Female Client Attraction and Engagement System - For ALL Advisors
Seize the $30 trillion wealth opportunity women are poised to control. This proven, results-driven program equips your advisors—male and female alike—with the strategies to win, grow, and retain high-net-worth female clients. Specifically crafted for broker-dealers and asset management firms, The Female Formula empowers your team to lead in this thriving market, driving measurable growth, deeper client loyalty, and long-term success.

Top Producer Program for Females in Finance
This exclusive 100-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.

Present Brilliantly, Grow Your Influence, and Amplify Your Voice
This transformative 4-week workshop equips your male and female advisors with the skills to command attention, build trust, and expand their influence. Designed for all experience levels, this program provides the tools to craft dynamic, authentic presentations that captivate audiences, attract new clients, and elevate their professional presence. Advisors will leave confident in leading events, delivering impactful meetings, and driving meaningful engagement.

The topics are available as engaging keynotes or interactive workshops, delivered at conferences or virtually, to suit your event needs.

• Trust Wins: Become the Advisor Women Trust and Turn Prospects into Clients
  Establishing trust quickly is the key to building lasting client relationships. This keynote dives into actionable strategies for fostering genuine trust from the very first conversation, helping advisors turn prospects into dedicated clients with confidence and purpose. Advisors will learn the art of listening, connecting authentically, and building trust that leads to committed, long-term relationships.

• The Female Formula: A 3-Step System to Attract High-Value Female Clients
  With women poised to inherit and control unprecedented wealth, this 3-step system empowers advisors to confidently attract and retain high-net-worth female clients. Advisors will learn a structured process for connecting with affluent women, addressing their unique needs, and positioning themselves as trusted partners, ultimately building a more robust, sustainable client base.

• Stand Out, Speak Up: Elevate Your Visibility and Influence Through Dynamic Presentations
  Visibility is a crucial component of a successful advisory practice. This keynote teaches advisors simple, impactful steps to enhance their presentation skills, project confidence, and captivate any audience. Advisors will learn practical techniques to speak with clarity, connect with clients and prospects authentically, and strengthen their influence within their market.

• The Tiffany Box Effect: Deliver the Experience High-Net-Worth Female Clients Crave
  Women clients value a high-quality, customized experience in wealth management. This keynote teaches advisors how to deliver “The Tiffany Box Effect”—a high-touch service experience that meets the emotional and financial needs of affluent female clients. Advisors will learn how to create trust, loyalty, and satisfaction by focusing on what truly matters to their female clients.

• Ditch the Elevator Pitch: A 3-Step Formula for a Magnetic, Client-Attracting Message
  This session presents the Anti-Elevator Pitch—a refreshing, 3-step approach to crafting a message that naturally rolls off the tongue and genuinely engages prospective clients. Advisors will learn how to convey their value in a memorable, compelling way, opening doors to new clients and referrals effortlessly. This message will become the cornerstone of your business!