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How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs
Language: en
Pages: 289
Authors: Kathleen Burns Kingsbury
Categories: Business & Economics
Type: BOOK - Published: 2013-09-06 - Publisher: McGraw Hill Professional

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DISCOVER the SECRETS to ATTRACTING and RETAINING AFFLUENT COUPLES Fact: A startling 70 percent of widows fire the couple's financial advisor within one year of
How to Give Financial Advice to Women and Couples EBOOK BUNDLE
Language: en
Pages: 565
Authors: Kathleen Burns Kingsbury
Categories: Business & Economics
Type: BOOK - Published: 2013-09-20 - Publisher: McGraw Hill Professional

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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 inv
Gender on Wall Street
Language: en
Pages: 193
Authors: Laura Mattia
Categories: Business & Economics
Type: BOOK - Published: 2018-06-13 - Publisher: Springer

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This book contains advice and direction for women who are either seeking a career or who have already embarked on a career in financial services. The book first
How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients
Language: en
Pages: 273
Authors: Kathleen Burns Kingsbury
Categories: Business & Economics
Type: BOOK - Published: 2012-08-31 - Publisher: McGraw Hill Professional

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YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS "How to Give Financial Advice to Women is full of specific and useful suggestions to help f
Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)
Language: en
Pages: 261
Authors: Steve Moore
Categories: Business & Economics
Type: BOOK - Published: 2010-11-09 - Publisher: John Wiley & Sons

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A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for