AdviseHer Consulting | Services for Advisors and Firms

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Discover Tailored Solutions for Your Firm:

For Firms

AdviseHER partners with financial firms to support the growth, retention, and advancement of women wealth managers and advisors. Led by Beth Fitzgerald and Holly Reimel, with 25+ years of experience working alongside top-producing advisors, AdviseHER delivers proven coaching, leadership development, and client-centered growth frameworks that help advisors grow with confidence while supporting sustainable, firm-wide results.

Why AdviseHER?

Consistent, Firm-Wide Growth
Equip advisors with repeatable, client-centered strategies that strengthen relevance with high-net-worth women and deliver predictable organic growth across teams and regions.
Scalable Advisor Development & Adoption
Cohort-based programs designed for firm-wide rollout that drive real behavior change, immediate implementation, and consistent advisor adoption.
Advisor Engagement, Retention & Leadership Pipeline
Structured development pathways that deepen advisor commitment, reduce attrition risk, and build confident, future-ready women leaders.
Female Client Acquisition Advantage
Growth strategies aligned with how women build trust and make decisions, helping firms increase wallet share, retention, and long-term client value.

Schedule a complimentary consultation to learn how AdviseHER can help your firm gain a competitive edge and drive measurable growth.

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These topics are available as engaging keynotes or interactive workshops and can be delivered in person at conferences or virtually to meet your event needs. Each session is a strategic, high-impact program designed to support advisor growth and strengthen client acquisition.
- The Female Formula is a research-backed keynote that equips advisors with a clear, repeatable approach to attracting and retaining high-net-worth female investors. Advisors gain insight into what affluent women value most, how to align messaging and visibility to build trust, and where common gaps limit relevance, growth, and client retention.
- The Tiffany Box Process is a signature positioning keynote that helps firms equip women advisors with a clear, client-centered way to articulate their value and differentiate their practice. Advisors gain a concise framework to communicate expertise with confidence, elevate the client experience, and support scalable growth, retention, and long-term development.
- Present for Results is a structured workshop that helps firms turn advisor presentations into predictable, measurable growth. Advisors learn a repeatable presentation framework that builds trust, improves confidence and clarity, and converts events and client talks into high-quality follow-up conversations and new client relationships.
- Ditch the Elevator Pitch is a practical keynote that equips firms with a simple, three-step framework advisors can use to communicate their value clearly and memorably. Advisors learn how to replace generic elevator pitches with a magnetic, client-attracting message that sparks genuine conversations, strengthens referrals, and becomes the foundation of their business development efforts.
Present for Results! is a coach-led, two-session program that equips advisors with a proven, repeatable event strategy to attract new clients and drive organic growth. Advisors learn how to consistently fill rooms using a clear three-step event system, deliver a compelling message with confidence and credibility in any setting, and convert prospects naturally. The result is stronger visibility, higher-quality referrals, and sustainable revenue growth that firms can deploy across teams year-round.
Top Producer Program for Females in Finance
This exclusive 50-day program equips your female advisors with the high-impact tools, proven strategies, and expert support they need to excel. Designed to help them attract and retain women clients—one of the fastest-growing and most lucrative markets—this program empowers your team to deliver exceptional value while driving measurable growth for your firm.

Discover What’s Possible for You

For AdviseHERs

At AdviseHER, we believe every woman in finance has the power to create extraordinary success on her own terms. Our transformational programs are designed to guide you through the unique challenges and opportunities that women in this field face, empowering you to redefine your career and achieve both professional triumph and personal fulfillment.

With over 25 years of experience in financial services and elite advisor coaching, we’ve created programs that do more than teach—they inspire action, elevate your mindset, and shift your energy to align with the success you deserve. Whether you're looking to attract ideal clients, build unwavering confidence, or create the work-life balance you’ve been longing for, our programs offer the proven strategies and support to make it happen.

A high-impact growth program for women advisors who are ready to attract more ideal clients, increase assets, and create predictable momentum in their practice. Through a proven, repeatable system, you’ll clarify your positioning, strengthen visibility, and install smart growth strategies that work together, without burnout or outdated sales tactics. The result is confident execution, consistent opportunities, and a business that supports both your income goals and quality of life. Click here to enroll or learn more!
A focused, coach-led program designed to help advisors turn speaking opportunities into a reliable growth strategy. In just two live sessions, you’ll learn how to fill the room using our proven 3-step event system, deliver a compelling message that builds instant credibility, and convert prospects with confidence, whether you’re hosting a client lunch, focus group, or community workshop. You’ll walk away with a repeatable event strategy that strengthens visibility, drives organic referrals, and supports consistent year-round revenue growth. Click here to enroll or learn more!
You’ve built something extraordinary. Now it’s time to take the leap toward exceptional.
Welcome to AdviseHER Private Coaching! Designed exclusively for high-achieving women in finance who refuse to settle for “good enough.”
This isn’t just another coaching program. It’s a transformative partnership to help you redefine success—on your terms. Imagine attracting clients who inspire you, building a practice that reflects your highest values, and living a life that energizes you every day. Learn more about our private coaching here.