Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune

by Cary Carbonaro

Better serve your female clients as a financial services professional

In Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune, 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...

• Format: Hardcover
• Language: English
• ISBN: 1394300271
• ISBN13: 9781394300273
• Release Date: April 2025
• Publisher: Wiley