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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Issy W
New York, US
★★★★★ 5
wonderful trans sapphic shifter romance
Format: Kindle
When life falls apart, perhaps taking a break is just what is needed. But when Natalie (said trans woman) and Wren (loner alpha wolf) first see each other, it seems that perhaps that there might be something between them, but that just makes everything a lot more complicated. After all, a bond between a human and a wolf isn't a thing, is it? This was a wonderful read and I absolutely loved this story. Yes, while I may have a strong like of shifter stories, that also means that I also have expectations, and this story most definitely exceeded them. The trans representation was great. Natalie's struggles for acceptance, both internal and external resonating, and the difficulties that she's been through definitely resonate and are far too common of trans people. She's not a strong confident lead, but a woman who has issues and who does need the help and strength of others. She leans on others for better or for worse, but that makes her more real, and seeing her grow and become more confident as the story progresses is heart warming and wonderful. And the development of the bond - very nice! Wren is just as much a flawed character, with what's she's been through, and the knowing of the knowledge that she lacks. She starts off strong, as one would expect from a werewolf, but she also grows, becoming more than what she was in the beginning as well. For all of the angst and mistakes that are made, this is a story of growth and acceptance, of being able to gain what you actually desire, and to be able to embrace the support of others, knowing that you aren't alone in the world. It is a tale of finding love, of having a bond form, and being able to take it to the next level. This really is a wonderful sapphic shifter story, and one that I would highly recommend.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on March 15, 2023
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Verified Purchase
Loek
Los Angeles, US
★★★★★ 4
Wow!
Format: Kindle
Natalie desperately needs a change to get over her messy breakup. Wren is a lone wolf. She is an Alpha and has no pack to run with. With so many things at stake, will their affair end in disaster or have they found what they’ve been looking for? I loved this fresh take on shifters with the variety of shapeshifters, the dangerous hunt and the great romance. It made this story a fantastic read and an emotional rollercoaster.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on March 27, 2023
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Sydney
Lowell, US
★★★★★ 5
Great shifter story with unique twist
Format: Kindle
The story and characters were great. It was great to finally find a sapphic story with a trans character who was pre-op or in this case just no-op. So many authors don't want to have a trans character unless she's had surgery, like another woman won't want you if you have your original parts. Thank you so much Mrs. Abbott for the trans representation on this front. Nat and Wren are wonderful together, and I love how Wren does her best to make sure Nat doesn't ever feel less than or wrong for being herself. I am curious how being a shifter will effect Nat's transition moving forward. Hopefully there is another book and it touches on it a little.
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Reviewed in the United States on June 28, 2023
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Verified Purchase
Xekstrin
New York, US
★★★★★ 5
Couldn’t put it down!
Format: Kindle
I LOVED this book. I was sad when I finished it because every time I took a break, I knew i had something to look forward to. If that makes sense. Also it needs to be said that I had grown a little tired of werewolf novels until I saw this one had a trans main character. I’m queer + cis and firmly believe even the driest crustiest tropes are fresh and new when they’re given to us by talented and passionate underrepresented voices. This book is a good example of that. It’s just so fun and hammers home the connection so many queer people feel towards monsters, the secret-keeping and the ostracism and the found family. I kept saying, “of course our human protagonist is taking to the werewolf life like a duck to water!“ BEING TRANS is as big a part of this narrative as BEING A WEREWOLF and it’s delivered to us with great skill. it is a fresh, fun, cool, tense, exciting, and sexy read.
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Reviewed in the United States on September 21, 2023
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Verified Purchase
HCLMSL
New York, US
★★★★★ 4
unconditional love and miscommunication
Format: Kindle
Two women from vastly different backgrounds but equally toxic meet in instant connection. One is an alpha that doesn’t really know anything about being an alpha. The other is a trans woman that is struggling with confidence. This story is engaging from beginning to end. Well written and the connection and story are very satisfying! The love and acceptance freely given (although often misperceived) is beautiful.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on June 17, 2023

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