eBook - PDF

Women and Wealth

Name: Women and Wealth
ISBN: 9781394300297

A Playbook to Empower Clients and Unlock Their Fortune

Cary Carbonaro,

403 pages
English
PDF
Available on iOS & Android

eBook - PDF

Women and Wealth

A Playbook to Empower Clients and Unlock Their Fortune

Cary Carbonaro,

About this book

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.

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Yes, you can access Women and Wealth by Cary Carbonaro in PDF and/or ePUB format, as well as other popular books in Business & Finance. We have over one million books available in our catalogue for you to explore.