Aug 27, 2026 · 45 min · 11 segments
In this episode of Don’t Do That, Kelly Waltrich sits down with Cary Carbonaro, CFP®, Managing Advisor and Women and Wealth Ambassador at Ashton Thomas Private Wealth, for a candid conversation about…
Cary CarbonaroGuestKelly WaltrichHost
If you have a couple and you have two people, they're both your clients and they're both equally clients.
So, you know, if you're not meeting with both of them or you're only addressing the male or communicating with the male and she's reading a magazine, which by the way happened once... at least that I know of.
Like, she is part of this conversation and she needs to be learning everything too.
So whatever you're doing, I always take that as if she's not participating or not interested, I'm doing something wrong.
If you have a couple and you have two people, they're both your clients and they're both equally clients.
So, you know, if you're not meeting with both of them or you're only addressing the male or communicating with the male and she's reading a magazine, which by the way happened once... at least that I know of.
Like, she is part of this conversation and she needs to be learning everything too.
So whatever you're doing, I always take that as if she's not participating or not interested, I'm doing something wrong.
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