Cary Carbonaro joins Kelly Waltrich for the Season 2 premiere of the Don’t Do That! podcast.
Women’s financial lives, communication needs, and experiences can look very different—and financial advisors who fail to recognize those differences risk losing not just one client, but an entire relationship.
In the Season 2 premiere of Don’t Do That!, Cary Carbonaro, CFP® Professional, MBA, author, advisor, and leading voice on women and wealth, joins host Kelly Waltrich to discuss how financial professionals can better serve women and build stronger, longer-lasting client relationships.
Drawing on decades of experience working with women through major financial and life transitions, Cary shares her “Don’t Do That” lesson for advisors: don’t assume serving female clients well means treating them exactly the same as male clients.
In This Episode
Cary and Kelly discuss:
- Why both partners in a couple need to feel like equal clients from the very beginning
- The importance of building relationships with women before divorce, widowhood, or another major life transition
- What patience and support can look like when working with a client who is grieving
- Why questions from female clients are often a sign of engagement and a desire to fully understand their financial lives
- How advisory firms can create a more female-friendly experience for both clients and advisors
- Why the growing concentration of wealth in women’s hands represents an important opportunity for the wealth management industry
Cary also shares why transforming the financial client experience for women has become such an important part of her work—and what she believes advisors and firms should begin doing differently today.
For financial advisors and firm leaders focused on client retention, trust, and the future of wealth management, this is a conversation worth hearing.
