Listen to Original Post on Model FA Youtube Chanel | October 7, 2025
In this inspiring episode of the Model FA Podcast, host David DeCelle sits down with award-winning financial advisor, author, and female advocate Cary Carbonaro. Cary shares her remarkable journey from learning about money at her father’s side to becoming a leading voice for women in wealth management. Discover how Cary built her brand, the importance of marketing in financial services, and why women are poised to control the majority of the nation’s wealth in the coming years. Cary opens up about the challenges she faced in a male-dominated industry, her passion for empowering women—both as clients and professionals—and the lessons from her bestselling book, “Women in Wealth: A Playbook to Empower Clients and Unlock Their Fortune.” Key Topics Covered: Cary’s early influences and career path in finance Building a personal brand and client base through marketing and PR The critical role of women in the future of wealth management Overcoming adversity and advocating for change in the industry Actionable tips for advisors to connect with and serve female clients Highlights from “Women in Wealth” and the coming $30 trillion wealth transfer Connect with Cary Carbonaro: LinkedIn: / carycarbonarocfp Book: “Women in Wealth” (Wiley Publishing) – Available on Amazon, Barnes & Noble, and independent booksellers
