The "typical client" in the financial services industry is changing. A clientele once dominated by middle-aged and elderly men is now increasingly represented by women of various ages, female breadwinners who control large amounts of wealth. Despite this, many financial services professionals have failed to adapt to the changing landscape, leaving women behind or inadequately recognizing their unique perspectives and relationships with money, wealth, and investing. In Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune , celebrated investing expert Cary Carbonaro delivers a powerful and one-of-a-kind discussion of the continuing financial empowerment of women and how financial professionals can better serve their female clients. The book includes actionable strategies, research-backed approaches, and real-world examples and case studies to shed light on the unique wants, needs, and capabilities of women who reach out for personal finance and wealth management advice. Carbonaro explores the psychology behind women's financial decisions and offers valuable tools for effective client engagement. She provides tailored strategies for attracting and retaining female clients, helping financial services providers adapt to the rapidly changing client demographics of the industry. Through engaging stories and relatable examples, Women and Wealth makes complex financial concepts easily accessible to readers who work within and outside of the financial services industry.

Perfect for financial advisors, financial planners, insurance agents, bank representatives, credit union professionals, and CPAs, Women and Wealth is also a must-read for anyone in financial services who is interested in better serving women clients or learning about the unique relationships between women and money.