How Women in Wealth Can 10x their Business Without Burning Out


Picture this: It’s 9 p.m. and she’s still at her desk. The day’s client meetings are done, but she’s catching up on prep for tomorrow and thinking about how to grow her book of business. She’s sharp, ambitious, and deeply committed to her clients. But she’s also exhausted.

Sound familiar? The truth is, this industry is already demanding. And when you try to shoulder everything alone—without the right support or strategies—you make an uphill climb even harder.

Grit and determination can take you far, but not all the way. If you want to grow your business exponentially—2x, 5x, even 10x—you need more than hard work. You need the tools and support that free you to work smarter, not harder.

Here’s what we see again and again: 

~Women advisors who invest every ounce of energy into their clients but overlook investing in themselves.
~They pour into client portfolios but neglect their own growth.
~They build everyone else’s financial future but skip the coaching, skills, or peer community that would accelerate theirs.
~They rely on willpower and determination instead of proven strategies that would shorten the path.

This isn’t about weakness. It’s about efficiency. There’s already plenty of hard work in this business—why make it harder by carrying everything alone?

The most successful advisors don’t just push through. They invest in support systems that amplify their results. Think about it: you’d never tell a client to manage their portfolio on gut instinct and guesswork. You’d give them a plan, a framework, a disciplined approach. Why wouldn’t you give yourself the same advantage?

The women who rise to the top don’t just have drive—they have structure, accountability, and clarity. And once those pieces are in place, the growth they achieve isn’t incremental. It’s exponential.


The Top 5 Forms of Overlooked Help

  1. Coaching – Having someone in your corner who knows the terrain—who’s navigated the obstacles and can point out the shortcuts. Coaching isn’t about telling you what to do; it’s about showing you the fastest path to results and holding you accountable for getting there.

  2. Community – A circle of ambitious women who share strategies, celebrate wins, and push each other forward. The right community doesn’t commiserate—it collaborates. It’s where ideas sharpen, confidence grows, and momentum multiplies.

  3. Skill Development– This is where breakthroughs happen. Public speaking that makes you magnetic. Business development strategies that attract right-fit clients. Client acquisition systems that keep your pipeline full. Skills shorten the distance between where you are and where you want to be.

  4. Mindset & Well-being – Energy management and perspective aren’t luxuries—they’re the fuel that lets you show up as your best self. When you’re centered and clear, you make better decisions and attract better results.

    Bonus: Administrative Support

    If you can delegate, automate, or outsource even a few non-revenue tasks, it’s like unlocking extra hours in your week. Your time is your most valuable asset—protect it.

    The point isn’t to do everything. It’s to stop doing everything alone.


If we had a dollar for every woman advisor who told us she was exhausted and couldn’t figure out how to grow her business, we’d be trillionaires (okay, maybe not literally—but close). We see the same pattern again and again: going it alone.

The truth? The plan isn’t complicated or overwhelming. What makes it feel that way is trying to figure it all out by yourself. With coaching, community, and proven strategies, you can work smarter, attract more right-fit clients, and 2x, 5x—even 10x—your business.

At AdviseHer Consulting, we’re the only coaching company exclusively focused on helping female financial advisors become top producers—without burning out in the process.

We’ve spent decades in financial services, we know the challenges, and we’ve built the roadmap that works. If you’re ready to stop spinning and start scaling, now’s the time to get the support that matches your ambition.


Beth & Holly
AdviseHer Consulting


Before You Go… A Few Extras from the AdviseHER Team:

🧠 Tiny Marketing Action of the Month

Pick your favorite coffee spot, park bench, or cozy corner—somewhere that makes you happy. Grab a notebook and jot down 1–3 client wins from the past year. Think of the moments that made you proud of your impact. Dive into the details, be as vivid as possible. The goal is to create stories you can share. These case studies can become powerful conversation starters with clients or prospects, or even features in a newsletter.

🎤 Shared from the Field

One of our advisors recently shared: “I listened to what you both told me—and everything changed. I went into a prospect meeting relaxed and authentically me. I wasn’t trying to ‘make the sale. I spoke from my heart with my end in mind simply to earn the next meeting. Instead of proving how smart I was or how much value I could add, I just listened while they shared what truly mattered to them. And guess what? I got the sale!

This approach is a whole lot easier than what I was doing before. And one more thing you taught me—no more complaining, just do the work!”

Karen, Financial Advisor

🎧 Something We’re Loving

The 5-to-9 trend — that precious window before the workday — is all about dedicating time to yourself first. Whether it’s a workout, a quiet coffee, or simply catching your breath before the day begins, these routines remind us that filling your own tank isn’t selfish — it’s essential. We love seeing women carve out intentional time for themselves to start the day grounded, energized, and focused.

Next
Next

Is Your COI Strategy Actually a One-Way Street?