SKU: 75077829669

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

Sale price$39.78 Regular price$44.20
Save 10%

Shipping Estimate
USA
  • USA
  • CAN

Ships within 48 hours · Estimated delivery Jul 13 - Jul 18

Promo Codes Available:

For Your Every Summer RSVP, with Code: SUMMER15

Description

How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female ClientsYOUR 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. A great addition to any financial planner's professional bookshelf." Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge "Finally a comprehensive answer to Freud's famous question, 'What do women

YOUR 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. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge

"Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate

"How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting

About the Book:

During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. 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. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will:

  • Refine your advising style to appeal to women
  • Be sensitive to the realities of affluent women's lives
  • Meet the unique needs of women in a variety of life transitions
  • Connect with women both as individuals and as part of couples
  • Build trust, actively listen, and foster financial confidence
  • Help women prepare their children to receive wealth

Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way.

How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.



Binding Type: Hardcover
Publisher: McGraw-Hill Education
Published: 08/28/2012
ISBN: 9780071798976
Pages: 272
Weight: 1.20lbs
Size: 9.10h x 6.30w x 1.10d
Shipping Notes
  • Free Standard Shipping on $100+ Orders to the USA.
  • Except Preorder products are shipped in 48 hours.
  • Delivery to the USA:
  1. Standard Shipping : 3-10 business days
  • If time is of the essence, please consider selecting expedited delivery for faster service.
Exchange/Return Notes
  • We offer a 30-day return/exchange service after receiving.
  • Final sale items are not eligible for returns or exchanges.
  • To process your return/exchange, please contact us at [email protected]
  • Please click here for more details>>> Return & Exchange Policy
SKU: 75077829669

Discover Niche Categories That Outsell

Top-Converting Item to Boost Your Average Order

4.7 ★★★★★
Based on 1665 reviews
Sort
Highest Rating
Newest First
Oldest First
Product Reviews
S
Verified Purchase
S L
Louisville, US
★★★★★ 5
My Golden Loves
Size: 2-pack, Style: Duo
My 8 month old Golden Retriever loves these. It is also one of the few products she cannot destroy. They smell as described and she loves to chew them and play fetch when. She can chew these easily without destroying them. Overall good value for the money for my Golden
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on January 2, 2026
A
Verified Purchase
Amazon Customer
Natrona Heights, US
★★★★★ 5
My dogs are obsessed with this ball
Size: 2-pack, Style: Duo
Great quality! I have 2 boxers that love it and the ball is still intact
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on January 31, 2026
D
Verified Purchase
Dianna H
San Leandro, US
★★★★★ 5
Not Scented, but Dog Approved
Size: 2-pack, Style: Duo
They don't smell like peanut butter or bacon. But our dogs still love them.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on August 31, 2025
W
Verified Purchase
waragon
Houston, US
★★★★★ 4
If they squeaked, they would be the perfect ball!
Size: 2-pack, Style: Duo
I bought our 15 month old Coton several Chuck-It toys on an Amazon deal. He is incredibly playful, mischievous, and ball/toy obsessed, especially for anything that makes noise. He can also be very destructive so I love how durable most of their products are - they’re among our longest lasting toys and worth every penny. We have yet to take them to the dog park, but they’re a perfect size for sharing in plat time. And they are keeping him busy at home - that’s a good thing. The scent is subtle but strong enough for him I guess because he loves gnawing on them. If they had squeakers, they would be absolutely perfect. Hopefully Chuck-It will see an opportunity for that down the road!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 28, 2026
R
Verified Purchase
Reepeat
West Palm Beach, US
★★★★★ 5
Most durable fetch balls I know of.
Size: 2-pack, Style: Duo
These balls are the biggest balls of them all. Well, not the biggest, but the best. Every other ball she would chew up in short order and I'd be throwing her a floppy piece of rubber. She just wants to fetch, but if it's not bouncing, she can't catch it on the bounce. Got these balls in July and no damage to them. I just ordered another pair, but only because the other two somehow got stuck up in trees. We have some very old and very large oak trees so not so easy to retrieve. Hope they somehow drop someday. But in the meantime, Lassie will be happy with her new ones. Very highly recommended!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on October 28, 2025

recommand products