How to give financial advice to women attracting and retaining high-net worth female clients by Kathleen Burns Kingsbury

Cover of: How to give financial advice to women | Kathleen Burns Kingsbury

Published by McGraw-Hill in New York .

Written in English

Read online

Subjects:

  • Marketing,
  • Investment advisors,
  • Financial planners,
  • Personal Finance,
  • Women

Edition Notes

Book details

Statementby Kathleen Burns Kingsbury
Classifications
LC ClassificationsHG4621 .K52 2013
The Physical Object
Paginationp. cm.
ID Numbers
Open LibraryOL25307738M
ISBN 100071798978
ISBN 109780071798976
LC Control Number2012017103

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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/5(14).

"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.5/5(3).

Book description: How to give financial advice to women book 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.

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But we didn’t stop there.Purchasing financial products such as shares, bonds, funds, some types of insurance, and pensions is often a big decision and commitment.

If you are thinking about getting some help with the decision, it’s important you are aware of the differences between advice and guidance services.

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