The FPA asked me to write a practical tips article based on their research paper Advisory Firms in 2030: The Innovation Imperative. I did, here’s a sneak peak. What to Do When Everything is Changing Writing the Top Performer’s Guide to Change led me deeply into change research and a special class of people, the Thrivers. The Thrivers

“Barbara, help me understand myself and everyone else!” Assessments are great for insight and understanding, if you have the right tool. There’s the rub! There are over 3000 assessments on the market today. How do you find the right tools?  No worries! I evaluate workplace assessments to separate the good, the bad and the ugly, so you don’t

5 Steps to Banish Client Fear The Fear Monster roams again!  Keep reading for 5 steps to banish fear and get 2 JFP articles with the step-by-step for productive client conversations. Fear Makes Humans Stupid 1: Be Ready for Stupid Fear overwhelms the rational centers of the brain. It literally makes humans stupid. Remember when

One big concern in talking about engaging women, both clients and professionals, is the one-sided nature of the viewpoint. Yada, Yada, Yada….men need to change for women… blah, blah, blah. It gets really boring. Even worse, people may assume that men are the “bad guys”. In Honor of Great Men Let me assure you, I greatly appreciate the

Spring is college graduation time and a launch into financial independence.  Unfortunately, while parents may be eager to be free of financial burdens, graduates may not be equally eager to assume them. Launching a graduate into independent adulthood can be a difficult transition filled with conflicting expectations and mutual disappointments.  Now is the opportune time for parents to avoid 3 parent

Aren’t you so tired of the mouth-foaming vitriol all over the Internet? I am! When I share my 3-D’s of digital etiquette, compared to our 3-I’s cesspool, people laugh and say, “That’s so right!”. One of my favorite publishers encouraged me to write it. Here we go…..(Now, I might be the target of mouth-foaming vitriol)  The 3

Tough Talks (by yours truly) is today’s cover story in the Journal of Financial Planning. Keep reading for the top take-aways. Why is It So Hard? I’m frequently asked: “How do I talk to this upset client?”, “How do I diplomatically correct this team member?”, “How do I share my concerns with my partner without offending?” We struggle to

Big News: BKC Named National Growth Coach I’m excited to be the exclusive national professional development coach for the FPA (members only). But, I’m offering 21 tips & tools for everyone right here, keep reading! Even better contact me and we’ll make your 2019 a great year of growth!  21 Tips & Tools for Everyone Look

Time for your holiday gifts from yours truly.  Since I was recently asked to write about development & growth for an upcoming Tips for Succeeding in 2019 publication, this year’s gift has two parts: planning tools for 2019 and top professional development tips. Happy Planning and Happy Success in 2019! Gift of 3 Planning Tools for 2019 Gift 1:

Recently, I delivered a national webinar Speak Success: 7 Talking Tips to Achieve the Goal. Keep reading for the Top 3 Talking Tips.  Then take your free tools on all 7 tips.  Get 3 Top Talking Tips for Success & Free Tools Barbara Kay Tweet #1 Top Tip to Avoid Confusion & Mistakes Communication confusion wastes