Level Up! with Beth and Holly

Grow your assets.Reclaim your time.

A private cohort of ten women advisors, coached for six weeks. Together, we help you attract ideal clients with ease, close naturally, and build a repeatable system for growth that does not cost you your life.

Six Thursdays at 1 PM ET on Zoom, from January 14, 2027

Reserve Your Place Or talk with Beth or Holly first

Your investment: $1,895 (a $5,597 value)

Real results

What growth looks like for the advisors we coach

  • $2.5M

    moved after using the investment message built in Level Up!

    Financial Advisor

  • $50M

    in net new assets through focused strategy, consistent events, and stronger messaging

    Financial Advisor

  • 50%

    business growth in one year of coaching with Beth and Holly

    Financial Advisor

Individual results vary.

In just six weeks

The formula top advisors use to grow assets with clarity and ease

  • Clarify and elevate your signature message

    Create a compelling message that instantly resonates with ideal clients and sets you apart.

  • 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.

  • Develop a clear, confident conversion process

    Use proven frameworks to close naturally and comfortably, without forcing or convincing.

  • Remove the mindset roadblocks that quietly hold you back

    Receive coaching to shift internal limits and show up with confidence and authority.

  • Scale with support, not burnout

    Build momentum in a focused, supportive environment designed to help you grow faster, with less pressure and more ease.

This six-week experience gives you the strategy, systems, and mindset support to execute decisively and produce consistent growth.

Everything included in Level Up!

Live coaching

Six weeks with Beth and Holly

Coach-led calls plus a private strategy session to uncover what is holding you back and find the fastest path to growth.

  • Six live group coaching sessions, 60 minutes each
  • One private strategy session, 45 minutes
  • 50 days of email access to both coaches

Implementation and mindset

The edge that turns intention into results

Strategy only works when you act on it. We help you stay focused and keep your momentum.

  • Energy strategies to sustain momentum without burnout
  • Mindset recalibration to eliminate hesitation and lead with conviction
  • Strategic support to stay focused, motivated, and committed to your goals

The AdviseHER Academy

All-access pass to the 10 Keys

Our digital platform of tools and resources for crafting your ideal client message, building your visibility strategy, and scaling your business. Access begins the day you enroll.

  • Keys 1 to 5: Refresh your signature brand and message
  • Keys 6 to 10: Build your visibility and client acquisition strategy
  • Tools ranging from client-generating frameworks to complete focus group strategies

Bonus

30 Leads in 30 Days

Our proven system to attract 30 new ideal clients in 30 days, so you start the year with a full pipeline.

  • Six prospecting frameworks
  • Two powerful tools
  • A guidebook to put them to work right away

This is not a networking group

Grow together. Rise higher.

Level Up! is a strategic think tank of high-performing women advisors who share generously, challenge one another, and accelerate growth together. Each cohort is capped at ten advisors, so every voice is heard.

Progress accelerates when women rise together.

In their words

What advisors say about Level Up!

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.
Financial Advisor
  • 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.
    Financial Advisor
  • 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.
    Financial Advisor
  • As a female advisor, I am so connected to my place in this world, and it would not have been possible without this program.
    Wealth Advisor

Individual results vary.

Your coaches

Meet Beth and Holly

Beth Fitzgerald

Beth Fitzgerald

Mindset Expert and Forbes Council Coach

A former Wall Street professional and sales manager, Beth is a global speaker, author, and Master Energy Practitioner. With more than 20 years of experience coaching executives, she helps advisors move past mindset barriers and unlock their full potential as leaders in their industry.

Holly Reimel

Holly Reimel

Sales, Speaking, and High-Performance Expert

Holly built her career as a national sales manager for major asset management firms and as a high-performance coach for small business owners and advisors. Today she is a sought-after consultant and global speaker with deep expertise in client engagement, sales strategy, and public speaking.

The January 2027 cohort

Reserve your place in Level Up!

A private cohort of ten women advisors, six weeks of coaching with Beth and Holly, and everything you need to grow with clarity and ease.

Strategic coaching

  • Six live group coaching sessions
  • One private strategy session
  • 50 days of email access to both coaches

Systems and tools

  • The AdviseHER Academy and all 10 Keys to Growth
  • Strategies, templates, and messaging frameworks
  • Visibility and client-attraction tools, plus the 30 Leads in 30 Days bonus

Momentum and accountability

  • An intimate cohort capped at ten women
  • Real-time feedback and implementation support
  • Mindset and energy coaching to keep you focused on your goals

Total program and coaching value: $5,597

Your investment

$1,895

Reserve Your Place Or talk with Beth or Holly first

Thursdays on Zoom, 1 to 2 PM ET

12 to 1 PM CT, 10 to 11 AM PT

  • Session 1January 14, 2027
  • Session 2January 21, 2027
  • Session 3January 28, 2027
  • Session 4February 4, 2027
  • Session 5February 11, 2027
  • Session 6February 18, 2027

Every session is recorded.

Still deciding?

Questions advisors often ask

Can I speak with Beth or Holly before I enroll?

Yes. Book a free 20-minute strategy session to talk through your goals with Beth or Holly before you join.

Book your strategy session

Who is this program for?

Women financial advisors who want to grow. Level Up! is ideal for advisors who want to serve the growing women's market, attract more high-net-worth clients, and refine their strategy while keeping balance in their lives.

What kind of support will I get?

You will have six live group coaching sessions, one private strategy session, and 50 days of email access to Beth and Holly. The cohort itself becomes a think tank of advisors who share ideas and hold one another accountable.

What if I miss a live session?

Every live session is recorded and saved in the AdviseHER Academy, so you can watch the replay whenever it suits you.

How soon can I access the 10 Keys?

Right away. As soon as you enroll, you have access to all 10 Keys inside the AdviseHER Academy, along with the 30 Leads in 30 Days bonus.

We are readywhen you are.

Build a business that attracts ideal clients. Increase your assets with confidence. And, in doing so, create a life you love.

Reserve Your Place Talk with Beth or Holly first