Description
A financial advisor’s guide to successfully marketing and selling to a growing force in wealth planning-women *An expert in wealth psychology provides the knowledge and advice wealth planners need to communicate with and meet the needs unique to affluent women *By 2030, women will control more than two-thirds of the wealth in the United States, according to the Family Wealth Advisors Council *Kingsbury is a faculty member of the Certified Private Wealth Advisor (CPWA) program, a course offered by The University of Chicago Booth School of Business; she has presented keynotes at Merrill Lynch, Massachusetts Bankers Association, National Association of Personal Financial Advisors, and Women’s Advisors Forum
- Author: Kathleen Burns Kingsbury
- Publisher: McGraw Hill Professional
- Published: 2012-08-28
- Pages: 274
- ISBN-13: 9780071798976
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