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Praise for WOMEN and WEALTH
"The historical norms of financial firms, regarding who our client is, no longer apply. Women and Wealth will help the successful evolution of human advice in wealth management. Cary Carbonaro has been a leader who empowered positive change in the perception of women clients."
-HAIG ARIYAN, CEO, Arax Investment Partners, Chairman, Ashton Thomas Private Wealth
"Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune is a timely guide that addresses one of the most critical opportunities in financial planning today: empowering women to take control of their financial futures. Cary Carbonaro's thoughtful insights and practical strategies will inspire both financial advisors and clients to approach financial planning with confidence, clarity and purpose."
-KEVIN R. KELLER, CAE, CEO, CFP Board
"Cary Carbonaro's new book, Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, provides a template to help women and their financial advisors forge a healthier and sustainable financial future."
-MARY BETH FRANKLIN, National Social Security Expert and Creator of the PBS TV show, Social Security & You with Mary Beth Franklin
"Thought leader Cary Carbonaro lays it out: our industry must adapt to serve women. With historical narratives and copious supporting data, Women and Wealth not only defines the problem with wealth management but also provides comprehensive and methodical solutions. As promised, it is a detailed playbook for success. The future of wealth is female."
-BLAIR duQUESNAY, Lead Advisor, The Preserve, Ritholtz Wealth Management
Praise for WOMEN and WEALTH
"The historical norms of financial firms, regarding who our client is, no longer apply. Women and Wealth will help the successful evolution of human advice in wealth management. Cary Carbonaro has been a leader who empowered positive change in the perception of women clients."
-HAIG ARIYAN, CEO, Arax Investment Partners, Chairman, Ashton Thomas Private Wealth
"Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune is a timely guide that addresses one of the most critical opportunities in financial planning today: empowering women to take control of their financial futures. Cary Carbonaro's thoughtful insights and practical strategies will inspire both financial advisors and clients to approach financial planning with confidence, clarity and purpose."
-KEVIN R. KELLER, CAE, CEO, CFP Board
"Cary Carbonaro's new book, Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, provides a template to help women and their financial advisors forge a healthier and sustainable financial future."
-MARY BETH FRANKLIN, National Social Security Expert and Creator of the PBS TV show, Social Security & You with Mary Beth Franklin
"Thought leader Cary Carbonaro lays it out: our industry must adapt to serve women. With historical narratives and copious supporting data, Women and Wealth not only defines the problem with wealth management but also provides comprehensive and methodical solutions. As promised, it is a detailed playbook for success. The future of wealth is female."
-BLAIR duQUESNAY, Lead Advisor, The Preserve, Ritholtz Wealth Management
CARY CARBONARO, CFP®, MBA, is the author of the award-winning The Money Queen's Guide, an expert in women's finance, a certified financial planner, and is widely recognized as one of the top voices in financial literacy. Her life's work is to help women achieve financial freedom and make the financial services industry more female-friendly.
Dedication v
Dear Readers 1
Chapter 1 My Story 5
Chapter 2 What Is the Trillion Dollar Opportunity? 31
Chapter 3 What the Industry Is Doing Wrong 49
Chapter 4 Where Are the Women Advisors? 65
Chapter 5 History of Women and Money 75
Chapter 6 History of Female Breadwinners 101
Chapter 7 Understanding the Female Psyche 121
Chapter 8 Unconscious Bias 141
Chapter 9 Fear and Bag Lady Fear 163
Chapter 10 Bro Culture and Lawsuits 177
Chapter 11 Why Women Leave Their Advisors 187
Chapter 12 Ignored to Invested: How to Attract and Keep Women As Clients 199
Chapter 13 Widows and Divorcees Are Not the Only Female Clients 209
Chapter 14 Types of Female Clients, Part II 223
Chapter 15 Women's Health Equals Women's Wealth 241
Chapter 16 Women and Philanthropy 249
Chapter 17 Getting to Know Your Clients with Behavioral Finance 263
Chapter 18 Effective Communication with Female Clients 277
Chapter 19 Building Deeper Connections and Trust Through Social Media 291
Chapter 20 How I Charge Clients 303
Chapter 21 Case Studies and What Women Need in Financial Services 313
Chapter 22 Storytelling and Selling Help 339
Chapter 23 Making the Industry Female-friendly 349
Resources 359
Acknowledgements 367
Author Bio 369
Takeaways 371
Index 375
| Erscheinungsjahr: | 2025 |
|---|---|
| Fachbereich: | Betriebswirtschaft |
| Genre: | Importe, Wirtschaft |
| Rubrik: | Recht & Wirtschaft |
| Medium: | Buch |
| Inhalt: | Einband - fest (Hardcover) |
| ISBN-13: | 9781394300273 |
| ISBN-10: | 1394300271 |
| Sprache: | Englisch |
| Einband: | Gebunden |
| Autor: | Carbonaro, Cary |
| Hersteller: | Wiley |
| Verantwortliche Person für die EU: | Libri GmbH, Europaallee 1, D-36244 Bad Hersfeld, gpsr@libri.de |
| Maße: | 230 x 154 x 34 mm |
| Von/Mit: | Cary Carbonaro |
| Erscheinungsdatum: | 29.04.2025 |
| Gewicht: | 0,644 kg |
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