Wow! eBook
Women and Wealth:A Playbook to Empower Clients and Unlock Their Fortune
by: Cary Carbonaro (Author)
Publisher: Wiley
Edition: 1st
Publication Date: 2025-04-29
Language: English
Print Length: 400 pages
ISBN-10: 1394300271
ISBN-13: 9781394300273
Book Description
Better serve your female clients as a financial services professionalIn 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 listWhy women leave their financial advisors and what you can do to improve female client retentionAvoiding the “widows and divorcees” stereotypes of female clients and understanding the psychology of female breadwinnersA unique and powerful roadmap for financial services professionals seeking to better understand and serve women, Women and Wealth is a must-read for financial advisors and planners, insurance agents, bank and credit union representatives, and accountants everywhere.
Editorial Reviews
Better serve your female clients as a financial services professionalIn 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 listWhy women leave their financial advisors and what you can do to improve female client retentionAvoiding the “widows and divorcees” stereotypes of female clients and understanding the psychology of female breadwinnersA unique and powerful roadmap for financial services professionals seeking to better understand and serve women, Women and Wealth is a must-read for financial advisors and planners, insurance agents, bank and credit union representatives, and accountants everywhere.
