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Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune
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
● 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.
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
● 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.
400 pages, Hardcover
Published April 29, 2025
7 people are currently reading
25 people want to read
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September 24, 2025If 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.
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.
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.
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.
May 17, 2025
Cary nails so many things in this must-read finance book. From a client perspective, it's the exact reason women (especially) feel secure with her managing their financial future. She sees us, she knows us (and our own unique diversities), and she get's the job done together with us. The fact that she acknowledges the disparities in how finance plays out and has a chapter on menopause... really shows how unique this book is in better serving clients (and from the client end, understanding what a good advisor should do for you). Sure it's a book to help train future financial advisors and current ones, but it is also a great tool for women to understand what they should expect from a good financial management relationship. And of course it is personalized with her background, acknowledging vulnerability and establishing the emotional and wisdom connection to what she is teaching. Well done.
Displaying 1 - 2 of 2 reviews