Level Up!

50 Days to Transform Your Practice &
Fill Your Pipeline with High-Value Clients

Whether you're a top producer ready to scale higher or a growth-focused advisor looking to gain momentum, taking your practice to the next level starts here!

AdviseHER Level Up!

Your Pathway to Success in 2025

A fast, focused, and results-driven approach to revolutionize your practice with confidence, clarity, and proven systems

Ideal Client
Attraction Process

Strengthen your compelling brand and messaging framework to resonate with your ideal clients. Our system ensures you attract, engage, and nurture lasting relationships with the right audience, laying the foundation for long-term growth and success.

Mindset & Clarity Breakthrough

Define your dream business and life with precision with live group and a one-on-one strategy session we’ll identify and overcome the barriers holding you back. Enhance your mindset and clarity to achieve your 2025 goals and transform your year ahead.

Action to Action to Results Accelerator

Transform visibility into tangible outcomes with an action plan. Whether it’s generating high-quality leads, mastering our powerful scripts, or hosting impactful events, our training and coaching delivers rapid, measurable results.

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

  • "We incorporate the strategies throughout our firm to better capitalize on the growth of the women's market."

    -Richard Marooney, Managing Director Prudential Advisors

  • "Beth is the master guru of the "lightbulb moment" of coaching—her lessons usually hit home like a knockout punch."

    -Tom Capone, CEO, NYDLA

  • "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

  • "Holly inspires, motivates, & guides me to achieve my goals. She brings compassion, expertise, and a keen understanding of psychology."

    -Corinna Garis

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.

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.

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.

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

Keys 1-6

Craft Your Signature
Brand & Message

Ready to Thrive in 2025 and Beyond

BECOME A TOP PRODUCER WITH EXPERT GUIDANCE, STRATEGY, & ACCOUNTABILITY

ADD MASSIVE VALUE TO THEIR TEAM AND BECOME A MAGNET FOR NEW CLIENTS

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.

The modules are organized into two core sections, each module includes a training video and tools:

Discover What the Level Up! Program Can Do
For You & Your Business in Just 50-Days

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.

Build a Client Experience that Differentiates You

You'll walk away with actionable strategies to attract and engage high-net-worth women clients, positioning your practice for long-term success.

Maximize Lead Generation and Client Acquisition

Recharge and prepare yourself to come out strong in 2025, equipped with the tools and mindset to attract and serve your ideal clients effectively.

Keys 7-12

Launch & Grow
Brand & Message

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.

Mindset and Confidence Building

Master the art of hosting compelling events with engaging content and dynamic delivery that attracts and motivates your audience to take action.

Host Powerful and Impactful Events

Gain strategies to build trust quickly with potential clients, positioning yourself as a knowledgeable, reliable advisor specifically suited for high-net-worth women.

Establish Yourself as a Trusted Advisor

ATTRACT AND WORK WITH ENGAGED, HIGH-NET-WORTH CLIENTS IN 2025

Testimonials

  • "I've been an advisor for nearly 30 years with over $800M in AUM. Your strategy is the perfect fit to elevate my approach with female clients."

    Charlie M., Senior Vice President, Financial Advisor

  • "My business has grown by 50% over the past year working with you!"

    Jessica, Financial Advisor

  • "I am asking for higher level clients with more assets and am getting more business with my ideal clients!"

    Joy, Financial Adviser

  • "If you want an expertly delivered “crash course” to prepare, focus & motivate you Holly and Beth’s workshop is for you!"

    Elizabeth P., Participant

Join the Level UP program today!

Here's what you get:

AdviseHER Academy Digital Platform:
12 Keys with videos, tools, event planning strategies, scripts & more resources

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)

Bonus! 30 Leads in 30 Days System:
Supercharge your prospecting efforts now

Total value: $2580

Today Just $1895

Program Starts May 13, 2025

STILL NOT SURE?

 Frequently Asked Questions

  • The calls are on Zoom from 4-5 PM ET (3-4 PM CT, 1-2 PM PT) on the following Tuesdays:

    May 13, 2025
    May 20, 2025
    May 27, 2025
    June 3, 2025
    June 10, 2025
    June 17, 2025

    If you can't attend, don't worry—each session will be recorded and available for replay.

  • 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.

  • You can expect to:

    Attract more affluent female clients.

    Build a clear, compelling brand and messaging framework.

    Break through mindset barriers to clarify your business and life goals.

    Turn strategies into actionable results, like more booked appointments, better leads, and increased client retention.

  • 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.

  • You’ll receive ongoing support through live coaching sessions, 1 private one-on-one strategy session and email access to the coaches. The 7 community calls also provide support and think tank opportunities with like-minded advisors.