Women and Wealth

A Playbook to Empower Clients and Unlock Their Fortune

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 list
• Why women leave their financial advisors and what you can do to improve female client retention
• Avoiding 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.

UK Delivery:

• Free delivery on all orders of £10 or more.
• £1.49 delivery fee on orders below £10.
• UK orders are shipped via Royal Mail 2nd Class.

International Delivery:

• Flat rate delivery charges vary by country.

Dispatch and Delivery Times:

• All orders are shipped from our warehouse in Northampton, UK within 48 hours of receipt during working hours.
• UK mainland orders typically arrive within 3-5 working days via Royal Mail 2nd Class.
• International estimated delivery times:
• Europe & Channel Islands: 7 to 10 working days
• USA: 7 to 15 working days
• Rest of the World: 9 to 21 working days

View our full delivery infomation here.