Women and Wealth (eBook)
403 Seiten
Wiley (Verlag)
978-1-394-30029-7 (ISBN)
Lese- und Medienproben
Better serve your female clients as a financial services professional
In Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune, award-winning author and certified financial planner Cary Carbonaro delivers a practical and insightful guide for financial services professionals who want to better serve their female clients.
The author explains the unique needs of women clients, the unique psychology driving their financial decisions, and their reasonable demands for personalized client care. She also offers actionable strategies, research-backed approaches, and real-world examples and case studies you can use to better serve women who reach out for personal finance and wealth management advice.
Inside the book:
- Why 'bro-culture' is killing the financial services industry and ignores the fastest growing demographic on every professional's client list
- Why women leave their financial advisors and what you can do to improve female client retention
- Avoiding the 'widows and divorcees' stereotypes of female clients and understanding the psychology of female breadwinners
A unique and powerful roadmap for financial services professionals seeking to better understand and serve women, Women and Wealth is a must-read for financial advisors and planners, insurance agents, bank and credit union representatives, and accountants everywhere.
CARY CARBONARO, CFP®, MBA, is the author of the award-winning The Money Queen's Guide, an expert in women's finance, a certified financial planner, and is widely recognized as one of the top voices in financial literacy. Her life's work is to help women achieve financial freedom and make the financial services industry more female-friendly.
Better serve your female clients as a financial services professional In Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune, award-winning author and certified financial planner Cary Carbonaro delivers a practical and insightful guide for financial services professionals who want to better serve their female clients. The author explains the unique needs of women clients, the unique psychology driving their financial decisions, and their reasonable demands for personalized client care. She also offers actionable strategies, research-backed approaches, and real-world examples and case studies you can use to better serve women who reach out for personal finance and wealth management advice. Inside the book: Why bro-culture is killing the financial services industry and ignores the fastest growing demographic on every professional's client list Why women leave their financial advisors and what you can do to improve female client retention Avoiding the widows and divorcees stereotypes of female clients and understanding the psychology of female breadwinners A unique and powerful roadmap for financial services professionals seeking to better understand and serve women, Women and Wealth is a must-read for financial advisors and planners, insurance agents, bank and credit union representatives, and accountants everywhere.
| Erscheint lt. Verlag | 21.4.2025 |
|---|---|
| Sprache | englisch |
| Themenwelt | Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung |
| Schlagworte | financial planning client management • financial services client engagement • Financial services client management • financial services clients • wealth management client management • wealth management clients • women and financial services |
| ISBN-10 | 1-394-30029-8 / 1394300298 |
| ISBN-13 | 978-1-394-30029-7 / 9781394300297 |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
| Haben Sie eine Frage zum Produkt? |
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