This episode will challenge everything you've been taught about pitching your services. It’s not about what you offer, but about how clients feel. If you’re still leading with your planning process, it’s time you realize that your clients don’t care…until you speak to their emotions first.

If you've ever fumbled through the “what do you do?” question or watched a prospect's eyes glaze over mid-pitch, this one’s for you. Kathleen Kingsbury brings the mindset shift advisors must make to connect with what clients actually want.

Kathleen cuts right into a challenge most advisors have faced during their career: the words they use to describe their value almost never match what clients are actually looking for. Advisors lean into plans, deliverables, and process, while clients come with anxiety, uncertainty, and the hope that someone will help them feel confident. She explains that you bridge the gap by reflecting the client’s concern first, and not on the fancy words you would like to use to describe your service. The doses of humbleness and reality we all need. 

Connect with us! 

• Kathleen Burns Kingsbury on LinkedIn
• KBK Wealth Connection
• Marla Sofer on LinkedIn
• Knomee