Click Here to Visit The Trifecta Coaching Program.
Training Shows How Financial Advisors Are Increasing Assets and Capturing More Clients with 3 Proven Female-Friendly Strategies—All Without Being Salesy or Pushy
AND The Female Trifecta is all backed by expertise of 3 seasoned coaches each with 25+ years in the industry & 500+ successful advisors from our Female Focused Training
Elevate Your Business with the Ultimate Trifecta!
3 Expert Financial Advisor Coaches
3 Highly Effective Scripts
3 Powerful Growth Strategies
Articulate your value without feeling like you’re selling.
Generate high-net-worth leads through engaging conversations.
Turn new networking relationships into committed clients.
This Live Masterclass is Perfect for Financial Advisors
Who Are looking for a strategy to Capture the Women's Market
Who Are Ready to attract Highly Qualified Female clients
Who want to Turn new networking relationships into committed clients
Who Want to immediately intrigue and inspire Prospects
Who are looking to increase their assets and are limited on time
Who Are ready to tap into their inner circle without selling
What You Will Learn
This live 1-hour masterclass Will Transform Your Business with...
Activities That Fuel Growth
How to Turn Your Practice Into One That Is Fun, Engaging, And Energizing
Scripts That Engage High Quality Prospect
How To Instantly Turn Relationships Into Committed Leads Ready To Take The Next Step
Growth in Assets by Focusing on Women
How The Women's Market Opens Countless Doors To Affluent Clients And Referrals
Strategies to Articulate Your Value
How To Express Your Value As An Advisor Effortlessly, Without Any Hard Selling
Meet Your Coaches
A Powerhouse Partnership with AdviseHer Consulting & femXadvisor
Beth Fitzgerald
Co-Founder AdviseHer Consulting
Beth is a High-Performance consultant and coach specializing in empowering women in finance. A certified John Maxwell Coach and member of the Forbes Coaches Council, Beth is also a Master EFT Practitioner with over 20 years of experience. She is the author of The Wake Up Call and is an international speaker and blogger.
Holly Reimel
Co-Founder AdviseHer Consulting
Holly is a High-Performance coach with over 20 years of experience helping financial advisers and entrepreneurs grow their businesses while maintaining a balanced and fulfilling lifestyle. She combines her extensive industry knowledge with her expertise as a Master Energy Practitioner to help women achieve both professional success and personal well-being.
Adri Miller-Heckman
Owner of femXadvisor
Adri is a leading coach for women advisors and the creator of a comprehensive training program designed to help any advisor attract and retain affluent female clients. A former Wall Street advisor, Adri founded her coaching practice in 2004 to empower women in the financial industry. She is also the author of Keys to the Ladies Room: A New Business Model for Financial Advisors.
Testimonials
"I loved the 3 powerful tools you shared and can’t wait to implement them, I can already see how they will help me intrigue and attract more affluent women."
-Alison, Financial Advisor
"We incorporate the strategies throughout our firm to better capitalize on the growth of the women's market."
-Richard Marooney, Managing Director Prudential Advisors
"I gained amazing clarity in describing what I do and why, this was powerful. I’m more motivated now than I have ever been!"
-Danny, femXadvisor Graduate
"As a female advisor, I am so connected to my place in this world and it would not have been possible without this program."
- Lindsay, Wealth Advisor
"I've been an advisor for nearly 30 years with over $800M in AUM. Your strategy is the perfect fit to elevate my approach with female clients."
-Charlie M., Senior Vice President, Financial Advisor
"My business has grown by 50% over the past year working with you!"
-Jessica, Financial Advisor
"I am asking for higher level clients with more assets and am getting more business with my ideal clients!"
-Joy, Financial Advisor
"We tripled our new business and are working to keep up with all the referrals. The best part is that I’m more energized and loving work again."
-Lynn, Financial Advisor
Bonus only available during the live workshop!
Attend the LIVE webinar and receive a complimentary 15-minute strategy call with one of our coaches. We’ll quickly identify the areas of your business that need the most attention and help you break through what’s holding you back.
