How to give financial advice to women : attracting and retaining high-net worth female clients /
Kingsbury, Kathleen Burns,1966-
New York : McGraw-Hill,
c2013.
Includes bibliographical references (p. 235-240) and index.
The underserved client -- The psychology of women and wealth -- Your affluent female client -- Women in transition -- Building trust -- Active listening -- Fostering financial confidence -- Advising women in couples -- Preparing the next generation to receive wealth -- Marketing to affluent women.
Investment advisors
Financial planners
Women