Uplift: "Women & Wealth," Cary shares tips and advice to financially empower women.
The Steve Harvey Morning Show
iHeartPodcasts
4.6 • 2.1K Ratings
🗓️ 17 April 2025
⏱️ 35 minutes
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Summary
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cary Carbonaro.
She is the author of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Wiley, 2025) is an award-winning Certified Financial Planner™ with over 25 years of experience. She leads a multimillion-dollar financial planning practice, specializing in empowering women to overcome financial challenges and increase their financial literacy.Company Description * N/ATalking Points/Questions *Why “bro-culture” is killing the financial services industry and ignores the fastest growing demographic on every professional's client list - womenHow women’s financial experiences differ from men’s due to societal, structural and emotional factorsGender bias and financial inequality: Why women are more likely to face pay gaps, career breaks, and be ignored or underserved by financial advisorsWhy women leave their financial advisors and what you can do to improve female client retentionAvoiding the “widows and divorcees” stereotypes of female clients and understanding the psychology of female breadwinnersThe importance of empathy, trust-building, and communication in advising women—key areas that are often overlookedHands-on strategies and tools for creating a female-friendly advisory practiceTimely financial news and trends, especially as it relates to women and wealth management.
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Transcript
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