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Oct 29, 2020

In this episode, we get into the emotional side of lending and credit when talking with borrowers who are in financial distress. This may be a business owner or a personal borrower who is accustomed to strength and resilience. When they find themselves in a financial challenge, and face being unable to keep their promises to their bank and their banker, the conversation takes a very different turn.

With action items for both the front-line lending professional and the lending manager, learn how to prepare for the conversations and what resources to have at the ready.



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

5 Tips for Working with Emotional Clients:


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 JournalPBS News Hour, Money MagazineTODAY MoneyForbes, 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.