Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune
Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune by Cary Carbonaro
English | April 29, 2025 | ISBN: 1394300271 | 400 pages | PDF | 12 Mb
English | April 29, 2025 | ISBN: 1394300271 | 400 pages | PDF | 12 Mb
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
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