Bio:

Wealth psychology expert and coach Kathleen Burns Kingsbury, founder of KBK Wealth Connection, is an internationally published author and speaker. Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life is Kathleen’s fifth book.

Named one of nine amazing conference speakers by InvestmentNews, Kathleen is a sought-after keynote speaker and consultant on the topics of women and wealth and behavioral finance. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.

As an expert on financial psychology, Kathleen has appeared on television and written for consumer and trade publications. Her work has been featured in The New York Times, The Wall Street Journal, PBS News Hour, Money Magazine, TODAY Money, Forbes, and CNBC. 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 Negotiations at the Business and Management School at Champlain College.

When she is not working, Kathleen is an avid alpine skier who lives for the next powder day. In the off-season, she enjoys mountain biking, kayaking, and laughing with her friends. She lives with her husband in the beautiful Mad River Valley of Vermont.

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Speaking Topics:

Breaking Money Silence®:  The Key to Stronger Customer and Family Relationships

As a financial professional, you’re not just managing assets—you’re navigating family dynamics, legacy concerns, and deeply held money beliefs. Yet nearly 50% of Americans would rather discuss death than dollars. This “money talk taboo” isn’t just awkward—it’s expensive. It drives customer conflict, disrupts succession planning, and causes 70% of families to fail at successfully transferring wealth.

Families are increasingly seeking deeper connection and clarity around their finances. Now is the perfect time to help customers, and yourself, build the confidence and skills needed to talk openly about money across generations.

In this dynamic and interactive presentation, wealth psychology coach and author Kathleen Burns Kingsbury unpacks how money silence impacts your customers—and gives you immediately actionable tools to guide them through powerful, trust-building wealth conversations.

You’ll walk away with:

• A deeper understanding of how money silence impacts relationships, retention, and wealth transfer.
• The psychological roots of money silence and what keeps customers (and sometimes you) quiet.
• Proven strategies to foster openness with partners, kids, and aging parents.
• Real-world scripts and questions to use with customers.
• Practical tools for turning money silence into meaningful money conversations.

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The $10 Trillion Growth Opportunity: Better Serving Women

The face of wealth is transforming at record speed, and women are at the center of this shift. By 2030, women are expected to control nearly $34 trillion in investable assets, representing one of the largest, most overlooked growth opportunities in financial services. Yet too many firms still fail to meaningfully incorporate women’s needs, preferences, and decision-making styles into their customer experience.  Professional advisors who adapt now will win the loyalty of this powerful customer segment; those who don’t risk being left behind.

In this dynamic keynote presentation, Kathleen Burns Kingsbury, a pioneer in the field of Women and Wealth and author of How to Give Financial Advice to Women, shares researched insights and proven tactics to help firms attract and retain more women.

Participants walk away:

• Understanding why better serving women is a business imperative.
• What different segments of women want from professional advisors.
• How to take a nuanced approach to marketing and selling to women.
• Key gender differences in financial decision-making and buying behaviors.
• Best practices for better serving and retaining this powerful demographic.

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Unleash Your True Value® and Grow Your Business

Are you struggling to explain why customers should choose you? You’re not alone—and this session will change that.

The fastest path to business growth starts with clearly and confidently communicating your unique value. Yet too many professionals undersell themselves, leaving opportunities and revenue on the table. In this energizing and interactive presentation, Kathleen Burns Kingsbury introduces her Unleashing Your True Value® Method—a proven approach designed to help you win more business by owning your worth and communicating it effectively.

You’ll walk away with:

• 3 mindset traps that sabotage your ability to promote yourself—and how to break free.
• The surprising reason customers actually hire you (hint: it’s not just your credentials!).
• How to shift your mindset to confidently pursue ideal customers.
• A practical framework for identifying and sharing your “superpowers”.
• A repeatable formula for crafting compelling True Value Statements that win business and handle objections.

Leave this session with language you can use immediately and strategies that will elevate how you market yourself and your services.

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Breaking Money Silence®:  How to Talk About Money with Your Loved Ones

Let’s be honest—most of us didn’t grow up talking openly about money. In fact, nearly half of Americans say they’d rather discuss death or politics than finances. But avoiding these conversations comes at a cost: stress in relationships, misunderstandings with loved ones, and missed opportunities to build a strong financial future together.

The good news? You can change that—starting now.

In this interactive and empowering workshop, wealth psychology coach and author Kathleen Burns Kingsbury will guide you through why money silence is so common, and how to break it in your own life. Whether you’re navigating finances with a partner, raising financially savvy kids, or supporting aging parents, you’ll walk away with the tools you need to have more confident, connected, and productive money conversations.

You’ll learn how to:

• Identify the real impact money silence may be having on your relationships and wellbeing.
• Understand the emotional drivers that keep people quiet about finances.
• Talk about money in ways that bring you closer to your partner, kids, or family members.
• Use practical tools and conversation starters to break the silence gently, and effectively.
• Take action with a clear next step to begin your own money talk journey.