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How to give financial advice to women: attracting and retaining high-net worth female clients

How to give financial advice to women: attracting and retaining high-net worth female clients 

 
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Title : How to give financial advice to women: attracting and retaining high-net worth female clients 
Main Author : Kathleen Burns Kingsbury
Date of Publication : 2013
Overview : Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will:
  • Refine your advising style to appeal to women
  • Be sensitive to the realities of affluent women’s lives
  • Meet the unique needs of women in a variety of life transitions
  • Connect with women both as individuals and as part of couples
  • Build trust, actively listen, and foster financial confidence
Help women prepare their children to receive wealth
Call Number : 332.60688 KIN
Location : Level 3, Anjung Bestari Building, National Library of Malaysia

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