Nov 6, 2020
Some of your most overlooked prospects in the pandemic may be the female members of the couples you have helped over the past several years. Kathleen Burns Kingsbury talks to us about how to better cultivate your relationship with the female members of the families you serve. Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence(R) podcast, and the author of several books, including How to Give Financial Advice to Women and How to Give Financial Advice to Couples.
Connect with Kathleen at
- Breaking Money Silence® podcast – Subscribe and listen to the Breaking Money Silence® podcast (https://podcast.breakingmoneysilence.com/)
- Advisor Gifting Program - http://giftingprogram.breakingmoneysilence.com - Want to show a female client that you care about her and her career? Give her the gift of learning how to effectively negotiate with Kathleen Burns Kingsbury's course, Breaking Money Silence ® on Negotiating this holiday season.
- Advisor coaching and training - https://www.kbkwealthconnection.com/
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Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product.
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.