Cary Carbonaro

Women and Wealth

A Playbook to Empower Clients and Unlock Their Fortune

• Gebundenes Buch

Produktbeschreibung

""Women and Wealth" by Cary Carbonaro is a guide to addressing women's unique financial challenges and empowering stronger client relationships. It offers actionable strategies, case studies, and reflective exercises for financial advisors, professionals, and women seeking control over their finances. Readers are encouraged to tailor advice, take action, collaborate, and revisit the book as a long-term resource to foster financial empowerment and inclusivity"--

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Produktdetails

• Verlag: Wiley
• Seitenzahl: 368
• Erscheinungstermin: 29. April 2025
• Englisch
• ISBN-13: 9781394300273
• ISBN-10: 1394300271
• Artikelnr.: 71809913

Inhaltsangabe

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