How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients

3.36 avg rating
( 11 ratings by Goodreads )
 
9780071798976: How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients

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 female client 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.

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

From the Back Cover:

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 female client 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.

About the Author:

Kathleen Burns Kingsbury is the founder of KBK Wealth Connection and a wealth psychology expert and behavioral change specialist. She teaches financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability.

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

Top Search Results from the AbeBooks Marketplace

1.

Kathleen Burns Kingsbury
Published by McGraw-Hill Education (2012)
ISBN 10: 0071798978 ISBN 13: 9780071798976
New Hardcover First Edition Quantity Available: 1
Seller:
Irish Booksellers
(Rumford, ME, U.S.A.)
Rating
[?]

Book Description McGraw-Hill Education, 2012. Hardcover. Book Condition: New. book. Bookseller Inventory # M0071798978

More Information About This Seller | Ask Bookseller a Question

Buy New
14.65
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

2.

Kingsbury, Kathleen Burns
ISBN 10: 0071798978 ISBN 13: 9780071798976
New Quantity Available: > 20
Seller:
Pbshop
(Wood Dale, IL, U.S.A.)
Rating
[?]

Book Description 2012. HRD. Book Condition: New. New Book.Shipped from US within 10 to 14 business days. Established seller since 2000. Bookseller Inventory # IB-9780071798976

More Information About This Seller | Ask Bookseller a Question

Buy New
18.33
Convert Currency

Add to Basket

Shipping: 3.03
Within U.S.A.
Destination, Rates & Speeds

3.

Kathleen Burns Kingsbury
ISBN 10: 0071798978 ISBN 13: 9780071798976
New Quantity Available: 3
Seller:
Book Storm
(HOUSTON, TX, U.S.A.)
Rating
[?]

Book Description Book Condition: New. Brand New books on affordable price.Shipping method: Standard & Expedite, Standard takes 7-8 and Expedited takes 4-6 working days. Due to the constantly changing USPS regulations regarding shipments to APO/FPO addresses we are not currently shipping. Bookseller Inventory # 0071798978-P07

More Information About This Seller | Ask Bookseller a Question

Buy New
21.44
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

4.

Kathleen Burns Kingsbury
Published by McGraw-Hill Education - Europe, United States (2012)
ISBN 10: 0071798978 ISBN 13: 9780071798976
New Hardcover Quantity Available: 10
Seller:
The Book Depository
(London, United Kingdom)
Rating
[?]

Book Description McGraw-Hill Education - Europe, United States, 2012. Hardback. Book Condition: New. New.. 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

More Information About This Seller | Ask Bookseller a Question

Buy New
22.03
Convert Currency

Add to Basket

Shipping: FREE
From United Kingdom to U.S.A.
Destination, Rates & Speeds

5.

Kingsbury, Kathleen Burns
Published by McGraw-Hill Education 8/28/2012 (2012)
ISBN 10: 0071798978 ISBN 13: 9780071798976
New Hardcover Quantity Available: 5
Seller:
BargainBookStores
(Grand Rapids, MI, U.S.A.)
Rating
[?]

Book Description McGraw-Hill Education 8/28/2012, 2012. Hardback or Cased Book. Book Condition: New. How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients. Book. Bookseller Inventory # BBS-9780071798976

More Information About This Seller | Ask Bookseller a Question

Buy New
23.09
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

6.

Kingsbury, Kathleen Burns
Published by McGraw-Hill Education (2012)
ISBN 10: 0071798978 ISBN 13: 9780071798976
New Hardcover Quantity Available: > 20
Seller:
Murray Media
(North Miami Beach, FL, U.S.A.)
Rating
[?]

Book Description McGraw-Hill Education, 2012. Hardcover. Book Condition: New. Never used!. Bookseller Inventory # 0071798978

More Information About This Seller | Ask Bookseller a Question

Buy New
21.66
Convert Currency

Add to Basket

Shipping: 1.51
Within U.S.A.
Destination, Rates & Speeds

7.

Kathleen Burns Kingsbury
Published by McGraw-Hill Education - Europe, United States (2012)
ISBN 10: 0071798978 ISBN 13: 9780071798976
New Hardcover Quantity Available: 10
Seller:
The Book Depository US
(London, United Kingdom)
Rating
[?]

Book Description McGraw-Hill Education - Europe, United States, 2012. Hardback. Book Condition: New. New.. 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

More Information About This Seller | Ask Bookseller a Question

Buy New
24.46
Convert Currency

Add to Basket

Shipping: FREE
From United Kingdom to U.S.A.
Destination, Rates & Speeds

8.

Kingsbury, Kathleen Burns
Published by McGraw-Hill Education
ISBN 10: 0071798978 ISBN 13: 9780071798976
New Hardcover Quantity Available: 1
Seller:
BookShop4U
(PHILADELPHIA, PA, U.S.A.)
Rating
[?]

Book Description McGraw-Hill Education. Hardcover. Book Condition: New. 0071798978. Bookseller Inventory # Z0071798978ZN

More Information About This Seller | Ask Bookseller a Question

Buy New
24.55
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

9.

Kingsbury, Kathleen Burns
Published by McGraw-Hill Education
ISBN 10: 0071798978 ISBN 13: 9780071798976
New Hardcover Quantity Available: 1
Seller:
Bookhouse COM LLC
(Philadelphia, PA, U.S.A.)
Rating
[?]

Book Description McGraw-Hill Education. Hardcover. Book Condition: New. 0071798978. Bookseller Inventory # Z0071798978ZN

More Information About This Seller | Ask Bookseller a Question

Buy New
24.55
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

10.

Kingsbury, Kathleen Burns
Published by McGraw-Hill Education
ISBN 10: 0071798978 ISBN 13: 9780071798976
New Hardcover Quantity Available: 1
Seller:
Vital Products COM LLC
(Southampton, PA, U.S.A.)
Rating
[?]

Book Description McGraw-Hill Education. Hardcover. Book Condition: New. 0071798978. Bookseller Inventory # Z0071798978ZN

More Information About This Seller | Ask Bookseller a Question

Buy New
24.55
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

There are more copies of this book

View all search results for this book