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#95 The $30 Trillion Opportunity: Serving Women Investors Better with Cary Carbonaro, CFP®

Client Experience, Client Experience & Loyalty, Education, Finance, Leadership, Top Advisors, , , , , , , , , , , , , , , , , , , , ,

Most advisors know women will control the majority of wealth by 2030—so why aren’t more of them preparing now?

In this episode, Referral Coach Bill Cates interviews Cary Carbonaro, CFP®, Managing Wealth Advisor and the Women and Wealth Ambassador at Ashton Thomas. Cary explains how the financial industry has historically overlooked female clients and what needs to change to better serve and retain them. She also outlines actionable ways advisors can create more inclusive, client-centered practices that truly resonate with women.

Cary discusses:

  • The reasons most advisors still struggle to connect with women, despite long-standing data showing their rising financial power
  • How traditional practices, language, and analogies often alienate female clients and prospects
  • Why offering separate meetings for women within couples can significantly strengthen advisor-client relationships
  • How behavioral finance tools help advisors build deeper emotional connections and trust with women
  • The importance of changing hiring practices and early outreach to increase female representation in the advisory profession
  • …And more!

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About Cary Carbonaro, CFP®:

Cary Carbonaro is an award-winning Certified Financial Planner professional with 25+ years of experience. She is passionate about increasing financial literacy and empowering women, and is the author of the best-selling wealth management books for women. She is a CFP® Board Ambassador and was appointed to represent the industry in the media. At Ashton Thomas, Cary will provide Private Wealth Management Services and spearhead the establishment of the Women and Wealth leadership initiative. She has spoken internationally on financial literacy for women and endows a scholarship at her alma mater. She also founded the Women’s Giving Alliance and resides in Winter Garden, FL, with her husband.

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Episode #76 The Power of Total Client Relationships: Transforming Client Engagement for Exponential Growth with Tyson Ray, CFP®, CExP®, CIMA®

Client Experience & Loyalty, Creating Advocates, Education, Finance, Leadership, Marketing, Practice Management, Prospecting, Speaking, Top Advisors, , , , , , , , , , , , , , , , , ,

Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business.

Do you do your financial planning in a vacuum, or do you consider all aspects of your clients’ lives as you work with them? 

In this episode, Referral Coach Bill Cates interviews Tyson Ray, the CEO and founding partner of FORM Wealth Advisors and author of the book The Total Relationship: Four Steps to Breaking the Mold, Transforming the Financial Advisor-Client Partnership and Building True Wealth.

With a nearly $1 billion portfolio, Tyson shares his innovative approach to planning that shifts everyone’s focus from performance metrics to building total relationships with clients. In this insightful discussion, learn how Tyson nurtures a client-centric culture, leverages team expertise, and drives engagement within his client relationships through a comprehensive and caring approach.

Bill and Tyson discuss: 

  • Tyson’s mission to shift the financial advisory industry’s perspective from performance to what he calls The Total Relationship with clients.
  • How Tyson starts all new client relationships using his 4 Key Pillars of The Total Relationship and how that impacts the client experience.
  • How Tyson has created an elite team that helped him capture almost $1 Billion in assets.
  • His decision to only work with clients willing to invest ALL of their assets with his firm and why he believes that’s best for the client.
  • How his practice changed once he realized he need to bring in a COO to manage his team of 17.
  • …And more!

Resources: 

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Connect With Tyson Ray:

About Tyson Ray:

Tyson Ray first learned about investing and the stock market during an economics class in his sophomore year at Badger High School, and at 16 years old, he decided to invest $100 into two different mutual funds. This was his first step on a path he continues to traverse today: using financial strategy to help make people’s lives better. He started his career in financial services after graduating from the Honors program at the University of West Florida and returning to Southern Wisconsin, where his family has lived for generations.

Over the past 25+ years, Tyson has sought to expand his knowledge and expertise through Yale School of Management, Investment Management Theory & Practice, CIMA Certification Registration Education Program, including obtaining the Certified Investment Management Analyst® (CIMA®) Certification and through the College for Financial Planning for the CFP® Certification, including obtaining CERTIFIED FINANCIAL PLANNER™ Certification. Tyson received his Certification in Business Exit Planning to better help entrepreneurs and business owners make the transition of selling their life’s work.

Tyson has been named a 2018-2024 Forbes Best-in-State Wealth Advisor, 2021-2024 Barron’s Top 1200, and a 2005-2024 Chairman’s Council Advisor. He’s also a member of the Financial Planning Association of Wisconsin, and has been recognized for his many philanthropic endeavors in the community, including the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart Award for Sustainable Charity for his ongoing work with the Ray’s non-profit, Children’s World Impact.

Tyson is devoted to his wife Jenny and their three children, Nelson, Austin, and Carson. When he has the opportunity, he enjoys spending time outdoors, hunting, fishing, and playing golf.

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