Kathleen is a wealth psychology expert, behavioral change specialist and frequent keynote speaker at financial industry conferences. She has presented at Merrill Lynch Global Wealth and Investment Management Advanced Education Symposiums, Women Advisors Forums, the Massachusetts Bankers Association Wealth Management Conference, the National Association of Personal Financial Advisors as well as others. As an expert on financial psychology, Kathleen has been interviewed and quoted in the Wall Street Journal, MSNBC’s “Today Money,” Forbes’s “ForbesWoman,” Thomson Reuters’s “Reuters Wealth,” and Financial Planning Magazine.
She is a faculty member of the Certified Private Wealth Advisor (CPWA) program and is also an adjunct lecturer at the McCallum Graduate School of Business at Bentley University. She holds a Master’s in Psychology, is a Certified Professional Co-Active Coach (CPCC) and an internationally published author. Her third book, How To Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients will be published Sept. 2012. For more information, visit www.kbkwealthconnection.com.