How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients (General Finance & Investing)

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9780071798976: How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients (General Finance & Investing)

YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS

"How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge

"Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate

"How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting

About the Book:

During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a femaleclient will pass you over if you can't effectively communicate and establish a trusting relationship with her.How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors.

Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will:

  • Refine your advising style to appeal to women
  • Be sensitive to the realities of affluent women’s lives
  • Meet the unique needs of women in a variety of life transitions
  • Connect with women both as individuals and as part of couples
  • Build trust, actively listen, and foster financial confidence
  • Help women prepare their children to receive wealth

Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way.

How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.

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Product Description:

A financial advisor’s guide to successfully marketing and selling to a growing force in wealth planning-women ·An expert in wealth psychology provides the knowledge and advice wealth planners need to communicate with and meet the needs unique to affluent women ·By 2030, women will control more than two-thirds of the wealth in the United States, according to the Family Wealth Advisors Council ·Kingsbury is a faculty member of the Certified Private Wealth Advisor (CPWA) program, a course offered by The University of Chicago Booth School of Business; she has presented keynotes at Merrill Lynch, Massachusetts Bankers Association, National Association of Personal Financial Advisors, and Women’s Advisors Forum

Product Description:

YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS How to Give Financial Advi....

"About this title" may belong to another edition of this title.

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Book Description McGraw-Hill Education - Europe, United States, 2012. Hardback. Book Condition: New. New.. 231 x 152 mm. Language: English . Brand New Book. YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner s professional bookshelf. -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge Finally a comprehensive answer to Freud s famous question, What do women really want? --at least when it comes to financial advice.A must-read manual for financial advisors on how to work authentically and appreciatively with women. -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills. -- Jim Grubman, PhD, FamilyWealth Consulting. Bookseller Inventory # AAC9780071798976

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Book Description McGraw-Hill Education - Europe, United States, 2012. Hardback. Book Condition: New. New.. 231 x 152 mm. Language: English . Brand New Book. YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner s professional bookshelf. -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge Finally a comprehensive answer to Freud s famous question, What do women really want? --at least when it comes to financial advice.A must-read manual for financial advisors on how to work authentically and appreciatively with women. -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills. -- Jim Grubman, PhD, FamilyWealth Consulting. Bookseller Inventory # AAC9780071798976

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