Women and Wealth - Carbonaro, Cary

Résumé :

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...

Biographie:

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

Sommaire:
Women and Wealth by Cary Carbonaro is a guide to addressing women's unique financial challenges and empowering stronger client relationships. It offers actionable strategies, case studies, and reflective exercises for financial advisors, professionals, and women seeking control over their finances. Readers are encouraged to tailor advice, take action, collaborate, and revisit the book as a long-term resource to foster financial empowerment and inclusivity--...