How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs
| Author | : | |
| Rating | : | 4.94 (851 Votes) |
| Asin | : | 0071819118 |
| Format Type | : | paperback |
| Number of Pages | : | 288 Pages |
| Publish Date | : | 2016-06-04 |
| Language | : | English |
DESCRIPTION:
Kingsbury is the author of How to Give Financial Advice to Women and the Creating Wealth from the Inside Out Workbook for clients.For more information, visit kbkwealthconnection . She teaches financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability. Kathleen Burns Kingsbury is the founder of KBK Wealth Connection, a wealth psychol
A fresh look at the couple's dynamic I think Kathleen does a great job presenting the latest research on how couples behave financially and how advisors should be prepared to effectively work with them, then offers useful exercises to help advisors fine-tune their client relationship skills. If you already practice Life Planning, the skills will sound familiar. As an adviso. Laurie Ann Murabito said An Eloquent Writer with Outstsnding Advice. One of the best books I've read. Kathleen Burns Kingsbury is a talented writer with great advice for financial planners. Her real life examples make her tips easy to understand and implement. Twelve chapters to help you understand the psychology of couples and how the current way of focusing only on the man does not work today. The secon. Indispensable Resource for Financial Advisors marguerita m cheng Kathleen Burns Kingsbury shares practical and easy to implement strategies to help financial advisors better connect, communicate and collaborate with female prospects and clients. As an avid reader, I definitelyappreciate her seamless transitions to new topics/subject matter. She has done an outstanding job with the organization and flo
. From the Back CoverDuring the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. Written by 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. "How to Give Financial Advice to Women" tells you what every wealthy woman wants her financial advisor to know. This complete guide even comes with valuable marketing dos and don'ts to ensure you attract the right clients in the most cost-effective way. The problem is that two-thirds of women don't trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can't effectively communicate and establish a trusting relationship with her. With the help of con
Whether or not you hearken to Kathleen’s insights will have a profound impact on your business, for better or for worse, for richer or for poorer." -- Mitch Anthony, author of The New RetireMentality"A must-read text for financial advisors to help them build and grow their practices. Kingsbury reveals: The top myths about couples and money The five tenets of couple dynamics and how they unfold in your office Strategies for encouraging the nondominant partner to speak up in meetings Techniques for facilitating financial conversations and mediating differences Tips for empowering couples to raise financially intelligent childrenYou'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.This one-of-a-kind handbook is the key to unlocking the secrets to attracting and retaining high-net-worth couples now and after difficult life transitions.How to Give Financial Advice to Couples gives you the expert insight and proven tools for navigating the unique dynamics of two people planning for their financial future."Why do 70 percent of widows fire their financial advisor upon the passing of their husban