How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs
Kathleen Burns Kingsburyis the founder of KBK Wealth Connection, a wealth psychology expert, and an international speaker. She teaches financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability. Kingsbury is the author ofHow to Give Financial Advice to Womenand theCreating Wealth from the Inside Out Workbookfor clients.For more information, visit www.kbkwealthconnection.com