5 Tips for Building Trust with Female Clients

Presented by

Kathleen Burns Kingsbury, Founder, KBK Wealth Connection

About this talk

Learn the reasons behind advisers getting a bad reputation with female clients and tips for making sure prospects and clients know you are female-friendly. Kathleen Burns Kingsbury, Founder of KBK Wealth Connection, will share: - How the female brain impacts the advising process - 5 quick tips for building trusting relationships with female clients, individually and as a member of a couple Kathleen Burns Kingsbury is a wealth psychology expert, behavioural change specialist and frequent keynote speaker at financial industry conferences. She is the founder of KBK Wealth Connection, a consulting and coaching company dedicated to teaching financial advisors how to connect and communicate more effectively with clients to increase retention and profitability. As an expert on financial psychology, Kathleen has been interviewed and quoted in the Wall Street Journal, MSNBC’s “Today Money,” Forbes’s “ForbesWoman,” Thomson Reuters’s “Reuters Wealth,” and Financial Planning Magazine. She is a faculty member of the Certified Private Wealth Advisor (CPWA) program and is also an adjunct lecturer at the McCallum Graduate School of Business at Bentley University. She holds a Master’s in Psychology, is a Certified Professional Co-Active Coach (CPCC) and an internationally published author. Her third book, How to Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients is receiving advanced praise by thought-leaders in the industry and is available on Amazon.com. For more information about her work, please visit www.kbkwealthconnection.com.

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