How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients PDF full book. Access full book title How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients by Kathleen Burns Kingsbury. Download full books in PDF and EPUB format.
Author: Kathleen Burns Kingsbury
Publisher: McGraw Hill Professional
ISBN: 0071798986
Category : Business & Economics
Languages : en
Pages : 272
Get Book
Book Description
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.
Author: Kathleen Burns Kingsbury
Publisher: McGraw Hill Professional
ISBN: 0071798986
Category : Business & Economics
Languages : en
Pages : 272
Get Book
Book Description
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.
Author: Mary E. Stutts
Publisher: Household Pub./Enterprises Incorporated
ISBN: 9780977273096
Category : Businesswomen
Languages : en
Pages : 0
Get Book
Book Description
Author: Emily Toth
Publisher: University of Pennsylvania Press
ISBN: 0812208110
Category : Education
Languages : en
Pages : 242
Get Book
Book Description
In question-and-answer form, Ms. Mentor advises academic women about issues they daren't discuss openly, such as: How does one really clamber onto the tenure track when the job market is so nasty, brutish, and small? Is there such a thing as the perfectly marketable dissertation topic? How does a meek young woman become a tiger of an authority figure in the classroom-and get stupendous teaching evaluations? How does one cope with sexual harassment, grandiosity, and bizarre behavior from entrenched colleagues? Ms. Mentor's readers will find answers to the secret queries they were afraid to ask anyone else. They'll discover what it really takes to get tenure; what to wear to academic occasions; when to snicker, when to hide, what to eat, and when to sue. They'll find out how to get firmly planted in the rich red earth of tenure. They'll learn why lunch is the most important meal of the day.
Author: Becca Anderson
Publisher: Mango Media Inc.
ISBN: 1633536947
Category : Social Science
Languages : en
Pages : 150
Get Book
Book Description
“I, for one, will be taking to heart all the advice from these very wise and wild women—silver screen queens, comediennes and brilliant writers.” —Nina Lesowitz, author of The Grateful Life This delightfully dishy gathering of gal pals is like having a heart-to-heart with 200 of your closest friends. Garrulous girls and loquacious ladies from every walk of life unleash their wicked wit in this humorous and enlightening compilation and tell it like it is. Topics include What the World Needs Now, Love Hurts, Lost Love, and Are Men Really Necessary. Learn and laugh at the real stories of the amazing women you love:true tales about wild women of yore that entertain as much as they enlighten. From Anais Nin, Lily Tomlin, Amy Bloom, Dorothy Allison, Drew Barrymore, Chrissy Teigen and beyond, there’s no shortage of sass, sarcasm, or sizzle and a few shocks along the way! In Badass Women Give the Best Advice, readers will find: Wisdom about sex, dating, break ups, weddings, the prerequisites for the perfect kiss, and more!Quotes and true stories from famous women and girl bossesQuizzes, love and sex bucket lists, and topics like “Size Really Does Matter,” and “Cry Me a River, The Weepiest Romantic Movies Ever” that will spice up your sex and love life “Ah, love, luv, l’amour! Buy this for your honey and read it in bed together. That’s amore!” —Trina Robbins, author of Last Girl Standing “Meet your 200 new bffs and listen up. Everything you need to know is in this book.” —Reeda Joseph, author of Girlfriends Forever
Author: Grace Bonney
Publisher: Artisan Books
ISBN: 1579655971
Category : Business & Economics
Languages : en
Pages : 361
Get Book
Book Description
New York Times Bestseller “I want to rip out every page of this glorious book and hang them on my wall so that I can be surrounded by these incredible women all day long.” —Emma Straub, New York Times bestselling author of The Vacationers and Modern Lovers Over 100 exceptional and influential women describe how they embraced their creative spirit, overcame adversity, and sparked a global movement of entrepreneurship. Media titans and ceramicists, hoteliers and tattoo artists, comedians and architects—taken together, these profiles paint a beautiful picture of what happens when we pursue our passions and dreams.
Author: Lu Li
Publisher:
ISBN: 9780995608108
Category : Business & Economics
Languages : en
Pages : 312
Get Book
Book Description
Dear Female Founder is based on one simple question: If successful female entrepreneurs and investors wrote a letter of advice to the next generation of female founders - what would they write about? This book shares invaluable insights from 66 inspirational women sharing business advice they wished someone had told them when they started out.
Author: Sheryl Sandberg
Publisher: Knopf
ISBN: 0385349955
Category : Biography & Autobiography
Languages : en
Pages : 240
Get Book
Book Description
The #1 international best seller In Lean In, Sheryl Sandberg reignited the conversation around women in the workplace. Sandberg is chief operating officer of Facebook and coauthor of Option B with Adam Grant. In 2010, she gave an electrifying TED talk in which she described how women unintentionally hold themselves back in their careers. Her talk, which has been viewed more than six million times, encouraged women to “sit at the table,” seek challenges, take risks, and pursue their goals with gusto. Lean In continues that conversation, combining personal anecdotes, hard data, and compelling research to change the conversation from what women can’t do to what they can. Sandberg provides practical advice on negotiation techniques, mentorship, and building a satisfying career. She describes specific steps women can take to combine professional achievement with personal fulfillment, and demonstrates how men can benefit by supporting women both in the workplace and at home. Written with humor and wisdom, Lean In is a revelatory, inspiring call to action and a blueprint for individual growth that will empower women around the world to achieve their full potential.
Author: Miriam Neff
Publisher: Moody Publishers
ISBN: 0802499880
Category : Religion
Languages : en
Pages : 209
Get Book
Book Description
A book by women, for women, about money management. More women than ever have control of capital and are making financial decisions. Yet not every woman has command of the lingo, the underlying principles, or the big-picture perspective of money management. If that describes you, Wise Women Managing Money is here to help. Written by a mother-daughter team, this book is uniquely positioned to come alongside you and provide the financial overview you need. Miriam, the mother in the duo, has enough real-world experience to give her a vintage outlook on life. As a long-time counselor, she understands human needs. And as a widow, she knows what it means to be thrust unexpectedly into money matters. Valerie, the daughter, is an attorney, certified financial planner, and an expert in Christian philanthropy. Together, Miriam and Valerie combine their skillsets to answer your pressing questions about things like: Credit cards Managing debt Insurance Loans and contracts Budget busters Avoiding fraud Picking a financial advisor IRAs, annuities, & Roths Kingdom giving And much more! Whether you’re newly involved in money management due to a career or life transition, or you just want to be more knowledgeable about this important part of life, Wise Women Managing Money will teach you the ropes in language anyone can understand. Don’t let all the business jargon or technical terms intimidate you. Take control of your financial future and start managing your money in ways that honor God and allow you to do good with the resources He provides.
Author: Becca Anderson
Publisher: Mango Media Inc.
ISBN: 1633537536
Category : Self-Help
Languages : en
Pages : 224
Get Book
Book Description
Positive Affirmations and Motivational Quotes for a Badass “No matter how you use it, there can be benefits for you and your daily life.”―Nerdy Girl Express #1 Best Seller in Popular Culture, Quotations, Women’s Studies, Love & Marriage Humor, Self-Esteem, LGBT, and Trivia Badass Affirmations is full of positive affirmations, profiles of powerful real-life heroines, and inspirational quotes for women. Packed with just the right amount of sass, this book is the perfect women empowerment gift for you and all your fabulous BFFs. Even a badass needs positive affirmations. No one leaps out of bed knowing they’re amazing and about to have an incredible day. We find ourselves rushing around, working hard to please others―and often we find ourselves making everyone happy but our own damn selves. Badass Affirmations is here to stop the negativity with positive quotes and affirmations from powerful women. Discover strong women quotes and encouraging self-affirmations. In Badass Affirmations, positive living and affirmation queen Becca Anderson reminds you that you are pretty darn great. Inside this motivational quotes and affirmations book, you’ll be fired up by inspirational quotes for women, by women. Alongside these women empowerment quotes, you’ll gain new knowledge of the badass ladies who have left their mark on the world with a mix of short bios and longer profiles. And when you’re done learning from other fierce females, you can work on affirming yourself with uplifting journal prompts. Read Badass Affirmations and: • Learn the habit of affirming yourself daily • Empower yourself and strengthen your self-esteem • Be encouraged by words of wit and wisdom Readers of affirmations books and positive quote books for women like Let That Sh*t Go, A Year of Positive Thinking, or Beautifully Said will love the inspirational quotes for women in Badass Affirmations.
Author: B.J. Gallager
Publisher: Insight Editions
ISBN: 9781601090331
Category : Self-Help
Languages : en
Pages : 0
Get Book
Book Description
There is a long and sacred tradition of women inspiring other women — in overcoming seemingly impossible difficulties, in following dreams into uncharted territory, in rising to great heights of achievement, in finding spiritual and creative fulfillment. The World’s Best Advice From the World’s Wisest Women from Other Women is a collection of wise advice, personal anecdotes, inspirational quotes, and comic one-liners, all celebrating what women learn from one another. Author B. J. Gallagher also shares stories about the many women who have taught her — from grandmothers to actresses to politicians to shopkeepers. Topics include work, friendship, love, money, motherhood, creativity, and happiness, everything a woman needs to know!
