Many people want guidance that truly supports their goals, yet the way advice is delivered can shape how confident they feel. How do you create space for every voice at the table? How do you build a client experience that reflects communication, care and long-term thinking? In this episode of Focused on the Future, host Suzanne Siracuse talks with Cary Carbonaro, CFP, MBA, author, fee-only financial advisor, and CFP Board ambassador, about her early industry realizations, her mission to elevate the experience for women clients, and her approach to building a practice with a clear purpose. Cary explains how she built her firm from the ground up, why communication gaps still exist across the profession, and how empathy, education and emotional intelligence foster lasting relationships. She also discusses what advisors can do now to prepare for the great wealth transfer and better serve the clients who will soon lead it. Key points:
- How women were routinely left out of early client conversations and how this shaped Cary’s mission
- The importance of empathy, education and emotional intelligence with women clients
- Why the great wealth transfer demands changes in communication and client experience
- How Cary maintained trust through four practice transitions
- How media presence and clear messaging help advisors expand influence
Resources: Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear by Cary Carbonaro – https://amzn.to/3MlmfkG Book: Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune by Cary Carbonaro – https://amzn.to/48cHBrW Connect With Suzanne Siracuse: LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 Twitter: Suzanne Siracuse: https://x.com/suzsiracuse Email: Suzanne@suzannesiracuse.com Connect With Cary Carbonaro: LinkedIn: Cary Carbonaro – / carycarbonarocfp Website: Cary Carbonaro – https://carycarbonaro.com/ LinkedIn: CFP Board – / cfpboard Website: CFP Board – https://www.cfp.net/ About Our Guest: Cary Carbonaro, CFP, MBA, is an award-winning Certified Financial Planner Professional with over 25 years of experience in financial services. She is the Managing Wealth Advisor and Women and Wealth Ambassador at Ashton Thomas, where she leads a multimillion-dollar financial planning practice focused on empowering women. Cary is the bestselling author of The Money Queen’s Guide and Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Wiley 2025), which offers actionable strategies for better serving women in financial services. Through her writing, speaking, and advocacy, she is helping reshape the industry to better support its fastest-growing client segment. She has been honored as a CFP Board Ambassador for over a decade, named a “Women to Watch” by Investment News, and ranked six times among Investopedia’s Top 100 Financial Advisors. In 2024, Cary was appointed as the first female member of the NASDAQ Advisor Council, further cementing her leadership in the field. Before building her advisory practice, Cary held leadership roles at JP Morgan Chase, Citibank, and Lord Abbett Investment. Today, she is a respected industry voice and frequent media contributor, with appearances on dozens of TV stations. Through her decades of experience, Cary remains a passionate champion for financial literacy, gender equity, and empowering women to take control of their financial futures. #FocusedOnTheFuture#WealthManagement#Marketing#BusinessGrowth#Strategies#FinancialAdvisors#FinancialPlanner#SuzanneSiracuse#FinancialPodcast#Sustainability#Diversity#WomenClients#CaryCarbonaro#ClientExperience#WealthTransfer#EmotionalIntelligence#AdvisorGrowth#FinancialLiteracy#FemaleInvestors#PracticeManagement
