SKU: 75077829669

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

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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
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SKU: 75077829669

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Ivy
Natrona Heights, US
★★★★★ 5
Beautiful sapphic story
Format: Kindle
This neurodivergent sapphic romance was everything I wanted in a book. Seeing the messing sides of both characters and seeing them come together was beautiful. Relationships are hard. Being neurodivergent is really really hard. The author somehow got it into these pages and it's beautiful.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 26, 2026
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tracie dietz
West Palm Beach, US
★★★★★ 4
pretty cute, mediocre writing
Format: Kindle
Its okay and cute story and characters but writing feels cringey and lazy at times. I also tended to find the main characters sometimes annoying
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on October 8, 2025
C
Clair Brendel
Houston, US
★★★★★ 3
flawed and sweet
Format: Kindle
While the premise of the book was endearing, it quickly felt under-researched and over-represented. Giving characters mental health diagnoses while describing only surface level or self-diagnosed criteria makes the characters feel stereotypical and under-developed. The manic-like decision making of one of the main characters is often used as a plot point, making it feel like a gimmick to blame the character’s “neurodivergence”. Had there been better research and understanding into mental health diagnoses, and less stereotypically representation, it would have been easier to enjoy. Aside from that I liked the premise of the plot and found the build of found family, friendship, and love to be sweet.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on February 23, 2026
M
Verified Purchase
Mia Evans
New York, US
★★★★★ 5
Perfect spring romcom!
Format: Paperback
What a beautiful story about finding the life and partner that works for you. I may need to go buy a flower farm and come right back! If you want a book with the most perfect spring vibes this is it! I loved that Opal and Pepper had such complementary skills when it came to the flower farm. Opal bought a flower farm for the vibes and without Pepper would have had absolutely no hope of maintaining it. Honestly relatable. I loved seeing them working together and learning to understand one another. I also loved how this story explored neurodivergence and the different strengths and struggles it can bring. Opal's experience of being neurodivergent is dissimilar to other descriptions I have read and I really appreciated it. I became a reader because I love seeing how people's minds work differently but with how much I read it's unusual that I come across a character who really stands out. Opal is one who does. If you want a story that is the perfect escapism while also being very grounded in issues and experiences people have then this is the perfect fit! I love reading books about things that sound so incredibly cool, like owning a flower farm, but I would be completely terrible at! I'm over here like maybe I do need a flower farm and my half-dead houseplants are judging me. Thanks to St. Martins Press!
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on April 16, 2024
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Nerdy-Birdy101
Birmingham, US
★★★★★ 4
Good!
Format: Paperback
Thank you to NetGalley for the e-ARC! I love Mazey’s writing and character-building! The setting of a flower farm was splendid. The sapphic romance was lovely. You go to see inside both of the character’s heads and understand their viewpoint and reasoning. My girl Lizzie and her cake-making were mentioned!! I think it would be lovely if Opal’s sisters were able to have their happily ever afters told in the future.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on May 7, 2024

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