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%

Pay in installments of $11.05 with ShopPay, AfterPay and Klarna

Shipping Estimate
USA
  • USA
  • CAN

Ships within 48 hours · Estimated delivery Jul 31 - Aug 5

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

4.3 ★★★★★
Based on 14 reviews
Sort
Highest Rating
Newest First
Oldest First
Product Reviews
C
Verified Purchase
Cade Emerson
Battle Creek, US
★★★★★ 5
Such awesome vibe boosters
Color: Black
These has improved the vibe so much In my room. Love how easy it was to find new color schemes to set the mood. Nice and double and the app is easy for controlling.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on April 12, 2026
B
Verified Purchase
Brandon
Omaha, US
★★★★★ 5
Great not only for TV Backlighting, but shelf lighting too!
Color: Black, Color: Black
Right off the bat, these light bars are vibrant, colorful, and have a great variety of different colors and patterns. However, I used them for a little bit of a different purpose than what they were created for... I had previously purchased the TV backlight strips from Govee, and wanted to find lighting for my shelves within the Govee ecosystem. Traditional light strips wouldn't really work unless I spliced them, which I wanted to avoid. Enter these light bars. I bought 2 sets of them, and thanks to the (quite strong) mounting options, was able to mount and angle these lights downwards to create a really cool effect over my displays. I wasn't sure how well it was going to work, but the end results speak for themselves. It looks terrific when used in this role. The cables are very long and manageable too, I was able to run them down the support beams of the shelves with some mounting clips without issue. The only negative comes down to the app itself. It's a bit overwhelming and confusing to use at first, but once you get the basic functions figured out, there's little issue. Still, I feel the user experience could be improved on the app. For example, I had to go in and create my own shortcut function to turn on all my lights at once, then make a separate one to turn them all off at once, as opposed to there being a single master on/off button in the app. It's small things that can make the app tedious to work with. Regardless, I feel that overall Govee continuous to knock it out of the park. The lights are bright, customizable, and add a ton of ambience to the room. I hope Govee continues to expand on their different room lighting options and keep the level of quality they are putting out now.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 7, 2024
C
Verified Purchase
Concerned Buyer
Belleville, US
★★★★★ 5
Looks good, feels good for my pocket.
Good price, while still being stylish. Slots fit all my major items shown above and now I cannot live without it.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 18, 2025
A
Verified Purchase
Akwei Bortey
West Palm Beach, US
★★★★★ 5
Functional and aesthetic
Does what you expect it to do. Great for organizing, very functional and very easy to incorporate into your table design.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on April 26, 2025
A
Verified Purchase
AEckert
Lexington, US
★★★★★ 5
Great purchase
My husband loves this so he has a place to put his phone wallet and keys and always knows where they are. Great idea! Small, keeps you organized, solid, good looking and gets the job done!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on October 24, 2024

recommand products