How to Give Financial Advice to Women
Kathleen Burns Kingsbury
YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS
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.
Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, and the author of several books including How to Give Financial Advice to Women and How to Give Financial Advice to Couples. She served on the CNBC Digital Financial Advisor Council, is a thought-leader columnist for Investment News and is frequently quoted in publications such as the Wall Street Journal and Reuters. Kathleen is a faculty member of the Certified Private Wealth Advisor program of IMCA and teaches the Psychology of Financial Planning course at the McCallum Graduate School of Business at Bentley University. She holds a Master’s Degree in Psychology and an Undergraduate Degree in Finance. For more information, visit www.kbkwealthconnection.com.