9780071798976

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

by
  • ISBN13:

    9780071798976

  • ISBN10:

    0071798978

  • Edition: 1st
  • Format: Hardcover
  • Copyright: 2012-08-28
  • Publisher: McGraw-Hill Education

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Summary

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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