How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients

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Author :
Publisher : McGraw Hill Professional
ISBN 13 : 0071798986
Total Pages : 273 pages
Book Rating : 4.0/5 (717 download)

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Book Synopsis How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients by : Kathleen Burns Kingsbury

Download or read book How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients written by Kathleen Burns Kingsbury and published by McGraw Hill Professional. This book was released on 2012-08-31 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 financial advisors serve female clients more effectively. A great addition to any financial planner's professional bookshelf." -- Rick Kahler, CFP, coauthor of Conscious Finance and The Financial Wisdom of Ebenezer Scrooge "Finally a comprehensive answer to Freud's famous question, 'What do women really want?'--at least when it comes to financial advice. . . . A must-read manual for financial advisors on how to work authentically and appreciatively with women." -- Eleanor Blayney, CFP, President, Directions for Women, CFP Board Consumer Advocate "How to Give Financial Advice to Women arrives perfectly timed for advisors seeking guidance with the changing landscape of modern financial management. Addressing the dramatic rise of women in business, investing, and wealth, Kathleen Kingsbury clearly articulates how advisors can and need to understand the perspectives of female clients. Every advisor should read this book and learn these skills." -- Jim Grubman, PhD, FamilyWealth Consulting About the Book: During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. 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. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. 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. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will: Refine your advising style to appeal to women Be sensitive to the realities of affluent women’s lives Meet the unique needs of women in a variety of life transitions Connect with women both as individuals and as part of couples Build trust, actively listen, and foster financial confidence Help women prepare their children to receive wealth Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. 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. How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.

The Missing Mentor

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Publisher : Household Pub./Enterprises Incorporated
ISBN 13 : 9780977273096
Total Pages : 0 pages
Book Rating : 4.2/5 (73 download)

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Book Synopsis The Missing Mentor by : Mary E. Stutts

Download or read book The Missing Mentor written by Mary E. Stutts and published by Household Pub./Enterprises Incorporated. This book was released on 2010-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Wise Women Managing Money

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Publisher : Moody Publishers
ISBN 13 : 0802499880
Total Pages : 209 pages
Book Rating : 4.8/5 (24 download)

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Book Synopsis Wise Women Managing Money by : Miriam Neff

Download or read book Wise Women Managing Money written by Miriam Neff and published by Moody Publishers. This book was released on 2022-03-01 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: A book by women, for women, about money management. More women than ever have control of capital and are making financial decisions. Yet not every woman has command of the lingo, the underlying principles, or the big-picture perspective of money management. If that describes you, Wise Women Managing Money is here to help. Written by a mother-daughter team, this book is uniquely positioned to come alongside you and provide the financial overview you need. Miriam, the mother in the duo, has enough real-world experience to give her a vintage outlook on life. As a long-time counselor, she understands human needs. And as a widow, she knows what it means to be thrust unexpectedly into money matters. Valerie, the daughter, is an attorney, certified financial planner, and an expert in Christian philanthropy. Together, Miriam and Valerie combine their skillsets to answer your pressing questions about things like: Credit cards Managing debt Insurance Loans and contracts Budget busters Avoiding fraud Picking a financial advisor IRAs, annuities, & Roths Kingdom giving And much more! Whether you’re newly involved in money management due to a career or life transition, or you just want to be more knowledgeable about this important part of life, Wise Women Managing Money will teach you the ropes in language anyone can understand. Don’t let all the business jargon or technical terms intimidate you. Take control of your financial future and start managing your money in ways that honor God and allow you to do good with the resources He provides.

Ms. Mentor's Impeccable Advice for Women in Academia

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Author :
Publisher : University of Pennsylvania Press
ISBN 13 : 0812208110
Total Pages : 242 pages
Book Rating : 4.8/5 (122 download)

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Book Synopsis Ms. Mentor's Impeccable Advice for Women in Academia by : Emily Toth

Download or read book Ms. Mentor's Impeccable Advice for Women in Academia written by Emily Toth and published by University of Pennsylvania Press. This book was released on 2012-07-24 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: In question-and-answer form, Ms. Mentor advises academic women about issues they daren't discuss openly, such as: How does one really clamber onto the tenure track when the job market is so nasty, brutish, and small? Is there such a thing as the perfectly marketable dissertation topic? How does a meek young woman become a tiger of an authority figure in the classroom-and get stupendous teaching evaluations? How does one cope with sexual harassment, grandiosity, and bizarre behavior from entrenched colleagues? Ms. Mentor's readers will find answers to the secret queries they were afraid to ask anyone else. They'll discover what it really takes to get tenure; what to wear to academic occasions; when to snicker, when to hide, what to eat, and when to sue. They'll find out how to get firmly planted in the rich red earth of tenure. They'll learn why lunch is the most important meal of the day.

Lean In

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Publisher : Knopf
ISBN 13 : 0385349955
Total Pages : 241 pages
Book Rating : 4.3/5 (853 download)

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Book Synopsis Lean In by : Sheryl Sandberg

Download or read book Lean In written by Sheryl Sandberg and published by Knopf. This book was released on 2013-03-11 with total page 241 pages. Available in PDF, EPUB and Kindle. Book excerpt: #1 INTERNATIONAL BESTSELLER • “A landmark manifesto" (The New York Times) that's a revelatory, inspiring call to action and a blueprint for individual growth that will empower women around the world to achieve their full potential. In her famed TED talk, Sheryl Sandberg described how women unintentionally hold themselves back in their careers. Her talk, which has been viewed more than eleven million times, encouraged women to “sit at the table,” seek challenges, take risks, and pursue their goals with gusto. Lean In continues that conversation, combining personal anecdotes, hard data, and compelling research to change the conversation from what women can’t do to what they can. Sandberg, COO of Meta (previously called Facebook) from 2008-2022, provides practical advice on negotiation techniques, mentorship, and building a satisfying career. She describes specific steps women can take to combine professional achievement with personal fulfillment, and demonstrates how men can benefit by supporting women both in the workplace and at home.

In the Company of Women

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Publisher : Artisan
ISBN 13 : 1579657265
Total Pages : 361 pages
Book Rating : 4.5/5 (796 download)

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Book Synopsis In the Company of Women by : Grace Bonney

Download or read book In the Company of Women written by Grace Bonney and published by Artisan. This book was released on 2016-10-04 with total page 361 pages. Available in PDF, EPUB and Kindle. Book excerpt: New York Times Bestseller Named One of the Ten Best Books of the Year by Essence Named a Best Holiday Gift Book by Real Simple, Washington Post, Los Angeles Times, Atlanta Journal-Constitution, Boston Globe, and more Named a Best Gift for Coworkers by Heavy.com Named a Best Mother’s Day Gift by the Seattle Times “I want to rip out every page of this glorious book and hang them on my wall so that I can be surrounded by these incredible women all day long.” —Emma Straub, New York Times bestselling author of The Vacationers and Modern Lovers Over 100 exceptional and influential women describe how they embraced their creative spirit, overcame adversity, and sparked a global movement of entrepreneurship. Media titans and ceramicists, hoteliers and tattoo artists, comedians and architects—taken together, these profiles paint a beautiful picture of what happens when we pursue our passions and dreams.

The World's Best Advice from the World's Wisest Women

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Author :
Publisher : Insight Editions
ISBN 13 : 9781601090331
Total Pages : 0 pages
Book Rating : 4.0/5 (93 download)

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Book Synopsis The World's Best Advice from the World's Wisest Women by : B.J. Gallager

Download or read book The World's Best Advice from the World's Wisest Women written by B.J. Gallager and published by Insight Editions. This book was released on 2009-04-14 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: There is a long and sacred tradition of women inspiring other women — in overcoming seemingly impossible difficulties, in following dreams into uncharted territory, in rising to great heights of achievement, in finding spiritual and creative fulfillment. The World’s Best Advice From the World’s Wisest Women from Other Women is a collection of wise advice, personal anecdotes, inspirational quotes, and comic one-liners, all celebrating what women learn from one another. Author B. J. Gallagher also shares stories about the many women who have taught her — from grandmothers to actresses to politicians to shopkeepers. Topics include work, friendship, love, money, motherhood, creativity, and happiness, everything a woman needs to know!

Money Confidence

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Publisher : Greenleaf Book Group
ISBN 13 : 162634440X
Total Pages : 319 pages
Book Rating : 4.6/5 (263 download)

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Book Synopsis Money Confidence by : Crystal Oculee

Download or read book Money Confidence written by Crystal Oculee and published by Greenleaf Book Group. This book was released on 2017-09-05 with total page 319 pages. Available in PDF, EPUB and Kindle. Book excerpt: When it comes to money,hope is not a strategy. Toughen up, take action, and keep what’s yours! Have you, like many women, put off organizing your financial life? You know you want independence, you know you want to save, and you know you want a solid retirement. But if you’re overwhelmed at the thought of where and how to begin, you’re not alone. You may have been raised to defer to others in matters of money, or you may feel you simply lack the understanding of how to take on financial matters. Without the confidence they need, it’s easy for women to find themselves in a situation where the only action they feel they can take is hoping that everything will turn out all right in the end. But planning for the future doesn’t have to be this way. Money Confidence is Crystal Oculee’s authoritative and engaging reality check and call to action for women of all ages to take—or regain—control of their financial lives. The author shows why hope is not a financial strategy, and how, with the tools and information she provides, women can attain the independence, savings, and secure retirement they want. The author cleverly employs metaphors from familiar fairy tales to illuminate and accentuate the book’s serious message: Women need to toughen up; and they can and need to identify and overcome myths and mind-sets that place them at a disadvantage when it comes to dealing with their money and finding and working with financial advisors. Oculee shows women how to communicate, be strong, ask questions, and reject advisors who don’t take them seriously. Real-life scenarios of various women’s experiences with money and advisors prove how women can get the confidence they need once they know what is holding them back. The author presents informative, down-to-earth explanations of common financial situations and specific financial products along with useful worksheets in a conversational and friendly tone with a good dose of sass. Women will find her valuable and easy-to-follow advice rings true. Crystal is a personal finance expert, a national financial motivational speaker, a Personal Money Trainer™, and author. She is a regular TV and radio guest who has appeared on CBS News, Fox, ABC, KFI, KTLK, KRLA, KDAR, and KKLA. She has also been featured in publications such as Entrepreneur and Redbook. ​Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actor’s Guild (SAG), the Motion Picture & Television Fund, California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat. She is the author of Your Personal Money Diary.

Women Advising Women

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Author :
Publisher :
ISBN 13 : 9781857110425
Total Pages : 55 pages
Book Rating : 4.1/5 (14 download)

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Book Synopsis Women Advising Women by :

Download or read book Women Advising Women written by and published by . This book was released on 1993 with total page 55 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Counseling the Contemporary Woman

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Publisher : Rowman & Littlefield
ISBN 13 : 1538123622
Total Pages : 448 pages
Book Rating : 4.5/5 (381 download)

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Book Synopsis Counseling the Contemporary Woman by : Suzanne Degges-White

Download or read book Counseling the Contemporary Woman written by Suzanne Degges-White and published by Rowman & Littlefield. This book was released on 2020-05-22 with total page 448 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides a comprehensive exploration of the challenges women may face as they navigate the multiple roles that they carry. Attention is given to the unique cultural identities that women embody and suggestions are provided to help counselors acknowledge the various aspects of each client’s intersectional identity. In addition to theory, we provide suggestions for practical application of relevant interventions and strategies for helping women achieve their goals. A foundation is provided that explore the multiple layers of development that occur during adolescence, adulthood, midlife, and older adulthood. Women face numerous challenges related to identity development and relationships. These challenges can generate psychological and emotional distress that lead women to seek professional assistance in finding solutions to their issues. With more choices than in generations past, women can face unexpected and unanticipated challenges and barriers to their individual and relational development. This book is organized around contemporary developmental and relational rites of passage women experience in adulthood. Traditional rites of passage include birth, menarche, marriage, and death. These events still hold significance but women’s lives today follow expanded and complex trajectories. Numerous transitions, such as attending college, navigating employment opportunities and the relational challenges that women face in various areas of life, are presented and addressed in this book from a clinician’s perspective providing practitioners with insight and practical knowledge. In this book, we cover choices related to such topics as career, relationships, parenthood, and support networks. We also explore the struggles that women face including abuse, depression, anxiety, feelings of low self-worth, loss, and addictions. Best practices in counseling women are highlighted and utilized in case study examples. The relationships created by women impact their lives and this book helps the reader to gain insight into how women can take ownership for their relationships and choices.

Dear Female Founder

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Publisher :
ISBN 13 : 9780995608108
Total Pages : 312 pages
Book Rating : 4.6/5 (81 download)

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Book Synopsis Dear Female Founder by : Lu Li

Download or read book Dear Female Founder written by Lu Li and published by . This book was released on 2016-10-11 with total page 312 pages. Available in PDF, EPUB and Kindle. Book excerpt: Dear Female Founder is based on one simple question: If successful female entrepreneurs and investors wrote a letter of advice to the next generation of female founders - what would they write about? This book shares invaluable insights from 66 inspirational women sharing business advice they wished someone had told them when they started out.

Badass Women Give the Best Advice

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Publisher : Mango Media Inc.
ISBN 13 : 1633536947
Total Pages : 150 pages
Book Rating : 4.6/5 (335 download)

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Book Synopsis Badass Women Give the Best Advice by : Becca Anderson

Download or read book Badass Women Give the Best Advice written by Becca Anderson and published by Mango Media Inc.. This book was released on 2018-03-13 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: “I, for one, will be taking to heart all the advice from these very wise and wild women—silver screen queens, comediennes and brilliant writers.” —Nina Lesowitz, author of The Grateful Life This delightfully dishy gathering of gal pals is like having a heart-to-heart with 200 of your closest friends. Garrulous girls and loquacious ladies from every walk of life unleash their wicked wit in this humorous and enlightening compilation and tell it like it is. Topics include What the World Needs Now, Love Hurts, Lost Love, and Are Men Really Necessary. Learn and laugh at the real stories of the amazing women you love:true tales about wild women of yore that entertain as much as they enlighten. From Anais Nin, Lily Tomlin, Amy Bloom, Dorothy Allison, Drew Barrymore, Chrissy Teigen and beyond, there’s no shortage of sass, sarcasm, or sizzle and a few shocks along the way! In Badass Women Give the Best Advice, readers will find: Wisdom about sex, dating, break ups, weddings, the prerequisites for the perfect kiss, and more!Quotes and true stories from famous women and girl bossesQuizzes, love and sex bucket lists, and topics like “Size Really Does Matter,” and “Cry Me a River, The Weepiest Romantic Movies Ever” that will spice up your sex and love life “Ah, love, luv, l’amour! Buy this for your honey and read it in bed together. That’s amore!” —Trina Robbins, author of Last Girl Standing “Meet your 200 new bffs and listen up. Everything you need to know is in this book.” —Reeda Joseph, author of Girlfriends Forever

For Her Own Good

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Author :
Publisher : Anchor
ISBN 13 : 0307764168
Total Pages : 434 pages
Book Rating : 4.3/5 (77 download)

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Book Synopsis For Her Own Good by : Barbara Ehrenreich

Download or read book For Her Own Good written by Barbara Ehrenreich and published by Anchor. This book was released on 2013-10-02 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: This women's history classic brilliantly exposed the constraints imposed on women in the name of science and exposes the myths used to control them. Since the the nineteenth century, professionals have been invoking scientific expertise to prescribe what women should do for their own good. Among the experts’ diagnoses and remedies: menstruation was an illness requiring seclusion; pregnancy, a disabling condition; and higher education, a threat to long-term health of the uterus. From clitoridectomies to tame women’s behavior in the nineteenth century to the censure of a generation of mothers as castrators in the 1950s, doctors have not hesitated to intervene in women’s sexual, emotional, and maternal lives. Even domesticity, the most popular prescription for a safe environment for woman, spawned legions of “scientific” experts. Barbara Ehrenreich and Dierdre English has never lost faith in science itself, butinsist that we hold those who interpret it to higher standards. Women are entering the medical and scientific professions in greater numbers but as recent research shows, experts continue to use pseudoscience to tell women how to live. For Her Own Good provides today’s readers with an indispensable dose of informed skepticism.

Mrs Moneypenny's Careers Advice for Ambitious Women

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Publisher :
ISBN 13 : 9780670920846
Total Pages : 0 pages
Book Rating : 4.9/5 (28 download)

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Book Synopsis Mrs Moneypenny's Careers Advice for Ambitious Women by : Mrs. Moneypenny

Download or read book Mrs Moneypenny's Careers Advice for Ambitious Women written by Mrs. Moneypenny and published by . This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Welcome to the world of Mrs Moneypenny, where it's all about who you know and what you know. Where you can't have it all, but you have to do it all. And where women wanting to reach the top need to learn to say 'no'.

A Leadership Guide for Women in Higher Education

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Publisher : JHU Press
ISBN 13 : 1421441012
Total Pages : 168 pages
Book Rating : 4.4/5 (214 download)

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Book Synopsis A Leadership Guide for Women in Higher Education by : Marjorie Hass

Download or read book A Leadership Guide for Women in Higher Education written by Marjorie Hass and published by JHU Press. This book was released on 2021-08-10 with total page 168 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book aims to give women the frank, supportive advice they need to advance in their careers and to lead with excellence. Based on the author's fifteen years of senior leadership experience at three different colleges and her mentorship work with dozens of women, this book guides women through launching, building, and advancing an academic career"--

Eight Flavors

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Publisher : Simon and Schuster
ISBN 13 : 1476753954
Total Pages : 304 pages
Book Rating : 4.4/5 (767 download)

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Book Synopsis Eight Flavors by : Sarah Lohman

Download or read book Eight Flavors written by Sarah Lohman and published by Simon and Schuster. This book was released on 2016-12-06 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: This unique culinary history of America offers a fascinating look at our past and uses long-forgotten recipes to explain how eight flavors changed how we eat. The United States boasts a culturally and ethnically diverse population which makes for a continually changing culinary landscape. But a young historical gastronomist named Sarah Lohman discovered that American food is united by eight flavors: black pepper, vanilla, curry powder, chili powder, soy sauce, garlic, MSG, and Sriracha. In Eight Flavors, Lohman sets out to explore how these influential ingredients made their way to the American table. She begins in the archives, searching through economic, scientific, political, religious, and culinary records. She pores over cookbooks and manuscripts, dating back to the eighteenth century, through modern standards like How to Cook Everything by Mark Bittman. Lohman discovers when each of these eight flavors first appear in American kitchens—then she asks why. Eight Flavors introduces the explorers, merchants, botanists, farmers, writers, and chefs whose choices came to define the American palate. Lohman takes you on a journey through the past to tell us something about our present, and our future. We meet John Crowninshield a New England merchant who traveled to Sumatra in the 1790s in search of black pepper. And Edmond Albius, a twelve-year-old slave who lived on an island off the coast of Madagascar, who discovered the technique still used to pollinate vanilla orchids today. Weaving together original research, historical recipes, gorgeous illustrations and Lohman’s own adventures both in the kitchen and in the field, Eight Flavors is a delicious treat—ready to be devoured.

The Man's Guide to Women

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Author :
Publisher : Rodale Books
ISBN 13 : 1623361850
Total Pages : 224 pages
Book Rating : 4.6/5 (233 download)

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Book Synopsis The Man's Guide to Women by : John Gottman

Download or read book The Man's Guide to Women written by John Gottman and published by Rodale Books. This book was released on 2016-02-02 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Results from world-renowned relationship expert John Gottman’s famous Love Lab have proven an incredible truth: Men make or break relationships. Based on 40 years of research, The Man’s Guide to Women unlocks the mystery of how to attract, satisfy, and succeed with a woman for a lifetime. For the first time ever, there is a science-based answer to the age-old question: What do women really want in a man? Dr. Gottman, author of the New York Times bestseller The Seven Principles for Making Marriage Work, and his wife and collaborator, clinical psychologist Julie Schwartz Gottman, PhD, have pored over the research along with bestselling coauthors Douglas Abrams and Rachel Carlton Abrams, MD. Together, they have written this definitive guide for men, providing answers on everything from how to approach a woman and build a connection with her to how to truly satisfy her in bed and know when the relationship is on the right track. The Man’s Guide to Women is a must-have playbook for how to play—and win—the game of love.