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Money in Your Life

Money in Your Life

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November 22nd 2013:Is Your Advisor Listening?

Did you know that 70 percent of widows fire the couple’s financial advisor within one year of the death of their spouse? The primary reason for this startling statistic is that advisors frequently fail to develop a trusting relationship with both partners. On the next episode of Money In Your Life we will talk with Kathleen Burns Kingsbury, a leading wealth psychology expert and author of How to Give Financial Advice to Couples (www.kbkwealthconnection.com). Kathleen will describe common myths about couples and money, as well as the five tenets of couple dynamics and how they unfold in a finan

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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,
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