In this special episode of the BMOforWomen podcast series, Kathleen sits down with the Head of BMO Nesbitt Burns, Charyl Galpin, who was recently honoured for her business achievements and leadership as the recipient of the Carole Tanenbaum Women in Action Business Award. The two discuss how Charyl balanced motherhood with a career that climbed from bank teller to head of BMO Nesbitt Burns. Plus of course we tap into her wisdom as a woman in business, and hear her discuss what ‘Charyl Galpin Inc.’ means to her, how has it helped in her personal and professional life, the importance of personal branding, and what giving back and paying it forward mean to her.
More about Kathleen Burns Kingsbury
Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, and the author of several books including How to Give Financial Advice to Women and How to Give Financial Advice to Couples all published by McGraw-Hill. Her company’s mission is to teach financial services professionals including bankers, CPAs, and financial advisors how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability.
Kathleen served on the first CNBC Digital Financial Advisor Council, is a thought-leader columnist for Investment News and is frequently quoted in publications such as the Wall Street Journal and Reuters. She is a faculty member of the Certified Private Wealth Advisor program of IMCA and teaches the Psychology of Financial Planning course at the McCallum Graduate School of Business at Bentley University. She holds a Master’s Degree in Psychology and an Undergraduate Degree in Finance.
Visit Kathleen’s website here.