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Content provided by Shari Rash, Money Podcast for Women, Personal Finance, and Mental Health. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shari Rash, Money Podcast for Women, Personal Finance, and Mental Health or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Women and Wealth: Why the Financial Industry Is Failing Female Investors (And What Needs to Change)
Manage episode 477511150 series 1856311
Content provided by Shari Rash, Money Podcast for Women, Personal Finance, and Mental Health. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shari Rash, Money Podcast for Women, Personal Finance, and Mental Health or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
By 2030, women will control over $30 trillion in wealth—but the financial industry still hasn’t caught up. Despite this massive shift, many female investors feel underserved, unheard, or outright ignored by traditional financial advice. So what gives?
In this episode of Everyone’s Talkin’ Money, Shannah and Shari are joined by Cary Carbonaro—award-winning Certified Financial Planner™, Women & Wealth Ambassador at Ashton Thomas, and author of the soon-to-be-released Women and Wealth—to uncover exactly where the industry is falling short and how to fix it.
We cover:
- Why 67% of female investors feel misunderstood by their advisors
- How to attract and retain female clients through better communication
- Behavioral finance tools every advisor should be using with women
- Breaking outdated gender assumptions in financial planning
- Why Women and Wealth is the playbook the industry needs right now
If you're a woman navigating wealth—or a financial pro ready to serve women better—this episode is your wake-up call.
Grab Cary’s new book Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Wiley)
Learn more about Cary and her work:
Learn more about your ad choices. Visit megaphone.fm/adchoices
1335 episodes
Share
Manage episode 477511150 series 1856311
Content provided by Shari Rash, Money Podcast for Women, Personal Finance, and Mental Health. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shari Rash, Money Podcast for Women, Personal Finance, and Mental Health or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
By 2030, women will control over $30 trillion in wealth—but the financial industry still hasn’t caught up. Despite this massive shift, many female investors feel underserved, unheard, or outright ignored by traditional financial advice. So what gives?
In this episode of Everyone’s Talkin’ Money, Shannah and Shari are joined by Cary Carbonaro—award-winning Certified Financial Planner™, Women & Wealth Ambassador at Ashton Thomas, and author of the soon-to-be-released Women and Wealth—to uncover exactly where the industry is falling short and how to fix it.
We cover:
- Why 67% of female investors feel misunderstood by their advisors
- How to attract and retain female clients through better communication
- Behavioral finance tools every advisor should be using with women
- Breaking outdated gender assumptions in financial planning
- Why Women and Wealth is the playbook the industry needs right now
If you're a woman navigating wealth—or a financial pro ready to serve women better—this episode is your wake-up call.
Grab Cary’s new book Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Wiley)
Learn more about Cary and her work:
Learn more about your ad choices. Visit megaphone.fm/adchoices
1335 episodes
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Similar to Everyone's Talkin' Money
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continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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continue reading
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