How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients |
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| Author:
| Kingsbury, Kathleen Burns |
| ISBN: | 978-0-07-179897-6 |
| Publication Date: | Aug 2012 |
| Publisher: | McGraw-Hill Education (Australia) Pty Limited
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| Book Format: | Hardback |
| List Price: | AUD $68.95 |
Book Description:
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A financial advisor's guide to successfully marketing and selling to a growing force in wealth planning-women *An expert in wealth psychology provides the knowledge and advice wealth planners need to communicate with and meet the needs unique to affluent women *By 2030, women will control more than two-thirds of the wealth in the United States, according to the Family Wealth Advisors Council *Kingsbury is a faculty member of the Certified Private Wealth Advisor (CPWA) program, a course...
More DescriptionA financial advisor's guide to successfully marketing and selling to a growing force in wealth planning-women *An expert in wealth psychology provides the knowledge and advice wealth planners need to communicate with and meet the needs unique to affluent women *By 2030, women will control more than two-thirds of the wealth in the United States, according to the Family Wealth Advisors Council *Kingsbury is a faculty member of the Certified Private Wealth Advisor (CPWA) program, a course offered by The University of Chicago Booth School of Business; she has presented keynotes at Merrill Lynch, Massachusetts Bankers Association, National Association of Personal Financial Advisors, and Women's Advisors Forum