Cary Carbonaro

Gebundenes Buch

Women and Wealth

A Playbook to Empower Clients and Unlock Their Fortune

Beschreibung

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

Autor

CARY CARBONARO, CFP®, MBA, 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.

Produktdetails

• Verlag: John Wiley & Sons Inc
• Seitenzahl: 400
• Erscheinungstermin: 29. April 2025
• Englisch
• Abmessung: 230mm x 154mm x 34mm
• Gewicht: 718g
• ISBN-13: 9781394300273
• ISBN-10: 1394300271
• Artikelnr.: 71809913