70. Women and Wealth: How Advisors Can Better Serve Female Clients with Cary Carbonaro

Planning & Beyond® - Where financial planning meets human understanding · Oct 29, 2026 · 38m · transcript

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Ashley is joined by Cary Carbonaro, author of Women and Wealth, for a conversation about what financial advisors may be missing when it comes to serving women. Cary talks about the gap she has seen in wealth management, from the low percentage of women advisors to the way female clients are often treated as an afterthought.

Cary also shares why this work is personal, what led her to write the book, and why she believes the industry needs to become more female-friendly before the next wave of wealth moves into women’s hands.

For advisors who assume…