Advisor Tools

February 25, 2016

How to Give Financial Advice to Women

During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The issue for advisors is that many of these women don’t trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can’t effectively communicate and establish a trusting relationship with her.

How to Give Financial Advice to Women teaches you the psychology of women and wealth and the essential skills you need to attract and retain them. 









How to Give Financial Advice to Couples

Seventy percent of women fire the couple's advisor within one year of the death of their spouses. Why? Because advisors repeatedly fail to build a solid working relationship with both members of a couple. How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs teaches you the essential skills needed to foster trust with both partners and at the same time, how to better meet their individual and joint financial needs.