About this episode

Catherine Dorazio discusses the historic wealth transfer to women and its implications for entrepreneurship and wealth management.

In this episode of The Soulful CEO Path, Catherine Dorazio, Founder of Worth and a wealth management advisor for women with 25 years of experience managing $16 billion in client assets, joins Kristin Constable to explore what she calls the "Pink Tsunami" — the historic, multi-trillion-dollar wealth transfer now flowing into the hands of women — and how it can help you build, protect, and grow wealth on your own terms. Disclaimer: The views expressed are for general informational and educational purposes only and should not be construed as personalized investment advice. Catherine Dorazio is registered with Connor, Clark & Lunn Private Capital, and all advisory services are provided exclusively through the firm in accordance with applicable securities regulations. Episode Highlights: The Second Me Too Movement: Catherine unpacks the phrase she coined — what it means for women stepping off the corporate ladder and into purpose-driven entrepreneurship, and why "the money comes when you live with purpose." Why the Financial Industry Wasn't Built for Women: A candid look at how wealth management has historically overlooked female investors — and what the massive gap in authentic…

People in this episode

Host: Kristin Constable

Guest: Catherine Dorazio

Topics covered

• women entrepreneurs
• wealth management
• financial industry
• wealth transfer
• purpose-driven entrepreneurship
• economic reality

Keywords

• Pink Tsunami
• wealth transfer
• women in business
• financial advice
• entrepreneurship
• wealth management
• economic shift

Mentioned in this episode

Organizations: Worth, Connor, Clark & Lunn Private Capital

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