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    How to Give Financial Advice to Women and Couples EBOOK BUNDLE
    How to Give Financial Advice to Women and Couples EBOOK BUNDLE
    How to Give Financial Advice to Women and Couples EBOOK BUNDLE
    Ebook521 pages9 hours

    How to Give Financial Advice to Women and Couples EBOOK BUNDLE

    By Kathleen Burns Kingsbury

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    About this ebook

    TWO E-BOOKS IN ONE

    How to Give Financial Advice to Women

    How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by Kathleen Burns Kingsbury, 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.

    How to Give Financial Advice to Couples

    How to Give Financial Advice to Couples teaches you how to avoid common traps like subtly siding with one member of the couple, failing to plan adequately with both partners, and sidestepping difficult financial conversations for fear of upsetting the wealth creator. You'll learn how to develop and articulate your couple's philosophy to establish expertise and credibility, how your couple's mindset impacts your work, and how being a couple-friendly advisor will set you apart from the competition.

    LanguageEnglish
    PublisherMcGraw-Hill Education
    Release dateSep 20, 2013
    ISBN9780071808149
    How to Give Financial Advice to Women and Couples EBOOK BUNDLE

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