Sign in  |  Register
Advanced search
Publication Cover

CITATION

Kingsbury, Kathleen Burns. How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients. US: McGraw-Hill, 2012.

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

Authors: Kathleen Burns Kingsbury

Published:  August 2012

eISBN: 9780071798983 0071798986 | ISBN: 9780071798976
Open eBook
  • Contents
  • Acknowledgments
  • Introduction
  • Part I: Women and Wealth
  • Chapter 1: The Underserved Client
  • Chapter 2: The Psychology of Women and Wealth
  • Chapter 3: Your Affluent Female Client
  • Chapter 4: Women in Transition
  • Part II: Essential Skills for Advising Affluent Women
  • Chapter 5: Building Trust
  • Chapter 6: Active Listening
  • Chapter 7: Fostering Financial Confidence
  • Chapter 8: Advising Women in Couples
  • Chapter 9: Preparing the Next Generation to Receive Wealth
  • Chapter 10: Marketing to Affluent Women
  • Afterword
  • Notes
  • Female-Friendly Resource Guide
  • About the Author
  • Index