Overview
In Women and Wealth, award-winning author and certified financial planner Cary Carbonaro delivers a practical and insightful guide for financial services professionals who want to better serve their female clients. The author explains the unique needs of women clients, the unique psychology driving their financial decisions, and their reasonable demands for personalized client care. She also offers real-world examples and case studies you can use to better serve women who reach out for personal finance and wealth management advice. Inside the book: ● Why ""bro-culture"" is killing the financial services industry and ignores the fastest growing demographic on every professional's client list ● Why women leave their financial advisors and what you can do to improve female client retention ● Avoiding the ""widows and divorcees"" stereotypes of female clients and understanding the psychology of female breadwinners A unique and powerful roadmap for financial services professionals seeking to better understand and serve women, Women and Wealth is a must-listen for financial advisors and planners, insurance agents, bank and credit union representatives, and accountants everywhere.
Full Product Details
Author: Cary Carbonaro ,
Emily Norman ,
Emily Norman
Publisher: Ascent Audio
Imprint: Ascent Audio
Edition: Unabridged edition
ISBN: 9798228584280
Publication Date: 01 July 2025
Audience:
General/trade
,
General
Format: Audio
Publisher's Status: Active
Availability: In Print
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Author Information
Cary Carbonaro, CFP(R), 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. With a voice that is hopeful, relatable, and warm, Emily Norman sounds like the girl next door who wears her heart on her sleeve. She particularly enjoys narrating books with big feelings, whether people are falling in love, being chased down a back alley, or braving the halls of their high school. She has a diverse acting background, including roles in theater, film, opera, and musical theater, and she enjoys bringing elements of all her training into her narration. With college degrees in philosophy and vocal performance, she has an eye for text analysis and an ear for giving a nuanced performance with distinct, authentic characters. When she's out of the booth, she's probably having a dance party in the kitchen with her four young kids or having a cuppa tea with her British husband. With a voice that is hopeful, relatable, and warm, Emily Norman sounds like the girl next door who wears her heart on her sleeve. She particularly enjoys narrating books with big feelings, whether people are falling in love, being chased down a back alley, or braving the halls of their high school. She has a diverse acting background, including roles in theater, film, opera, and musical theater, and she enjoys bringing elements of all her training into her narration. With college degrees in philosophy and vocal performance, she has an eye for text analysis and an ear for giving a nuanced performance with distinct, authentic characters. When she's out of the booth, she's probably having a dance party in the kitchen with her four young kids or having a cuppa tea with her British husband.
