Bring AdviseHER to Your Next Event
Keynotes • Interactive Workshops • Advisor Development Programs • Corporate Cohorts • Virtual Programs
Whether you have 30 minutes, 60 minutes, or a multi-session development program, AdviseHER will tailor the experience around your firm's audience and growth objectives.
KEYNOTE TOPICS & WORKSHOPS
PRESENT FOR RESULTS
Events in a Box: Turn Events Into Ideal Clients
Many advisors invest tremendous time and energy into events and then hope something happens afterward.
This high-energy, interactive workshop gives advisors a repeatable formula for turning events of any size into meaningful relationships and new business opportunities.
From an intimate client gathering to a large educational event, participants learn how to strategically fill the room, build trust from the stage, and create a natural path to the next conversation without feeling “salesy”.
Advisors will learn how to:
1. Fill the room with the right people.
Create events around the interests, needs, and concerns of ideal clients and use invitations and messaging that make people want to attend.
2. Turn an audience into relationships and meetings.
Learn the language and event structure that builds Know, Like & Trust, engages the room, and naturally moves attendees toward a next conversation.
3. Present with confidence and influence.
Participants learn how to communicate their value, establish credibility, and become a recognizable person of influence in the market they want to own.
PRESENT FOR RESULTS is Ideal for:
Advisor conferences, sales meetings, growth initiatives, regional meetings, and teams looking to make events a more effective organic-growth strategy.
LEVEL UP!
A Business Growth Accelerator for Female Financial Advisors
Female advisors are often doing everything they're told to do networking, posting, prospecting, attending events, and serving clients yet still wondering:
Which activities will actually grow my business?
Level Up helps women advisors replace scattered activity with a focused, sustainable growth strategy built around their strengths, their ideal clients, and the business they actually want to build.
It's not about doing more. It's about getting clearer about what works and doing more of that.
Advisors will learn how to:
1. Develop language that attracts their ideal clients every day.
Create a clear, memorable message they can confidently use in conversations, events, introductions, email, and social media without sounding scripted or salesy.
2. Build a differentiator that makes the right prospects think, “I need to work with her.”
Identify what makes their practice distinctive and translate it into a client experience and growth strategy people remember, value, and refer.
3. Create sustainable momentum.
Learn how to stay focused, motivated, and visible with a simple organic-growth roadmap that turns small, consistent actions into meaningful business results.
LEVEL UP! is Ideal for:
Women's advisor conferences, leadership programs, advisor development initiatives, women's networks, and firms committed to developing and retaining high-performing female advisors
THE FEMALE FORMULA
Attract, Engage & Earn the Trust of High-Net-Worth Women
The opportunity is enormous, but attracting high-net-worth women takes more than changing a brochure photo or website messaging.
The Female Formula shows advisors how to become more relevant, visible, and valuable to women investors by understanding what quickly creates connection, confidence, and trust.
It's about becoming the kind of advisor women want to seek out, work with, and tell other women about.
Advisors will learn how to:
1. Use the exact language that creates connection and trust.
Replace generic advisor messaging and traditional sales language with conversations that make women feel understood, heard, and confident taking the next step.
2. Differentiate themselves in the women's market.
Develop a clear point of view, message, and client experience that answers the question every prospective client is silently asking: “Why should I work with you?”
3. Turn relationships into organic growth.
Learn practical ways to reach high-value women through client experiences, events, focus groups, strategic relationships, and everyday conversations without relying on cold prospecting or pressure.
THE FEMALE FORMULA is Ideal for:
Firms focused on the women's wealth opportunity, organic growth, asset retention, client experience, and deeper household relationships.
"Working with AdviseHer has been incredibly valuable. Their approach to communicating with women—and clients in general—has changed how I talk about what I do and how I do it. AdviseHer offers powerful insights for attracting and connecting with female clients, and I believe any advisor could benefit from their expertise. I’ll continue to share their name with my female colleagues."
— Kelly H., Edward Jones
“Holly was a pivotal force in helping me navigate the next chapter of my career and life with clarity and confidence. Her unique blend of compassion, insight, and expertise empowered me to reach my full potential—both in financial services and beyond.”
-Corinna G., Director, Nehemiah Development Co.
“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. You get me!”
— Jennifer G., Financial Advisor
MEET YOUR SPEAKERS
Holly Reimel
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
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.
We would love to collaborate!
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