Cathy Curtis, CFP®, sits down with Cary Carbonaro, CFP®, author of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, CFP Board Ambassador, and the first woman appointed to the Nasdaq Advisor Council. Together, they explore why progress in wealth management remains slow, why simply adding more women to the industry isn’t enough, and how empathy, education, and communication can transform the way financial advice is delivered. Cary also opens up about what it really mean...
All content for The 20 Percent Podcast is the property of The 20 Percent Collective and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Cathy Curtis, CFP®, sits down with Cary Carbonaro, CFP®, author of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, CFP Board Ambassador, and the first woman appointed to the Nasdaq Advisor Council. Together, they explore why progress in wealth management remains slow, why simply adding more women to the industry isn’t enough, and how empathy, education, and communication can transform the way financial advice is delivered. Cary also opens up about what it really mean...
Cathy Curtis, CFP®, sits down with Cary Carbonaro, CFP®, author of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, CFP Board Ambassador, and the first woman appointed to the Nasdaq Advisor Council. Together, they explore why progress in wealth management remains slow, why simply adding more women to the industry isn’t enough, and how empathy, education, and communication can transform the way financial advice is delivered. Cary also opens up about what it really mean...
Cathy Curtis, CFP®, sits down with Melissa Joy, CFP®, founder of Pearl Planning, to talk about grit, growth, and the path to independence. After two decades in corporate finance, Melissa turned a career low point into the launch of her own firm—and a thriving philosophy: “No grit, no pearl.” She opens up about scaling her business with smart tech, modern marketing, and a clear vision for the next generation of clients. From leadership and team building to the power of women’s voices in financ...
In our very first episode of The 20 Percent Podcast, we’re kicking off a movement. Created by The 20 Percent Collective, this show is designed for women financial advisors who are ready to build businesses on their own terms. Join us as we share the mission behind the podcast: amplifying women’s voices and redefining what success looks like in the financial industry.
Cathy Curtis, CFP®, sits down with Cary Carbonaro, CFP®, author of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, CFP Board Ambassador, and the first woman appointed to the Nasdaq Advisor Council. Together, they explore why progress in wealth management remains slow, why simply adding more women to the industry isn’t enough, and how empathy, education, and communication can transform the way financial advice is delivered. Cary also opens up about what it really mean...
