SKU: 75077829669

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

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

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.



Binding Type: Hardcover
Publisher: McGraw-Hill Education
Published: 08/28/2012
ISBN: 9780071798976
Pages: 272
Weight: 1.20lbs
Size: 9.10h x 6.30w x 1.10d
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SKU: 75077829669

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Hug
New York, US
★★★★★ 5
Awesome graphic
Format: Kindle
This graphic tale is engaging, thought providing. Leads you into taking another look into the events of the past as you grew up in the 60s, 70s, and 80s. Cool blend of a crazy bend of history, horror, and secret organizations of control.
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Reviewed in the United States on December 7, 2024
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John Kerns
Cuba, US
★★★★★ 5
The Truth
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This is a stomach churning mind bender and the art is gorgeous. I can’t recommend it highly enough. Well done!
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Reviewed in the United States on August 2, 2025
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Fractured Jaw
Lowell, US
★★★★★ 4
A good beginning
Format: Kindle
This is a difficult book to review because just as it really gets going, it ends. But I like the direction it is headed. The writing is solid and the artwork is gripping. The point it appears to want to make is that conspiracy theories can be dangerous. There's truth to that. But there's far too much fact in many of them to simply chalk it all up to an overactive imagination. So that danger exists in this story to want to think conspiracy theory is all nonsense (and this story seems to place the blame for all conspiracy theories entirely on the "right wing" which is shortsighted). But this quibble aside, the book is compelling. Where it will lead is up in the air. This could be a great beginning to an excellent story, or it could fall apart under its own gravity. The future will decide.
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Reviewed in the United States on March 22, 2021
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Tracy Michael Herring
Pawtucket, US
★★★★★ 5
Not your typical tale…
Format: Kindle
Great writing, rather mesmerizing in its way. The mixture of deep state conspiracy, a smattering of actual truth, and mythical freely pull you in. The artwork is a bit over the top at times; I see the intention behind this, but it harms rather than helps the story at some points. This abstract/high concept art crap could have seriously been dialed back and then better assisted the narrative. Not to say that this isn’t worth the read… I gave it 5 Stars because the tale itself is well told and very riveting.
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Yvonne Hunt
Louisville, US
★★★★★ 5
What is going on?
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I don't know what is going on in this, but I am fully invested. The art is crazy good and the story telling is good as well. I'm looking forward to the next volume and I hope it contains some answers for me. I pray that this is not drawn on for a long long time. I pray that this story has an actual and satisfying ending.
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Reviewed in the United States on October 4, 2023

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