Women and Wealth

A Playbook to Empower Clients and Unlock Their Fortune

Cary Carbonaro

$57.95

Hardback

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English

John Wiley & Sons Inc
08 May 2025

Finance

Better serve your female clients as a financial services professional

In Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune, award-winning author and certified financial planner Cary Carbonaro delivers a practical and insightful guide for financial services professionals who want to better serve their female clients.

The author explains the unique needs of women clients, the unique psychology driving their financial decisions, and their reasonable demands for personalized client care. She also offers actionable strategies, research-backed approaches, and real-world examples and case studies you can use to better serve women who reach out for personal finance and wealth management advice.

Inside the book:

Why “bro-culture” is killing the financial services industry and ignores the fastest growing demographic on every professional's client list Why women leave their financial advisors and what you can do to improve female client retention Avoiding the “widows and divorcees” stereotypes of female clients and understanding the psychology of female breadwinners

A unique and powerful roadmap for financial services professionals seeking to better understand and serve women, Women and Wealth is a must-read for financial advisors and planners, insurance agents, bank and credit union representatives, and accountants everywhere.

By: Cary Carbonaro
Imprint: John Wiley & Sons Inc
Country of Publication: United States
Dimensions: Height: 234mm, Width: 160mm, Spine: 33mm
Weight: 658g
ISBN: 9781394300273
ISBN 10: 1394300271
Pages: 400
Publication Date: 08 May 2025
Audience: Professional and scholarly , Undergraduate
Format: Hardback
Publisher's Status: Active

Table of Contents Dedication Chapter 1: My Story Chapter 2: What is the Million-Dollar Opportunity? Chapter 3: What the Industry is Doing Wrong Chapter 4: Where are the Women Advisors? Chapter 5: History of Women and Money Chapter 6: History of Female Breadwinners Chapter 7: Understanding the Female Psyche Chapter 8: Unconscious Bias Chapter 9: Fear and Bag Lady Fear Chapter 10: Bro Culture and Lawsuits Chapter 11: Why Women Leave their Advisors Chapter 12: Ignored to Invested: How to Attract and Keep Women as Clients Chapter 13: Widows and Divorcées are NOT the Only Female Clients Chapter 14: Types of Female Clients, Part 2 Chapter 15: Women’s Health Equals Women’s Wealth Chapter 16: Women and Philanthropy Chapter 17: Getting to Know Your Clients with Behavioral Finance Chapter 18: Effective Communication with Female Clients Chapter 19:Leveraging Social Media to Connect with Women Clients: Building Deeper Connections and Trust Chapter 20: How I Charge Clients Chapter 21: Case Studies Chapter 22: Storytelling and Selling Help Chapter 23: Making the Industry Female Friendly Resources Acknowledgements About the Author

CARY CARBONARO, CFP®, MBA, is the author of the award-winning The Money Queen’s Guide, an expert in women’s finance, a certified financial planner, and is widely recognized as one of the top voices in financial literacy. Her life’s work is to help women achieve financial freedom and make the financial services industry more female-friendly.

LOW FLAT RATE $9.90 AUST-WIDE DELIVERY

Women and Wealth

A Playbook to Empower Clients and Unlock Their Fortune

Cary Carbonaro

$57.95

Hardback

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