May 21, 2026
In this episode of the Synergize podcast, financial advisor, author, and women’s wealth advocate Cary Carbonaro discusses one of the biggest shifts happening in the financial industry today: the growing financial power of women.
With women projected to control the majority of private wealth in the United States by 2030, Cary shares why advisors who fail to evolve their communication style, relationship-building approach, and client experience may face significant retention challenges in the years ahead.
Drawing from decades of experience as a wealth advisor and author of Women & Wealth: A Playbook to Empower Clients and Unlock Their Fortune, Cary explains how financial professionals can better connect with female clients through education, empathy, and empowerment rather than traditional sales-driven tactics.
Topics discussed in this episode include:
- Why women are becoming one of the most important client demographics in wealth management
- The communication gap that still exists in the financial industry
- The importance of building relationships with both spouses before major life transitions occur
- The often-cited “70% spousal attrition rate” and what it means for advisors
- Why emotional intelligence (EQ) is becoming just as important as technical expertise (IQ)
- Cary’s “Three E’s” framework for advising women effectively
This conversation offers valuable insight not only for financial advisors, but also for women looking to feel more confident, informed, and empowered in their financial lives.
Watch the full podcast episode below.
