Women and Wealth

A Playbook to Empower Clients and Unlock Their Fortune

By: Cary Carbonaro

Narrated by: Emily Norman

In Women and Wealth, award-winning author and certified financial planner Cary Carbonaro delivers a practical and insightful guide for financial services professionals who want to better serve their female clients.

The author explains the unique needs of women clients, the unique psychology driving their financial decisions, and their reasonable demands for personalized client care. She also offers real-world examples and case studies you can use to better serve women who reach out for personal finance and wealth management advice.

Inside the book:

• Why "bro-culture" is killing the financial services industry and ignores the fastest growing demographic on every professional's client list
• Why women leave their financial advisors and what you can do to improve female client retention
• Avoiding the "widows and divorcees" stereotypes of female clients and understanding the psychology of female breadwinners

A unique and powerful roadmap for financial services professionals seeking to better understand and serve women, Women and Wealth is a must-listen for financial advisors and planners, insurance agents, bank and credit union representatives, and accountants everywhere.

©2025 John Wiley & Sons, Inc. (P)2025 Ascent Audio

A Must Read for Women Who Are New to FinServ

As a woman in financial services, I can honestly say I wish this book had existed when I began my own journey a decade ago. Every hurdle I encountered along the way—from navigating the industry's male-dominated spaces to making the leap into independence—was thoughtfully addressed in this book.

Too often, I sought (or received) guidance from people who didn’t truly have my best interest at heart. But like many women in this field, I found the courage to keep going and figure things out on my own. Women and Wealth is the resource I wish I had during those defining moments.

Cary doesn’t just share her story—she offers a playbook. One that uplifts, empowers, and informs. This is a must-read for women who are new to the financial services industry and especially those considering the path to independence.

Cary, thank you for being transparent with your journey and for writing a guide that will undoubtedly move women in financial services forward.

Author has extraordinary experience and a life lesson for women of all ages.

I liked the frankness and, easy to read and understand lessons of finances for life. If you have a product for women this is a MUST READ.

Great Read

Loved to hear Cary’s story and how she is leading the charge for changes in the financial services industry! Great questions for financial advisors and clients.
-Emily Russell