How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients

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