What's it all about?
We’re bringing together some of the most respected visionaries in behavioral finance, fintech, financial planning and wealth management to discuss the books making a major impact on our industry.
Engage with the authors themselves, as well as a network of peers and industry leaders eager to learn, challenge each other’s thinking, and apply new perspectives to life and work.
We’ll meet virtually on the last Wednesday of every month, from 3:00 - 4:00 PM ET. There’s no need to read each month’s book ahead of time; you can still participate in an engaging and valuable conversation.
Register Now for our Next Book Club
Wednesday, July 9, 3-4 pm ET
Women and Wealth
By: Cary Carbonaro
In Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune, award-winning author and certified financial planner Cary Carbonaro delivers a practical and insightful guide for financial services professionals who want to better serve their female clients.
The author explains the unique needs of women clients, the unique psychology driving their financial decisions, and their reasonable demands for personalized client care. She also offers actionable strategies, research-backed approaches, and real-world examples and case studies you can use to better serve women who reach out for personal finance and wealth management advice.
Inside the book:
- Why “bro-culture” is killing the financial services industry and ignores the fastest growing demographic on every professional's client list
- Why women leave their financial advisors and what you can do to improve female client retention
- Avoiding the “widows and divorcees” stereotypes of female clients and understanding the psychology of female breadwinners
A unique and powerful roadmap for financial services professionals seeking to better understand and serve women, Women and Wealth is a must-read for financial advisors and planners, insurance agents, bank and credit union representatives, and accountants everywhere.
Meet the Author
Cary Carbonaro is an award-winning Certified Financial Planner™ with over 25 years of experience. She is the Managing Wealth Advisor and Women and Wealth Ambassador at Ashton Thomas, where she leads a multimillion-dollar financial planning practice focused on empowering women. Cary is the bestselling author of The Money Queen’s Guide and Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, which offers actionable strategies for better serving women in financial services. It was a #1 new release in wealth management and #1 in business finance and economics. A respected industry voice, she’s been named to Investopedia’s Top 100 Financial Advisors list six times and is the first female member of the 2024 Nasdaq Advisor Council. She has been a CFP Board Ambassador for over a decade. Through speaking, media appearances, and advocacy, Cary champions financial literacy and female empowerment.
Past Selections/Readings
Intention.ly + Friends Book Club | Guest Author: Drew Boyer
April 30
Fintech Feminists: Increasing Inclusion, Redefining Innovation, and Changing the Future for Women Around the World
February 2025 Selection
How To Retire: 20 Lessons for a Happy, Successful, and Healthy Retirement
December 2024 Selection
Dr. Daniel Crosby, Author "The Soul of Wealth - 50 Reflections on Money and Meaning"
October 2024 Selection
Amy Buttell, Author “Get Your Book Done In This Lifetime”
September 2024 Selection
Bart R. McDonough, Author of “Cyber Guardians - Empowering Board Members for Effective Cybersecurity”
August 2024 Selection
Andree Mohr, Author of “Center Stage - How to Become the Star of Your Practice”
June 2024 Selection
Lori Van Dusen, CIMA®, Author of “Running with Grace: A Wall Street Insider’s Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity?”
May 2024 Selection
Samantha Russell for Ryan Russell, author of: “My Annoying, Irritating, Always-in-the-way Shadow.”
March 2024 Selection
Lawrence Sprung, CFP®, Author of "Financial Planning Made Personal: How to Create Joy and the Mindset for Success"
January 2024 Selection
Dr. Mary Bell Carlson and Jonathan S. Walker, co-authors of: “Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional.”
December 2023 Selection
Ryan H. Law: Student Loan Planning: A Borrower's Guide to Understanding and Repaying Student Loans.
November 2023 Selection
Berta Aldrich: Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace
October 2023 Selection
Paul Saganey, CFP: Optimizing the Financial Lives of Clients
September 2023 Selection
Hal Hershfield, Ph.D.: Your Future Self - How to Make Tomorrow Better Today
August 2023 Selection
Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®: Find Your Freedom - Financial Planning for a Life On Purpose
July 2023 Selection
Brian Portnoy, Ph.D., CFA: The Geometry of Wealth - How to Shape a Life of Money and Meaning
June 2023 Selection
John O’Connell: Rise of the Activist Investor - Your Handbook on Leading Sustainable Corporate Change as an Individual Activist Investor
May 2023 Selection
Wade Pfau, Ph.D., CFA, RICP: Retirement Planning Guidebook - Navigating the Important Decisions for Retirement Success 2nd Edition
April 2023 Selection
Why You’ll Love our Book Club:
Grow Personally and Professionally
Engage with your peers, expand your horizons, and be inspired to think differently about our industry’s most important topics.
Learn from Leading Experts
Gain valuable perspectives from influencers and subject matter experts on current industry events and critical issues.
Be the First to Hear Industry-Shaping Insights
Focus on where our industry is going, not where it’s been, by joining important conversations with those helping to shape the future.
Meet your Host:
Ashley Sophia Taylor
Director of Client Strategy
Ashley Taylor is a marketing professional with over six years of experience and a degree from Rider University. Known for her creativity, strategic thinking, and client-focused approach, Ashley brings a well-rounded understanding of content, brand building, and campaign execution in a fast-changing industry.
What to Expect
Our goal is to facilitate an engaging conversation with each month’s featured author and our book club members. While reading the selected book ahead of time will enhance your understanding of the topic, it’s not required to attend!
Each month during the live sessions, you’ll have the opportunity to:
- Meet the book’s author
- Ask questions directly about the topic
- Connect with peers and industry leaders
- Enter for the chance to win a free book and a $100 Amazon gift card
- Learn from subject matter experts about how to apply key insights to your life and work