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.
5 Tips for Working with Emotional
Clients:
https://www.kbkwealthconnection.com/client-communications/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
Times, The Wall Street Journal, PBS
News Hour, Money
Magazine, TODAY 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.
