Level Up! in New York City
Done-in-A-Day intensive to attract ideal clients, increase assets, and build growth using a repeatable system — without outdated sales tactics.
Designed for women advisors ready for their next level of growth.
Monday, May 18, 2026
At The Penn Club of New York
Testimonials
Level Up Your Practice Now
In just one day, you will receive the same system 100’s of Successful advisors have used to grow assets with clarity and ease.
Implement a Repeatable
Client-Attraction System
Walk away with a system that consistently generates high-quality leads.
Build Smart,
Sustainable Visibility
Learn visibility strategies that attract clients without exhausting your time or energy.
Remove Mindset Roadblocks
that Quietly Hold You Back
Receive coaching to shift internal limits and show up with confidence and authority.
Develop a Clear, Confident Conversion Process
Use proven scripts and frameworks to close naturally and comfortably.
Scale with Support, Not Burnout
Build momentum inside a focused, supportive environment designed to help you grow faster—with less pressure and more ease.
Clarify & Elevate Your
Signature Message
Create a compelling message that instantly resonates with ideal clients and differentiates you.
Here is What You'll Receive:
A rare opportunity to spend a full day with Beth and Holly in an intimate, hands-on experience. This is the day that changes everything - immersive, strategic, and personalized.
By the end of the day, you will walk away with a:
Tiffany Box – the differentiated positioning that makes you the go-to choice
Repeatable system to grow revenue without the hustle
Visibility plan that fits your style and brings you high-quality opportunities
Confidence reset and mindset shift that elevates how you show up
90-day roadmap so execution feels simple, focused, and aligned with your goals
Implementation & Mindset
The edge that turns intention into undeniable results.
Energy work strategies to sustain momentum without burnout
Mindset recalibration to eliminate hesitation and lead with conviction
Strategic support to stay focused, motivated, and relentless about achieving your goals
Grow Together.
Rise Higher.
This is not a networking group.
Level Up! is a strategic think tank of high-performing women advisors who share generously, challenge one another, and accelerate growth together.
Progress accelerates when women rise together.
testimonials
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“I used the investment message Holly and Beth taught me in Level Up!, and just two weeks ago, I moved $2.5 million. My message packaged everything beautifully, and I even used the Tiffany Box strategy I created. I plan to use this same approach in future meet-ups as I see that it converts.”
- Carla, Financial Advisor
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“One of the most powerful parts of the program for me was watching Beth and Adri role-play how to use the wording in real social situations. It was the first time I heard it in action, and it made all the difference. Their guidance—especially the reminder that if someone doesn’t engage, it’s about them, not me—was incredibly empowering.”
— Farah, Edward Jones
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“What drew me in was the energy and clarity you both bring—I immediately felt seen and supported. In just one session, I saw what was possible, not just for my business but for how I show up every day. I’ve done other programs before, but nothing compares to how you combine mindset, marketing, and messaging. You helped me connect the dots between who I am and how I lead.”
— Jennifer, Financial Advisor
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"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
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“Just the brainstorming aspect—thinking on the spot—was so valuable. In our sessions, you challenged us with real-time prompts, and I learned to authentically craft and refine my message. ”
— Rebecca, Financial Advisor
Discover What One Day with Beth and Holly
Can Do For You & Your Business
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Learn how to create a tailored client experience that sets you apart from the competition and fosters lifelong referrals from high-net-worth clients.
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Shift your mindset, eliminate negative self-talk, and boost your confidence—enabling you to present your best self to clients both inside and outside of the workplace.
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Master the art of hosting compelling events with engaging content and dynamic delivery that attracts and motivates your audience to take action.
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You'll walk away with actionable strategies to attract and engage high-net-worth clients, positioning your practice for long-term success.
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Gain strategies to build trust quickly with potential clients, positioning yourself as a knowledgeable, reliable advisor specifically suited for high-net-worth clients.
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Recharge and prepare yourself to come out strong this year, equipped with the tools and mindset to attract and serve your ideal clients effectively.
This full-day intensive equips you with the strategy, systems, and mindset support you need to execute decisively and drive consistent growth.
Meet Your Level Up! Coaches
Holly Reimel, AdviseHer Consulting
Sales, Speaking &
High-Performance Expert
Holly’s career as a national sales manager for major asset management firms, paired with her work as a high-performance coach for small business owners and financial advisors, has made her a sought-after consultant and global speaker. She brings invaluable expertise in client engagement, sales strategy, and public speaking.
Beth Fitzgerald, AdviseHer Consulting
Mindset Expert &
Forbes Council Coach
Beth, a former Wall Street professional and sales manager, is now a global speaker, author, and Master Energy Practitioner. With over 20 years of experience coaching executives, she helps financial advisors overcome mindset barriers and unlock their full potential, positioning them to lead in their industry.
Join Us in NYC for Level Up!
EVENT DETAILS:
WHEN: Monday, May 18, 2026, 8:30 am – 4:00 pm
WHERE: The Penn Club, a historic landmark clubhouse in Midtown Manhattan
LEVEL UP! INVESTMENT: $995
(You are responsible for travel and accommodation expenses)
WHAT YOU’LL RECEIVE:
Spend a full day with Beth and Holly
in an intimate, hands-on experience.
• Tiffany Box – the differentiated positioning that makes you the go-to choice
• Repeatable System to grow revenue without the hustle
• Visibility Plan that fits your style and brings you high-quality opportunities
• Confidence Reset and Mindset Shift that elevates how you show up
• 90-day Roadmap so execution feels simple, focused, and aligned with your goals
STILL NOT SURE?
Frequently Asked Questions
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Absolutely! Schedule a free 20-minute Strategy Session to speak with Beth or Holly before you join Level Up!
Book your session here:
https://www.adviseherconsulting.com/strategy-session -
You can expect real, measurable progress in both your business growth and personal clarity. Participants walk away with:
A stronger ability to attract more affluent clients
A clear, compelling brand and messaging framework that resonates with ideal prospects
Breakthroughs in mindset that help you clarify your vision for both business and life
Actionable strategies that lead to more booked appointments, higher‑quality leads, and stronger client retention
Refreshed talking points and compelling messaging that convert interest into action
Smart visibility tactics to stay top of mind and consistently get booked
A confident conversion strategy to turn prospects into loyal, long‑term clients
The Level Up! program is designed to move you from spinning your wheels to seeing tangible, consistent results.
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This program is for women financial advisors who want to grow—period. It's ideal for female financial advisors who want to capitalize on the growing women’s market. And it is perfect for advisors seeking to elevate or refine their strategies, attract more high-net-worth clients, and maintain a work-life balance.
Join us for your Next Level of Success!
We are ready to help you:
Build a business that attracts ideal clients.
Increase assets with confidence.
And, in doing so, create a life you love!