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Sep 24, 2020

In this episode, we consider how to create relationships and engage all parties to your financial services. This applies to a couple, business partners, or even parents and their adult children in business together. Learn how to build a relationship with all parties to improve your service and preserve the continuing relationship.


About Kathleen Burns Kingsbury:

A wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence®️ podcast, and an internationally published author and speaker. Breaking Money Silence: How to Shatter Money Taboos, Talk Openly about Finances, and Live a Richer Life is Kathleen’s fifth book.
Named one of nine amazing conference speakers in 2017 by Investment News, Kathleen is a sought-after keynote speaker and consultant on the topic of women and wealth and couples and money. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.
As an expert on financial psychology, Kathleen has appeared on television and written for consumer and trade publications. Her work has been featured in The New York TimesThe Wall Street Journal, PBS News Hour, Money MagazineTODAY Money, Forbes, and CNBC.
Kathleen is an adjunct lecturer at the McCallum Graduate School of Business at Bentley University and a guest lecturer at the Personal Financial Planning program at Texas Tech University. She received an Undergraduate Degree in Finance from Providence College and started her career in retail banking before becoming a commissioned Bank Examiner with the FDIC. Due to her desire to coach executive management on improving performance, she attained a Master’s Degree in Psychology, became a Certified Professional Co-Active Coach, and founded her consulting firm, KBK Wealth Connection.
When she is not working, Kathleen is an avid alpine skier who lives for the next powder day. In the off-season, she enjoys mountain biking, kayaking, and laughing with her friends. She lives with her husband and her cat Avery, in the Mad River Valley of Vermont.



Websites: (advisor-facing) (consumer-facing)

Family Legacy Handout:

How to Give Financial Advice To Couples:


Find out more about Linda Keith at: