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, 2012). 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.
Kathleen 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"
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" Her articles have been published in "Advisors Perspectives", "American Banker Magazine," "Financial Advisor", "Investment and Wealth Monitor," and "REP Magazine" In addition, she is a regular contributor for Financial-Planning.com, OnWallstreet.com, and the Women Advisors Forum.
Kathleen holds a Master's Degree in Psychology from Lesley University and a Bachelor's Degree in Finance from Providence College. She is a Certified Professional Co-Active Coach and a licensed counselor. She is a member of the American Association of University Women, the Boston Estate Planning Council, the Financial Therapy Association, the International Coach Federation, the National Speakers Association, and the Purposeful Planning Institute.
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.
For more information, visit www.kbkwealthconnection.com.