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Women and Wealth
- A Playbook to Empower Clients and Unlock Their Fortune
Engelsk Hardback
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Women and Wealth
- A Playbook to Empower Clients and Unlock Their Fortune
Engelsk Hardback

387 kr
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6 - 8 hverdage

Om denne bog
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 listWhy women leave their financial advisors and what you can do to improve female client retentionAvoiding 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.
Product detaljer
Sprog:
Engelsk
Sider:
400
ISBN-13:
9781394300273
Indbinding:
Hardback
Udgave:
ISBN-10:
1394300271
Kategori:
Udg. Dato:
8 maj 2025
Længde:
33mm
Bredde:
237mm
Højde:
161mm
Forlag:
John Wiley & Sons Inc
Oplagsdato:
8 maj 2025
Forfatter(e):
Books from the same author
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