Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune

In Women and Wealth, 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 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 list

● Why women leave their financial advisors and what you can do to improve female client retention

● Avoiding the "widows and divorcees" stereotypes of female clients and understanding the psychology of female breadwinners

A unique and powerful roadmap for financial services professionals seeking to better understand and serve women, Women and Wealth is a must-listen for financial advisors and planners, insurance agents, bank and credit union representatives, and accountants everywhere.

© 2025 Ascent Audio (Livre audio): 9781663754684

Date de publication

Livre audio : 1 juillet 2025