Podcast Episode Details

About this episode…

In our world, most firms are focused on growth. However, they often overlook one of the biggest and most significant opportunities: women.

That includes women as clients, who are expected to control two-thirds of all wealth over the next decade. It also includes women as advisors, who remain significantly underrepresented in the industry.

Cary Carbonaro has made it her mission to positively impact the world of women when it comes to advice and representation in the wealth management world.

Cary’s extensive career includes leadership roles at ACM Wealth, Goldman Sachs, where she served as Vice President and Head of Office, and United Capital, where she founded and led the Women’s Leadership division.

Today, with a client base that’s more than 75% women, Cary has built a $300mm advisory business at Ashton Thomas, focusing on empathy, education, and empowerment.

She has also been an outspoken advocate as the Women and Wealth Ambassador for the firm and in the media, advising on how to support women in wealth and how to move from recruiting slogans to real change.

In this episode, Cary and Mindy Diamond discuss:

• Cary’s personal journey from the wirehouse world to independence—and how her experience influences her work.
• The opportunity in serving women clients—and what firms should be doing differently to win in this market.
• The gap in attracting and retaining women advisors—and how to build a practice that excels with top talent.
• What advisors often get wrong about “selling” to women—and how to fix it.
• And how authenticity and advocacy can drive both purpose and growth

Cary’s success story is one that resonates with advisors on many levels, and her mission is one we can all get behind—and learn

Published on 2 weeks ago