Do you sometimes worry about your financial future, but struggle to find the time to learn more about managing your wealth? Are you a female entrepreneur interested in taking your business to the next level but don’t know where to turn for help? Do you want to be more proactive managing your finances, but need some support in taking a next step?
If so, then you are in the right place. The BMOforWomen podcast series is designed to celebrate women and all that they do. You will hear from industry leaders, entrepreneurs, and experts, and learn tips and tools for being more financially savvy.
Your host, Kathleen Burns Kingsbury, is a wealth psychology expert and author with a long track record of educating and empowering clients and the financial professionals who serve them.
As women you’ve got what it takes, now get the support you deserve.
In this episode, Kathleen discusses how financial professionals can better understand and connect with millennial clients, and why face-to-face meetings still matter.
To read the transcript, click here.
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.