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...
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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...
The Future is Female: Cary Carbonaro on Reshaping Wealth Management for Women
The 20 Percent Podcast
44 minutes
1 week ago
The Future is Female: Cary Carbonaro on Reshaping Wealth Management for Women
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...
The 20 Percent Podcast
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...
