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Wealth Management Unwrapped, Revised and Expanded by Charlotte Beyer

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CHAPTER 13Women with Wallets

“Life is simple,” said bestselling author and star of the television show, Dog Whisperer. “People make their relationships complicated.”1

You don’t need a woman whisperer to tell you money equals power, and for women this can make relationships complicated. In this chapter I wouldn’t presume to tell you how to become a better version of a woman. Each of you reading this chapter is unique in your interests and needs. However, I will explain how you can promote yourself to the job of CEO of My Wealth, Inc. A CEO does not need to know how to perform every job on the factory floor or code every software program. You do not need to go back to school for an economics degree. Nor do you need to take courses in remedial masculinity.2 You may need to reflect on how today’s wealth management industry will treat you. You need to recall that, as CEO of My Wealth, Inc., you get to call the shots.

You’d think with all the conferences and media attention, advisors would already have figured out how to successfully communicate with American women, all 157 million of them!3 With many women‐only investing clubs and advisory firms that specialize in working with women,4 we might ask Freud’s famous question, “What do women want?” Is it different from what men want? As F. Scott Fitzgerald famously claimed about ...

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