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A passionate advocate for women in the financial space, Cary Carbonaro, CFP®, MBA, Managing Wealth Advisor, Women and Wealth Ambassador at Ashton Thomas Private Wealth, shares actionable insights from her upcoming book, Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, in the latest Heart of Advice Podcast episode. Cary dives into how financial professionals can better serve female clients by addressing unconscious biases, taking a “how female-friendly is my practice” quiz, and asking the right questions to uncover unique needs. She makes it clear that traditional playbooks designed for men don’t translate—and explains how planners can adapt to help women feel confident and secure in their financial futures.
Cary’s approach is empowering and practical, challenging professionals to rethink their strategies while providing timely tools to enhance client relationships. If you want to create more equitable practices, deepen client trust, and improve outcomes, this episode is a great place to start.
Marcel V. Quiroga, CEO of TQM Wealth Partners, is a trailblazer with a personal, purpose-driven approach to financial planning. Marcel's journey as a single...
In this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clients' money histories, goals,...
In this episode, our hosts discuss eMoney's history as the company marks its 25th anniversary. To help celebrate, we asked Matt Schulte to be...