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What Female Investors Want from Their Advisors
by Kathleen Burns Kingsbury on behalf of Investment Management Consultants Association (IMCA), 3/28/17

The opportunity to help women plan for retirement is great. Women control $11.2 trillion dollars in investable assets (Turner Moffitt 2015) and are forecast to hold two-thirds of the nation’s wealth by 2030 (O’Connor and Ettinger 2015). Women make up 44 percent of primary breadwinners and 48 percent of millionaires (O’Connor and Ettinger 2015).

Three Traps to Avoid When Advising Couples
by Kathleen Burns Kingsbury, 9/10/13
Advising couples is an art, not a science. As a couples-friendly advisor, you are required to mediate, facilitate and objectively observe your clients. Every couple has a unique dynamic regarding money and working with an advisor. You need to be aware of common emotional traps, often unconsciously set by partners, and how best to avoid them.

The Essential Skill for Advising Women: Building Trust
by Kathleen Burns Kingsbury, 10/30/12
Creating trust with a client is not a one-time event. It is a journey that starts at the first meeting and continues throughout the life of the advisor-client relationship. And, while trust is an integral part of any client relationship, it's especially important for your female clients.

Why Don't Your Female Clients Like You?
by Kathleen Burns Kingsbury, 8/28/12
Over the next 40 years, women will inherit 70% of the $41 trillion in intergenerational wealth transfers, and the first thing they will probably do after receiving the money is fire you. The reasons are not what you think: not poor investment performance, not lack of expertise.
4 results found.