Attracting, Advising, and Advancing Women: A Guide for Forward-Thinking Firms

Episode notes

With Cary Carbonaro, Managing Wealth Advisor and Women & Wealth Ambassador at Ashton Thomas Overview Cary Carbonaro learned from her own experience that there was both a gap and an opportunity in attracting and retaining women clients and advisors. In this episode, Cary shares specific advice on what firms are doing wrong and how they can get it right. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… In our world, most firms are focused on growth. However, they often overlook one of the biggest and most significant opportunities: women . That includes women as clients, who are expected to control two-thirds of all wealth over the next decade. It also includes women as advisors, who remain significantly underrepresented in the industry. Cary Carbonaro has made it her mission to positively impact the world of women when it comes to advice and representation in the wealth management world.

• Build, Grow & Transact: Americana’s $12B Path from Breakaway to Enterprise56 / 100
• From “Overservicing” Clients to Building a $1B RIA: A Merrill Breakaway Story46 / 100
• Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen54 / 100
• True Alignment: Advising Business Owners on Wealth, Significance, and Value
• The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between - Best of Replay