Kathleen Burns Kingsbury
Website: http://www.kbkwealthconnection.com
Phone: 508-297-1212 Fax:
Address: 190 Purchase Street Easton,, MA
Area(s) of Expertise: Banking, Coaching, Consulting, Finance/Investments, Psychology, Training, Women
Description:
Kathleen Burns Kingsbury is a wealth psychology expert and behavioral change specialist. She teaches financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability.
Kathleen is a faculty member of the Certified Private Wealth Advisor (CPWA) program, an educational course developed by the Investment Management Consultants Association (IMCA) and offered in conjunction with The University of Chicago Booth School of Business. She is also an adjunct lecturer at the McCallum Graduate School of Business at Bentley University, where she teaches “Psychology in Financial Planning.”
A frequent keynote speaker, Kathleen has presented at Merrill Lynch Global Wealth and Investment Management Advanced Education Symposiums, Women Advisors Forums, the Massachusetts Bankers Association Wealth Management Conference, and the National Association of Personal Financial Advisors Regional Meeting. In addition, Kathleen has been engaged by financial firms, including Pioneer Investments, Commonwealth Financial Network, Silver Bridge Advisors, and Investors Capital, as a consultant and trainer.
Voted one of the top ten executive coaches in 2009 by "Women’s Business" magazine, Kathleen is an internationally published author. Her recent book, "Creating Wealth from the Inside Out Workbook," ranks 25 in the Financial Planning Workbooks category on Amazon.com. She is a columnist for the Women Advisors Forum and has contributed articles to print and online publications, including IMCA’s Investment and Wealth Monitor. She is currently working on her next book, "Women and Wealth," which will be published by McGraw Hill in 2012.
As an expert on financial psychology, Kathleen has been interviewed by MSNBC’s “Today Money,” Forbes’s “ForbesWoman,” Thomson Reuters’s “Reuters Wealth,” and Financial Planning Magazine. She has also been a guest on WBNW’s “Money Matters Radio,” WATD’s “McNamara on Money,” and WCBM’s “Money, Riches & Wealth.”
Kathleen holds a Master’s in Psychology and is a Certified Professional Co-Active Coach (CPCC). She is a member of the Financial Therapy Association, the International Coach Federation, and the National Speakers Association, for which she has served on the Board of Directors for the New England chapter.
When she is not working, Kathleen is an avid alpine skier who lives for the next powder day. In the off-season, she enjoys road and mountain biking, kayaking, and sailing.
About KBK Wealth Connection KBK Wealth Connection is a company dedicated to training, coaching, and consulting with financial services professionals. Founded in 2006, KBK helps financial advisors use wealth psychology effectively to improve client communication, satisfaction, and retention and increase the profitability of their practice. The company publishes resources for financial advisors and their clients, including articles, books, CDs, podcasts, and a blog. For more information, visit www.kbkwealthconnection.com.
