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3 of 3 found the following review helpful:
Invaluable Insights Jan 06, 2010
By M. Carpenter
Although this book is focused on women clients, it's an outstanding resource for any professional or business person who is dedicated to better meeting the needs and strengthening relationships with all their clients, male or female. Simply stated, whether they are directly involved or not, women have an enormous influence on any buying or investment decisions that may effect them. By providing invaluable insights into understanding how to more effectively engage and serve female clients, Barbara Kay & Tony DiLeonardi have done their readers, and women and men everywhere, an enormous service. (Remember the old adage: When mom's happy, everyone's happy.)
Without a doubt, this easy to read, information packed book should be added to your library. Applying its step by step lessons will create more rewarding, satisfying, trusting, and successful relationships with each of your female clients (and indirectly with the men in their lives), not to mention more business.
3 of 3 found the following review helpful:
What Every Financial Advisor Needs Nov 16, 2009
By Michael Lee Stallard
When a thoughtful, male, Wall Street executive teams up with a female, psychology expert, it has the potential to result in an insightful exploration of the differences between the sexes and how they view finance and financial sales professionals. This book meets that potential. It's a well-organized, easy-to-read book that will be especially valuable to male financial services sales professionals, so many of whom commit self sabotage when it comes to dealing with female prospects and clients. The book is so jam-packed with practical suggestions that in time it will likely become required reading for every financial advisor.
2 of 2 found the following review helpful:
Practical and Effective Jan 13, 2010
By Kristan Mulley
This book is written for both the male and female financial advisor who believe the female investor market is a "needed" market to target and not just a "nice" market to target. Those who still believe the female investor market is a niche are wrong.
Whether you are new to working with the female investor or have been working with this market for years, this book will teach you new skills and enhance what you already know.
Barb and Tony have written a book that is easy to digest, and takes a fun female/male perspective approach.
1 of 1 found the following review helpful:
A Must Read! Jul 11, 2010
By Investment Professional
I found this book interesting and beneficial. It was easy to read and well organized. The facts mentioned throughout the book really helped emphasize that the female client offers a tremendous opportunity for the financial services industry. In addition, the steps outlined for establishing successful relationships with the female client made perfect sense. I enjoyed the real life stories that helped put the topics in perspective.
I thoroughly enjoyed reading this fact-filled, thoughtfully written book!
1 of 1 found the following review helpful:
Core Motivations Met! May 06, 2010
By Charles G. Read
Core Motivations?
#1 - What's in it for me?
#2 - Why do I care?
This timely and critically important book on developing successful female relationships should be `must reading' for anyone in the `people' business. The entire writing centers on the Core Motivations and delivers it's promise.
The layout in $14/T is exceptional. Each chapter starts with a brief chapter overview, continues with data, stories, examples and skills to develop and takes you to the bottom line. Along the way you have a She Said/He Said by both authors giving their individual perspective on the specific chapter topic.
And speaking of both authors, Barbara Kay and Tony DiLeonardi have the backgrounds, experiences, skills to give credibility to their topic.
Chapter 1 "Is She Worth It" is a goldmine of why. You need only place yourself in a marketing mode to fully appreciate the value of honing your attitude to coordinate with the female side of life. It is different. We males need to understand. The authors give us motivation to pursue these new attitudes. The ladies will benefit from reading this, as well.
"How Much Do I Want Her?" leads into the heart of the matter . . . and here you are brought face-to-face with the importance to YOU. Core motivators help you understand if you truly want to pursue this huge marketplace. It's not for everyone, and if not you, at least you will know what you are passing by. Chapter 2 is the rubber hitting the road.
The balance of The $14 Trillion Woman carefully takes you to a level of understanding through skillfully developed individual applications and personal calls to action. You finish each chapter wanting to establish personal goals along with action steps you feel compelled to accomplish.
CAPSULE ANALYSIS: An absolutely masterfully written `how-to, why-to, you-do' delightful training manual, a course in female human relations. Don't pass this one up . . . it could be worth a trillion to you as well.
Charles G. Read
P.S. - I happen to live in a complex in Florida that has an extremely high female content. Widowed, divorced, married, single. Everything that Barb and Tony write in $14/T is rock solid. I know. I'm having to learn. Their book is my helpmate!
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