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 Clients

by Kathleen Burns Kingsbury

Business Finance
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How to Give Financial Advice to Women examines approaches for attracting and retaining high-net-worth female clients. Kathleen Burns Kingsbury presents a focused resource for financial professionals interested in improving client relationships and considering how women’s needs and perspectives can shape the delivery of financial advice.

About This Book

How to Give Financial Advice to Women focuses on serving high-net-worth female clients.

Kathleen Burns Kingsbury addresses both attracting and retaining this important client group.

The book is centered on financial advice, client relationships, and professional business development.

It may be useful for financial professionals who want to consider women-specific perspectives in their practice.

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I will be using this book for: