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.
Table of Contents
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
