How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients

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