商品簡介
The essential guide to serving your best customers—women
By 2030, women will control 70% of the wealth in the United States. How to Give Financial Advice to Women provides the knowledge and advice wealth planners need to communicate with and meet the needs unique to affluent women.
Kathleen Burns Kingsbury, a wealth psychology expert and behavioral change specialist, provides insight into the psychology of women, reasons why financial advisors need to do a better job marketing to female clients, and specific communication tips and techniques to help build relationships with women in a meaningful way in the financial planning and advising process.
How to Give Financial Advice to Women provides the step-by-step advice you need to satisfy and retain top-dollar women clients to survive and thrive well into the future.
作者簡介
Kathleen Burns Kingsbury is a wealth psychology expert and behavioral change specialist. She teaches financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability. Kathleen is an internationally published author and keyte speaker.
