SKU: 75077829669

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

Sale price$39.78 Regular price$44.20
Save 10%

Shipping Estimate
USA
  • USA
  • CAN

Ships within 48 hours · Estimated delivery Jul 11 - Jul 16

Promo Codes Available:

For Your Every Summer RSVP, with Code: SUMMER15

Description

How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female ClientsYOUR ONE STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS "How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge "Finally a comprehensive answer to Freud's famous question, 'What do women

YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS

"How to Give Financial Advice to Women is full of specific and useful suggestions to help financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge

"Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate

"How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting

About the Book:

During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors.

Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will:

  • Refine your advising style to appeal to women
  • Be sensitive to the realities of affluent women's lives
  • Meet the unique needs of women in a variety of life transitions
  • Connect with women both as individuals and as part of couples
  • Build trust, actively listen, and foster financial confidence
  • Help women prepare their children to receive wealth

Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way.

How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.



Binding Type: Hardcover
Publisher: McGraw-Hill Education
Published: 08/28/2012
ISBN: 9780071798976
Pages: 272
Weight: 1.20lbs
Size: 9.10h x 6.30w x 1.10d
Shipping Notes
  • Free Standard Shipping on $100+ Orders to the USA.
  • Except Preorder products are shipped in 48 hours.
  • Delivery to the USA:
  1. Standard Shipping : 3-10 business days
  • If time is of the essence, please consider selecting expedited delivery for faster service.
Exchange/Return Notes
  • We offer a 30-day return/exchange service after receiving.
  • Final sale items are not eligible for returns or exchanges.
  • To process your return/exchange, please contact us at [email protected]
  • Please click here for more details>>> Return & Exchange Policy
SKU: 75077829669

Discover Niche Categories That Outsell

Top-Converting Item to Boost Your Average Order

4.5 ★★★★★
Based on 323 reviews
Sort
Highest Rating
Newest First
Oldest First
Product Reviews
G
Verified Purchase
Gina DiCarlo
Carnegie, US
★★★★★ 3
The good with the bad
Color: Pattern Kah, Size: XX-Large
Photos in listing depict a LINEN pant - in the close up's you can clearly see a linen/cotton like material. To my surprise, these pants are a silky, polyester material. There is NO stretch - I am glad I purchased a size larger than what I consider my " roomy " size. These style is also depicted as a beige and black color pattern, they are more of a light mauve color out of the packaging. Took a steamer to them to get the wrinkles out. Suitable for tall girls ( I am 5'9 ) and wearing them with 3 in wedge. They are cute - dressy enough for a business casual office setting or a date night. Probably not the best for hot humid weather as they are not breathable.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 18, 2026
L
Verified Purchase
Lacy C.
Boise, US
★★★★★ 5
Incredibly comfortable and perfect for summer!
Color: Pattern Leopard, Size: X-Large, Color: Pattern Leopard, Size: X-Large
I have to admit, I was a little skeptical about these pants at first. When I initially opened them, they didn’t feel like they had much stretch, and the fabric felt a bit cheap to the touch. However, once I actually put them on, my opinion completely changed! They are so incredibly comfortable and have a great, effortless drape. The material is lightweight and breathable, making them absolutely perfect for warm summer days. They are easy to style (looked great paired with a simple tank and a denim jacket!) and feel wonderful to move around in. I am so glad I gave them a chance—I would definitely purchase these again!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 23, 2026
K
Verified Purchase
Kristi
West Palm Beach, US
★★★★★ 4
Cute and comfortable
Color: Pattern Leopard, Size: Medium
Comfortable and cute. A little long but still wear them with no issues. The material is light but synthetic so not really breathable. I foresee wearing them often.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 14, 2026
M
Verified Purchase
maxed
Chelsea, US
★★★★★ 5
Love these shirts
Size: Small, Color: Watermelon, Number of Items: 1
Love the fabric. They feel so much better than some of the other shirts I have. They’re thicker and just feel nicer. Love this color too. Got a small and also have another color in medium. Both fit, just depends on how casual I want to look. I’ll be getting more!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 30, 2026
S
Verified Purchase
S. H.
Chelsea, US
★★★★★ 5
Nice Quality for the Price
Size: Large, Color: White, Number of Items: 1
I ordered a large and it was a little too big. I washed and dried it and it didn't shrink too much. It's very soft and feels nice. For the price it's better quality than expected. I am planning to order a medium which should be the right size. The large fits my husband perfectly. F/5'11"/165lbs M/6'/170
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 6, 2026

recommand products