2025 Conference: Unleash Your True Value

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Only available as part of a package

Approved for 1.5 CDFA CE Credits

As heart-centered professionals, CDFAs can struggle with setting and collecting fees comparable to the value they provide. In this keynote session, learn how to identify and communicate your true worth and build a thriving practice.

Attend and discover:

The power of your mindset in advocating for your worth
Common roadblocks to earning your true value
Tactics for communicating your fees with clarity and confidence

Please note that the conference is live and in-person in Denver, Colorado - United States. All schedules shown in the conference agenda are in central standard.

Kathleen Burns Kingsbury

Women and Wealth Consultant

KBK Wealth Connection

Kathleen Burns Kingsbury isn’t your average money mindset coach; she’s a pioneering force in the realm of women and money, setting her apart from conventional counterparts. With over 18 years of specialized experience, she’s dedicated herself to empowering women across finance, business, and entrepreneurship. As a mentor to female entrepreneurs, Kathleen offers invaluable guidance, drawing from her extensive background in wealth psychology and client communication. Her expertise extends to working with financial advisors, helping them navigate the complexities of wealth management while fostering stronger client relationships.

Recognized by The New York Times, The Wall Street Journal, and others, Kathleen is the author of several books on wealth psychology and financial communication. The second edition of her latest book, Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life, will be published on January 14, 2025.

And she’s not all business—when she’s not trailblazing the field of women and wealth, she’s conquering ski slopes and exploring the great outdoors in Vermont, living life to the fullest.

For more information, visit KBKWealthConnection.com.