Level Up!
Elevate your business, your confidence, and your next level of success
You’ve built a thriving practice, earned respect, and achieved remarkable results.
Now, imagine your business fully aligned with your ambition — a practice that runs efficiently, attracts clients who value your expertise, and allows you to lead with confidence and ease.
Level Up! is our fast, focused program designed for high-performing women advisors ready to refine systems, attract ideal clients, and grow with confidence.
Cohort begins January 27, 2026
Tuesdays, 3–4 PM ET | 6 live sessions
Is this you?
You are already successful, but you know you’re capable of more.
Your systems got you here, but they can’t take you further.
Your message and brand aren’t fully expressing your expertise.
Your client experience is strong, but it could drive more referrals and loyalty.
You’re doing much of the work yourself — leaving little time to focus on strategy or innovation.
You are performing at a high level, but feel your growth has plateaued.
If this resonates, Level Up! is designed for you.
Here is What You'll Receive:
Access to Three Expert Coaches
Join coach-led peer calls PLUS 1:1 personal strategy session to uncover what’s holding you back and find the fastest way for you to grow your business.
6 Group Coaching Session (60 min. each)
1 Private Strategy Session (45 min.)
50 Days of Email Access to Coaches
All-Access Pass to the AdviseHER Academy
Dive into our robust digital platform of videos, tools, and resources designed to help you craft your ideal client messaging, build a winning visibility strategy, and scale your business. Unlock 12 Key strategies to elevate your practice and achieve unprecedented growth.
6 Modules to Craft Your Female Focused Brand
6 Modules to Launch Your Signature Brand & Message
18 Powerful Tools from Client-Generating Scripts to Complete Focus Group Strategies
Bonus! 30 Leads in 30 Days
Supercharge your prospecting efforts with our proven system that will help you attract 30 new ideal clients in just 30 days, setting the foundation for massive success in 2025.
6 Prospecting Scripts
2 Powerful Tools
Fresh approach to attract new ideal clients that works!
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
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.
Adri Miller-Heckman, femXadvisor
Women's Market Branding & Messaging Expert
As a successful financial advisor herself, Adri built her business by focusing on women clients. With 20 years at femXadvisor, she has coached hundreds of advisors across the country, helping them craft compelling brands and grow their practices. Adri is also a keynote speaker and consultant dedicated to helping advisors reach their peak performance.
Level Up Your Practice Now
This system is perfect for financial advisors who want to:
FILL THEIR CALENDAR WITH IDEAL FEMALE CLIENTS WHO VALUE THEIR EXPERTISE
FOLLOW A PROVEN, RESULTS-DRIVEN FRAMEWORK TO ACCELERATE GROWTH—WITHOUT BURNOUT
ACHIEVE HIGHER LEVELS OF WEALTH—WHILE STILL HAVING TIME FOR FUN AND JOY
BECOME A TOP PRODUCER WITH EXPERT GUIDANCE, STRATEGY, & ACCOUNTABILITY
ADD MASSIVE VALUE TO THEIR TEAM AND BECOME A MAGNET FOR NEW CLIENTS
ATTRACT AND WORK WITH ENGAGED, HIGH-NET-WORTH CLIENTS IN 2025
What are the 12 Keys?
The 12 Keys are actionable strategies and tools designed to help you build a brand, attract affluent women clients, and drive business growth.
Inside the AdviseHER Hub, you’ll dive into two core sections, each with videos and tools:
Refresh Your Signature
Brand and Message
KEYS 1 - 6
Create Your Visibility Strategy for Growth
KEYS 7 - 12
Discover What Level Up! Can Do
For You & Your Business in Just 50 Days
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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 women 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 women 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 women.
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Recharge and prepare yourself to come out strong in 2025, equipped with the tools and mindset to attract and serve your ideal clients effectively.
Testimonials
Here's what you get:
6 Live Coaching Sessions
Hosted by Holly and Beth (60 mins each)
1 Private Strategy Session:
Stay on track with your goals & overcome hurdles (45 mins)
AdviseHER Academy Digital Platform:
12 Keys with videos, tools, event planning strategies, scripts & more resources
Bonus! 30 Leads in 30 Days System:
Supercharge your prospecting efforts now
Total value: $2580
Price until December 31, 2025:
$1895
Join The Level Up! program today!
January 2026
On Zoom Tuesdays from 3-4 PM ET
(2-3 PM CT / 12-1 PM PT)*
Session 1: January 27, 2026
Session 2: February 3, 2026
Session 3: February 10, 2026
Session 4: February 17, 2026
Session 5: February 24, 2026
Session 6: March 3, 2026
*Recordings available
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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The AdviseHER Academy is your comprehensive toolkit to build and launch your brand focused on attracting affluent women clients.
The 12 Key Training modules are organized into two core sections, each module includes a training video and tools:
Keys 1-6: Craft Your Signature Brand & Message
These modules guide you in developing a brand and message that resonates with women.Keys 7-12: Launch Your Brand & Message
These modules provide actionable strategies to launch and grow your new brand.Coaching Calendar & Recordings
This module has the Group Coaching Session calendar and booking link to schedule your private coaching session. You can also catch the recordings for the Group Coaching Sessions.
Bonus: 30 Leads in 30 Days!
This module has a Guidebook, 6 Prospecting Scripts, and 2 Powerful Tools to immediately supercharge your prospecting. -
This program is ideal for female financial advisors who want to capitalize on the growing women’s market. It’s perfect for advisors seeking to elevate or refine their strategies, attract more high-net-worth clients, and maintain a work-life balance.
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No worries! All live group coaching sessions are recorded and available in the AdviseHER Academy Digital Platform. You can watch the replay at your convenience, so you never miss out on valuable insights and strategies.
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You’ll receive ongoing support through live coaching sessions, 1 private one-on-one strategy session, and email access to the coaches. The 6 community calls also provide support and think tank opportunities with like-minded advisors.