The Conversations That Drive Growth
How to break money silence, uncover what clients aren’t saying, and turn better conversations into stronger relationships.
October 29, 2026 | 10:00 AM PT / 1:00 PM ET | 45 minutes
What aren’t your clients telling you, and what could it be costing you?
Some of the most valuable information about a prospect or client isn't sitting in your CRM, financial plan or portfolio data. It lives in conversations that haven't happened yet.
Join Kathleen Burns Kingsbury, wealth psychology expert, advisor coach and author of Breaking Money Silence, and Marla Sofer, Founder & CEO of Knomee, for a practical conversation about how advisors can uncover what clients aren't saying and use better conversations to drive growth.
We'll explore why money silence happens, how to recognize it with prospects, couples, existing clients and the next generation, and how to make deeper conversations easier without turning the advisor into a therapist.
You'll leave with practical ways to:
Recognize where money silence may be hiding an important need or opportunity
Use three questions to unlock better client conversations immediately
Navigate conversations with couples, quiet spouses and families
Understand why what clients don't volunteer can matter as much as their financial data
Turn better conversations into growth through conversion, deeper relationships, next-gen engagement and retention
Use coaching, process and technology to make these capabilities more consistent and scalable
Kathleen will share her Past → Present → Future approach to money conversations, and we'll put it into practice across real situations advisors face every day.
We'll also explore a bigger question: How do you surface the right conversation, with the right person, at the right time, across an entire book of business?
No therapy session. No generic communication advice. Practical ways to uncover the conversations that can change a relationship and create growth.
45 minutes, including live discussion and Q&A.
Speakers:
Kathleen Burns Kingsbury, wealth psychology expert, Founder of KBK Wealth Connection and author of five books, including the newly updated Breaking Money Silence
Marla Sofer, Founder & CEO, Knomee; former advisor with 20 years across wealth management, asset management and fintech