Cary Carbonaro

Women and Wealth (eBook, ePUB)

A Playbook to Empower Clients and Unlock Their Fortune

• Format: ePub

Produktbeschreibung

Better serve your female clients as a financial services professional

In Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune, 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 actionable strategies, research-backed approaches, and 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-read for financial advisors and planners, insurance agents, bank and credit union representatives, and accountants everywhere.

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 446
• Erscheinungstermin: 21. April 2025
• Englisch
• ISBN-13: 9781394300280
• Artikelnr.: 73953282

Autorenporträt

CARY CARBONARO, CFP^®, MBA, is the author of the award-winning The Money Queen's Guide, an expert in women's finance, a certified financial planner, and is widely recognized as one of the top voices in financial literacy. Her life's work is to help women achieve financial freedom and make the financial services industry more female-friendly.

Inhaltsangabe

Dedication v
Dear Readers 1
Chapter 1 My Story 5
Chapter 2 What Is the Trillion Dollar Opportunity? 31
Chapter 3 What the Industry Is Doing Wrong 49
Chapter 4 Where Are the Women Advisors? 65
Chapter 5 History of Women and Money 75
Chapter 6 History of Female Breadwinners 101
Chapter 7 Understanding the Female Psyche 121
Chapter 8 Unconscious Bias 141
Chapter 9 Fear and Bag Lady Fear 163
Chapter 10 Bro Culture and Lawsuits 177
Chapter 11 Why Women Leave Their Advisors 187
Chapter 12 Ignored to Invested: How to Attract and Keep Women As Clients
199
Chapter 13 Widows and Divorcees Are Not the Only Female Clients 209
Chapter 14 Types of Female Clients, Part II 223
Chapter 15 Women's Health Equals Women's Wealth 241
Chapter 16 Women and Philanthropy 249
Chapter 17 Getting to Know Your Clients with Behavioral Finance 263
Chapter 18 Effective Communication with Female Clients 277
Chapter 19 Building Deeper Connections and Trust Through Social Media 291
Chapter 20 How I Charge Clients 303
Chapter 21 Case Studies and What Women Need in Financial Services 313
Chapter 22 Storytelling and Selling Help 339
Chapter 23 Making the Industry Female-friendly 349
Resources 359
Acknowledgements 367
Author Bio 369
Takeaways 371
Index 375