Most advisors know women will control the majority of wealth by 2030—so why aren’t more of them preparing now?
In this episode, Referral Coach Bill Cates interviews Cary Carbonaro, CFP®, Managing Wealth Advisor and the Women and Wealth Ambassador at Ashton Thomas. Cary explains how the financial industry has historically overlooked female clients and what needs to change to better serve and retain them. She also outlines actionable ways advisors can create more inclusive, client-centered practices that truly resonate with women.
Cary discusses:
• The reasons most advisors still struggle to connect with women, despite long-standing data showing their rising financial power
• How traditional practices, language, and analogies often alienate female clients and prospects
• Why offering separate meetings for women within couples can significantly strengthen advisor-client relationships
• How behavioral finance tools help advisors build deeper emotional connections and trust with women
• The importance of changing hiring practices and early outreach to increase female representation in the advisory profession
• …And more!
