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!
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 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.
7 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
AdviseHER Consulting and femXadvisor have joined forces to provide expert guidance from three elite coaches, each with over 25 years of experience. Together, we will equip you with the strategies to thrive in 2025.
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.
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.
Level Up Your Practice Now
This system is perfect for financial advisors who want to:
Attract and work with engaged, high-net-worth clients in 2025
Follow a proven, results-driven framework to accelerate growth—without burnout
Become a TOP producer with expert guidance, strategy, & accountability
Fill their calendar with ideal female clients who value their expertise
Achieve higher levels of wealth—while still having time for fun and joy
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:
Keys 1-6
Craft Your Signature
Brand & Message
Keys 7-12
Launch & Grow
Your Brand & Message
Discover What the Level Up! Program Can Do
For You & Your Business in Just 50-Days
Build a Client Experience that Differentiates You
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.
Mindset and Confidence Building
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.
Maximize Lead Generation and Client Acquisition
You'll walk away with actionable strategies to attract and engage high-net-worth women clients, positioning your practice for long-term success.
Host Powerful & Impactful Events
Master the art of hosting compelling events with engaging content and dynamic delivery that attracts and motivates your audience to take action.
Ready to Thrive in 2025 And Beyond
Recharge and prepare yourself to come out strong in 2025, equipped with the tools and mindset to attract and serve your ideal clients effectively.
Establish Yourself as a Trusted Advisor
Gain strategies to build trust quickly with potential clients, positioning yourself as a knowledgeable, reliable advisor specifically suited for high-net-worth women.
"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 Advisor
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 resources7 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 12, 2025
STILL NOT SURE?
Frequently Asked Questions
When are the live group coaching calls?
The calls are on Zoom from 4-5 PM ET (3-4 PM CT, 1-2 PM PT) on the following Mondays:
May 12, 2025
May 19, 2025
May 26, 2025
June 2, 2025
June 9, 2025
June 23, 2025
Bonus Pop-Up Session - TBA
If you can't attend, don't worry—each session will be recorded and available for replay.
What is included in the AdviseHER Academy Digital Platform?
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.
Who is this program for?
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.
What results can I expect from the program?
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.
What if I miss a live group coaching session?
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.
What kind of support will I get?
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.
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