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Kathleen Burns Kingsbury

Adjunct Lecturer, Law, Taxation, and Financial Planning
Advisory Board , Catalytic Women
Faculty Member, Investment Managent Consultants Association
MA, Lesley University, 1994
BS, Providence College, 1988
Office: Morison Hall 117 | 781.891._3417 | kkingsbury@bentley.edu
                       


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Bio

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.

Teaching Interests

The Economic Power of Women and The Financial Services Industry Advising Traditional and NonTraditional Couples  Female Friendly Business  Client Communication 

Consulting/Practice Interests

Serves as a subject matter expert on advising and marketing to women and couples for several major financial firms. Keynote speaker, author, and coach. 

Professional Links

http://www.kbkwealthconnection.com

Professional Memberships

85 Broads
American Association of University Women
Boston Estate Planning Council
Purposeful Planning Institution
Financial Therapy Association
National Speakers Association

Awards and Honors

2013, Appointed to the CNBC Digital Financial Advisors Council, CNBC.com
2011, Marquee Member, Women Advisors Forum
2010, President's Leadership Award, National Speaker's Association of New England
2009, Top 10 Executive Coach, Women's Business Magazine

Publications

Journal Articles
Kingsbury, K. Women and Wealth: Five Practical Strategies for Becoming a More Female-Friendly Advisor. Investment & Wealth Monitor, May/June 2013 , 40-41.

Kingsbury, K. Women and Wealth: Engaging Affluent Female Clients in the Advising Process. Investment & Wealth Monitor, Jan/Feb 2012, 46-47.

Kingsbury, K. (2013). Advising Couples: More Art Than Science . Journal of Financial Service Professionals, 67 (3), 49-53.

Kingsbury, K., Grubman, J. A. (2010). Ensuring Success in Wealth Transfers. Investment & Wealth Monitor (September/October 2010), 14-17.

Books
Kingsbury, K. (2013). How to Give Financial Advice to Couples. New York, NY : McGraw Hill . (link)

Kingsbury, K. (2012). How to Give Financial Advice to Women . New York, NY : McGraw-Hill . (link)

Kingsbury, K. (2010). Creating Wealth From The Inside Out Workbook. Easton, MA: KBK Wealth Connection. (link)

Conference Proceedings and Presentations

Kingsbury, K. (2014). "Essential Skills for Advising Women in Couples." Presented at the MDRT 's Million Dollar Roundtable Focus Session , Toronto, Canada .

Kingsbury, K. (2014). "Essential Skills for Advising Women in Couples." Presented at the IMCA 's NY Consultants Conference , New York .

Kingsbury, K. (2013). "Modern Couple, Conflict and You." Presented at the Barron's 's Barron's Top Women Advisors Summit, West Palm Beach, FL .

Kingsbury, K. (2013). "Advising Women in Couples." Presented at the Northwestern Mutual 's Fee Only Conference , Chicago, IL .

Kingsbury, K. (2013). "The Economic Power of Women and You." Presented at the Advisory Group's Womens Conference , Chicago, IL .

Kingsbury, K. (2012). "Essential Skills for Advising Women in Couples." Presented at the Barron's 's Barron's Top Women Advisors Summit, West Palm Beach, FL .

Kingsbury, K. (2011). "Intergenerational Wealth: Become the Solution." Presented at the Merrill Lynch's Global Investment and Wealth Management Symposium, Orlando, FL.

Kingsbury, K. (2011). "Women and Wealth: Best Practices for Advising Women." Presented at the Pioneer Investments's Pioneer Investments Sales Meeting, Chicago, IL.

Kingsbury, K. (2011). "Intergenerational Wealth: Become the Solution." Presented at the Merill Lynch's Global Investment and Wealth Management Symposium, Phoenix, AZ.

Kingsbury, K. (2011). "Marketing to the Affluent." Presented at the SourceMedia's Women Advisors Forum 2011, Miami, FL.

Kingsbury, K. (2010). "Working with Women to Build Wealth." Presented at the Massachusetts Bankers Association's New England Trust and Wealth Managment Conference , Burlington, MA .