Kathleen Burns Kingsbury
Kathleen Burns Kingsbury is a wealth psychology expert, behavioral change specialist and author of several books including How to Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients (McGraw-Hill, 2013). She is the founder of KBK Wealth Connection, a company dedicated to training, coaching, and consulting with financial services professionals to improve client communication, retention and profitability. As an expert on financial psychology, Kathleen has been quoted by The Wall Street Journal, MSNBC’s Today Money, Forbes’s ForbesWoman, Thomson Reuters’s Reuters Wealth, and Financial Planning Magazine. A member of the CNBC Digital Financial Advisor Council, Kathleen also serves as a faculty member of the Investment Management Consultants Association’s Certified Private Wealth Advisor (CPWA) program and an adjunct lecturer at the McCallum Graduate School of Business at Bentley University, where she teaches Psychology in Financial Planning.