What happens when financial advisors ignore half their potential clients?
They miss out on a trillion-dollar opportunity.

This compelling conversation with Cary Carbonaro, CFP® and author of Women and Wealth, explores how the financial services industry has consistently overlooked women—and what needs to change. As Cary puts it, “Financial services is the least sympathetic to women, but the one that has the most to gain if they get it right.”

We explore why 70–80% of women leave their financial advisors after the death of a spouse (hint: it’s not because they want to), and how common industry missteps—like unconscious bias, excessive jargon, and dismissing women’s priorities—push female clients away. Cary also unpacks key emotional and financial concerns, including the “bag lady fear” that affects over 50% of women regardless of net worth, and why values-based financial planning matters more than ever.

By 2030, women are expected to control two-thirds of the nation’s wealth—an estimated $30 trillion—driven by increased longevity, entrepreneurship, “gray divorce,” and rising numbers of female breadwinners. This shift presents a massive opportunity for advisors who are willing to evolve.

Whether you're a woman taking charge of your finances, someone who wants to support the women in your life, or a financial professional aiming to create a more inclusive practice, this conversation offers powerful insights into why empathy, education, and intentionality lead to stronger financial outcomes for all.

Key Themes:

• How the industry has failed women—and how it can do better
• The emotional drivers behind women’s financial decisions
• Why women often switch advisors after major life events
• The trillion-dollar wealth transfer and what it means for the future
• Creating financial plans that prioritize purpose, not just performance

Connect with Cary Carbonaro
Website: https://carycarbonaro.com/
LinkedIn: https://www.linkedin.com/in/carycarbonarocfp/
Facebook: https://www.facebook.com/ccarbonaro
Instagram: https://www.instagram.com/carycarbonaro/ https://x.com/CaryCarbonaro

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