SKU: 75077829669

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

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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
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SKU: 75077829669

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Canon
Boise, US
★★★★★ 5
Perfect for tight spaces and surprisingly sturdy!
Color: White, Size: 6 Tier(13 inches)
I am beyond impressed with this 6-tier storage cart. I was looking for something to maximize the vertical space in a very narrow gap, and this fits like it was custom-made. What I love: Quality & Durability: The carbon steel frame feels very stable, and the safety stops on the drawers are a game-changer—you don’t have to worry about the baskets falling out when you pull them. Design & Aesthetics: The wood top gives it a premium look that blends nicely with my decor, unlike all-plastic utility carts. The white finish is clean and bright. Ease of Use: Assembly was straightforward, and it rolls smoothly even when fully loaded. I also appreciate the 6 side hooks for hanging smaller items. Versatility: The drainage holes in the baskets make it great for the bathroom or laundry room, but it’s cute enough for a craft room or kitchen too. If you have a small space that needs serious organization, this is definitely worth the investment. It’s functional, high-quality, and looks great!
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Reviewed in the United States on May 11, 2026
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StacyP
Battle Creek, US
★★★★★ 5
A great product!
Color: Black, Size: 6 Tier(8 inches), Color: Black, Size: 6 Tier(8 inches)
This storage cart really maximizes the space going up. This rolling cart is taller than me; I have 8-foot-tall doors, and you can see from my picture how tall this is. It is lightweight, rolls smoothly, is easy to assemble, and is a great value. You can place heavier or taller shampoo bottles on the shelves; they are pretty steady and not loose. The way this is built, the shelves are sturdy (they have 2 metal poles underneath giving them support). They also don't slide all the way out, so you don't have to worry about pulling it out too far and having things fall. This is a really great product, and I plan to use it in my master bathroom for all the extra stuff we have.
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Reviewed in the United States on May 1, 2026
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Judy
Boise, US
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Great purchase
Color: Ink Black, Size: 2 pack
The set is sturdy, easy to assemble and are visually pleasing. Great value for the money.
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bradley e.
Massapequa, US
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Sturdy and Nice
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Very Sturdy and good looking
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KAREN MARIE
Waukegan, US
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Really sturdy and a great value for the money. Almost idiot proof when putting it together, too. The drawing is very specific, and everything is really well marked and numbered. This isn’t fine furniture, but it really is a great value for the money!
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