Everyone's Talkin' Money
Women and Wealth: Why the Financial Industry Is Failing Female Investors (And What Needs to Change)
By 2030, women will control over $30 trillion in wealth—but the financial industry still hasn’t caught up. Despite this massive shift, many female investors feel underserved, unheard, or outright ignored by traditional financial advice. So what gives?
In this episode of Everyone’s Talkin’ Money, Shannah and Shari are joined by Cary Carbonaro—award-winning Certified Financial Planner™, Women & Wealth Ambassador at Ashton Thomas, and author of the soon-to-be-released Women and Wealth—to uncover exactly where the industry is falling short and how to fix it.
We cover:
- Why 67% of female investors feel misunderstood by their advisors
- How to attract and retain female clients through better communication
- Behavioral finance tools every advisor should be using with women
- Breaking outdated gender assumptions in financial planning
- Why Women and Wealth is the playbook the industry needs right now
If you're a woman navigating wealth—or a financial pro ready to serve women better—this episode is your wake-up call.
Grab Cary’s new book Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Wiley)
Learn more about Cary and her work:
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