Updated Saturday, August 29, 2015 as of 12:56 PM ET

Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, and author of several books including How to Give Financial Advice to Women and How to Give Financial Advice to Couples. Follow her on Twitter at @KBKSpeaks.

Recent Stories From This Author

3 Essential Client Conversations

Bank Marketing to Women: International Hits & Misfires

3 Tips for Advising Same-Sex Couples

The Myths About Men and Money

7 Smart Ideas for Working With Female Clients

Sound Off: Does Gen Y Talk More Openly About Money?

Helping Your Clients Set Financial Limits with Their Adult Kids

Advising Couples over the Lifecycle

7 Steps to Attracting Women Clients

The Economic Power of Women

Are Your Clients Using Their Wise Mind?

Attracting Female Clients: The Dos and Don’ts of Female-Friendly Marketing

Fostering Financial Confidence in Your Female Clients

The Biggest Concerns of Affluent Women

Women: The Underserved Client

Advisors on the Move: UBS Lures a $2B Mega Team
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