Cary Carbonaro: Speaker at Barron’s Top Independent Women Advisors Summit

Last week Barron’s offered an intimate event named Top Independent Women Advisors Summit, where the nation’s top independent women advisors like Cary Carbonaro gathered for an exclusive chance to share ideas, grow professionally, and network with peers.

 

Best Minds in the Wealth Management Industry

 

The Barron’s Top Women Advisors Summit brought together the best minds in the wealth management industry. It was designed to facilitate a free-flowing exchange of information, ideas and insights from the industry’s most accomplished advisors— in the interest of raising the standards of excellence in the wealth management profession.

The conference included strategies for improving outcomes, ideas on growing your business, and discussion on the challenges facing the wealth management industry.

Deepening Connectivity and Attracting New Clients With Responsible Investing

 

Cary Carbobaro at Barron’s Top Independent Women Advisors Summit

 

During the Barron’s Top Independent Women Advisors Summit, Cary Carbonaro provided highly detailed and thought-provoking perspectives on managing investments, clients and practices.

 

 

 

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Avoiding Ponzi Schemes with Strategic Moves

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Imagine…you’ve saved for years to create a nest egg to carry you through retirement.  You’re no Rockefeller, but you’ve done well… if only it was just a bit more, you think, you could be set for everything you need and want in your Golden Years. At about this time, a friend gets in touch with a great idea that’s already made her money, just about the same sum you were looking to add to your hard-earned retirement fund. It’s working for her, so you decide to make an investment. I always say, “If it’s too good to be true, it probably is.”

Cary Carbonaro discusses how to avoid a ponzi scheme.