How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients
ISBN: 9780071798976 | 0071798978
Edition: 1stFormat: Hardcover
Publisher: McGraw-Hill
Pub. Date: 8/7/2012
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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 fin... MORE -- 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
The essential guide to serving your best customers women By 2030, women will control 70% of the wealth in the United States. How to Give Financial Advice to Womenprovides the knowledge and advice wealth planners need to communicate with and meet the needs unique to affluent women. Kathleen Burns Kingsbury, a wealth psychology expert and behavioral change specialist, provides insight into the psychology of women, reasons why financial advisors need to do a better job marketing to female clients, and specific communication tips and techniques to help build relationships with women in a meaningful way in the financial planning and advising process. How to Give Financial Advice to Womenprovides the step-by-step advice you need to satisfy and retain top-dollar women clients to survive and thrive well into the future. Kathleen Burns Kingsburyis a faculty member of the Certified Private Wealth Advisor (CPWA) program, a course offered by The University of Chicago Booth School of Business
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