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Women and Wealth - by Cary Carbonaro (Hardcover) - 1 of 1

Women and Wealth - by Cary Carbonaro (Hardcover)

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About this item

Highlights

  • Better serve your female clients as a financial services professional In Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune, 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.
  • About the Author: CARY CARBONARO, CFP(R), MBA, is the author of the award-winning The Money Queen's Guide, an expert in women's finance, a certified financial planner, and is widely recognized as one of the top voices in financial literacy.
  • 400 Pages
  • Business + Money Management, Finance

Description



About the Book



""Women and Wealth" by Cary Carbonaro is a guide to addressing women's unique financial challenges and empowering stronger client relationships. It offers actionable strategies, case studies, and reflective exercises for financial advisors, professionals, and women seeking control over their finances. Readers are encouraged to tailor advice, take action, collaborate, and revisit the book as a long-term resource to foster financial empowerment and inclusivity"--



Book Synopsis



Better serve your female clients as a financial services professional

In Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune, 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 actionable strategies, research-backed approaches, and 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-read for financial advisors and planners, insurance agents, bank and credit union representatives, and accountants everywhere.



From the Back Cover



Praise for WOMEN and WEALTH

"The historical norms of financial firms, regarding who our client is, no longer apply. Women and Wealth will help the successful evolution of human advice in wealth management. Cary Carbonaro has been a leader who empowered positive change in the perception of women clients."
--HAIG ARIYAN, CEO, Arax Investment Partners, Chairman, Ashton Thomas Private Wealth

"Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune is a timely guide that addresses one of the most critical opportunities in financial planning today: empowering women to take control of their financial futures. Cary Carbonaro's thoughtful insights and practical strategies will inspire both financial advisors and clients to approach financial planning with confidence, clarity and purpose."
--KEVIN R. KELLER, CAE, CEO, CFP Board

"Cary Carbonaro's new book, Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, provides a template to help women and their financial advisors forge a healthier and sustainable financial future."
--MARY BETH FRANKLIN, National Social Security Expert and Creator of the PBS TV show, Social Security & You with Mary Beth Franklin

"Thought leader Cary Carbonaro lays it out: our industry must adapt to serve women. With historical narratives and copious supporting data, Women and Wealth not only defines the problem with wealth management but also provides comprehensive and methodical solutions. As promised, it is a detailed playbook for success. The future of wealth is female."
--BLAIR duQUESNAY, Lead Advisor, The Preserve, Ritholtz Wealth Management



About the Author



CARY CARBONARO, CFP(R), MBA, is the author of the award-winning The Money Queen's Guide, an expert in women's finance, a certified financial planner, and is widely recognized as one of the top voices in financial literacy. Her life's work is to help women achieve financial freedom and make the financial services industry more female-friendly.

Dimensions (Overall): 9.2 Inches (H) x 6.37 Inches (W) x 1.27 Inches (D)
Weight: 1.41 Pounds
Suggested Age: 22 Years and Up
Number of Pages: 400
Genre: Business + Money Management
Sub-Genre: Finance
Publisher: Wiley
Theme: General
Format: Hardcover
Author: Cary Carbonaro
Language: English
Street Date: April 29, 2025
TCIN: 1000402457
UPC: 9781394300273
Item Number (DPCI): 247-33-4040
Origin: Made in the USA or Imported
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Shipping details

Estimated ship dimensions: 1.27 inches length x 6.37 inches width x 9.2 inches height
Estimated ship weight: 1.41 pounds
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Additional product information and recommendations

5.0 out of 5 stars with 2 reviews
100% would recommend
2 recommendations
5 out of 5 stars
Thumbs up graphic, would recommend
24 September, 2025

An Invaluable Resource for Advisors Everywhere

If you work in the financial industry, this book is truly a must-read. Cary provides real, actionable solutions to problems that aren’t even on most advisors’ radars. As a woman who worked for one of the main financial firms in the US, I found Cary’s story heartbreaking, empowering, and SO validating. The Bro Culture is a real issue that almost forced me out of this career. I have since moved to a smaller firm, but I’m still the only female advisor in my branch. Now, I’m bringing literal pages from Cary’s book to our team meetings. I never felt like I fully resonated with the advising styles of my all-male peers and this helped fill that knowledge gap tremendously. My favorite part about this book is that it is a literal guidebook; each chapter ends with key takeaways and questions to ask yourself & your client, making it super accessible to come back to again and again. Do right by yourself and do right by your clients and give this a read; I’d be surprised to hear that even the most experienced advisor didn’t learn something new.
Lorna
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5 out of 5 stars
Thumbs up graphic, would recommend
30 April, 2025

Smart, empowering, and essential for anyone serious about money and their future.

Cary’s story is raw, honest, and empowering. I thought I knew her well, but this book revealed just how much she’s overcome—both personally and professionally. Her insights on the history of women and money, financial behavior, and building a more inclusive industry are both timely and practical. It’s a smart, inspiring read for women, men, students heading into college, or anyone rethinking their next career move—whether that’s becoming a CFP, an entrepreneur, or simply taking charge of their financial future.
Ava Carrington
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