Do you want to change the face of wealth management?

Do you want to change the face of wealth management?

Today, KBK Wealth Connection launched a new website dedicated to changing the face of wealth management to bring more women to the table. It’s the next step toward revolutionizing the industry to be more gender savvy by empowering female advisors to unleash their true value.?

I believe the time to rewrite the narrative is now. As more women inherit and create wealth, advisors need to embrace the human side of finance and feel confident asking for the value they provide. It’s a moment for:?

  • Women to embrace their inherent value.
  • Advisors to champion female clients' unique journey toward wealth and well-being.
  • Wealth management firms to recruit, retain, and promote more women into leadership roles.

Changing the face of wealth management by bringing more women to the table is not only good for advisory clients, but also great for the wealth management business.

KBK Wealth Connection’s new service offerings include private and group coaching for women advisors and women, and wealth consulting for firms looking to better serve women and attract and retain more female professionals.?

I hope you will join me in reshaping the landscape of women in wealth. Together, let’s create a future where prosperity is attainable for all.

Visit the new website and set up a discovery call today.?

kbk?

Michelle Francis

Founder of Life Story Financial | Fee-only financial planning & investments for independent women & couples in midlife | Financial advice based on life values & goals

8 个月

It looks great, KBK! ?? I love your messaging and can attest to the value you provide financial advisors like me. I'm honored about being included in a case study.

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