Cathy Curtis, CFP®, sits down with Cary Carbonaro, CFP®, author of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, CFP Board Ambassador, and the first woman appointed to the Nasdaq Advisor Council. Together, they explore why progress in wealth management remains slow, why simply adding more women to the industry isn’t enough, and how empathy, education, and communication can transform the way financial advice is delivered. Cary also opens up about what it really means to “own” client relationships, shares practical marketing ideas for women advisors, and offers hard-won lessons on building a thriving, purpose-driven financial advisory firm.

[04:25] Challenges and Progress in the Financial Industry

[10:29] Cary's Role in NASDAQ Advisor Council

[14:58] Navigating Professional Challenges and Personal Values

[23:04] Understanding the Roles: Finder vs. Minder

[26:49] Finding Your Niche in Financial Advisory

[30:18] Organic Growth and Client Acquisition

[34:58] Navigating Firm Affiliations and Client Ownership

[39:58] Cary's Vision for Women in Wealth Management