Intro

Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo. 

Why do we hesitate to engage in money conversations, and how can financial advisors help break this cycle?

Join Brendan Frazier as he chats with Kathleen Burns Kingsbury, the mastermind behind KBK Wealth Connection and author of “Breaking Money Silence.” 

Together, they delve into why we’re so reluctant to talk about money and offer actionable steps to conquer these barriers.

You’ll Learn: 

• The generational silence around money and how it’s perpetuated.
• Real-life stories of breaking money silence and their impact.
• Risks of avoiding money conversations and unrecognized consequences.
• Tactical steps for advisors to build trust and facilitate meaningful financial discussions.

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Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier

Connect with Kathleen Burns Kingsbury: 

• KBK Wealth Connection
• LinkedIn: Kathleen Burns Kingsbury

About Our Guest: 

Kathleen Burns Kingsbury isn’t your average money mindset coach; she’s a pioneering force in the realm of women and money, setting her apart from conventional counterparts. With over 18 years of specialized experience, she’s dedicated herself to empowering women across finance, business, and entrepreneurship. As a mentor to female entrepreneurs, Kathleen offers invaluable guidance, drawing from her extensive background in wealth psychology and client communication. Her expertise extends to working with financial advisors, helping them navigate the complexities of wealth management while fostering stronger client relationships.

Her signature program, “Unleash Your True Value™: How to Shift Your Negotiation Mindset, Boost Your Confidence, and Close More Sales,” is the culmination of her expertise, honed through years of helping women executives, financial advisors, and entrepreneurs break free from money silence.

A graduate of Harvard Law School’s Program On Negotiation, Kathleen served as an adjunct faculty member at the McCallum Graduate School at Bentley University from 2009 to 2019, where she taught the Psychology of Financial Planning in the CFP® program. She currently teaches Strategic Negotiations in the Business and Management School at Champlain College. She is certified Co-Active Coach with a Masters Degree in Psychology and Bachelors Degree in Finance.

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