Description - How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients by Kathleen Burns Kingsbury
A financial advisor’s guide to successfully marketing and selling to a growing force in wealth planning-women •An expert in wealth psychology provides the knowledge and advice wealth planners need to communicate with and meet the needs unique to affluent women •By 2030, women will control more than two-thirds of the wealth in the United States, according to the Family Wealth Advisors Council •Kingsbury is a faculty member of the Certified Private Wealth Advisor (CPWA) program, a course offered by The University of Chicago Booth School of Business; she has presented keynotes at Merrill Lynch, Massachusetts Bankers Association, National Association of Personal Financial Advisors, and Women’s Advisors Forum
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