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.
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