Empowering Advisors to Effectively Attract, Win, and Serve Women

We partner with both male and female Advisors to deepen the knowledge, resources, and community they need to confidently engage and serve women as they navigate life.

Together, we empower women to live financially fearless—supporting clients through real change with real solutions built on a foundation of financial education, a strong peer network, and content designed to inspire connection.

Are you ready to serve the fastest-growing market segment?

Women are expected to inherit $30 trillion in investible assets by 2030.1

 

They’re driving decisions, leading households, launching companies—and they’re looking for Advisors who understand their unique challenges, opportunities, and goals.

1 McKinsey & Company, Women as the next wave of growth in US wealth management, 2020

Are you equipped with the knowledge, resources, and community you need to meaningfully connect with one of the most dynamic and financially powerful market segments in wealth management?

67%

Share of stock market wealth women investors will control by 2030 1

70%

Women who change their Advisor within the first year after inheriting wealth 2

80%

Women who seek financial advice during or after a divorce 3

1 McKinsey & Company, Women as the next wave of growth in US wealth management, 2020

2 Forbes, 3 Reasons Women Are Well-Positioned To Acquire And Lead Financial Practices, 2024

3 U.S. Census Bureau, Marriage and Divorce Data Tables, 2024

The Time Is Now

Women aren’t waiting for the industry to catch up—and neither should you.

As one of the most financially influential and fastest-growing market segments, women are leading with confidence and seeking Advisors who can match their momentum—those ready to build real relationships and drive meaningful conversations. 

They want Advisors who ask better questions, listen deeply, and guide them through life’s biggest transitions with clarity and care. Serving this market segment isn’t just a social imperative; it’s a strategic growth driver for Advisors ready to lead with empathy, deliver relevance, and build unshakable loyalty. 

Ready to Start Building StrongHer Client Relationships?

Who StrongHer Money® Supports

StrongHer Money® was built with the intention to help Advisors serve the most powerful, growing, and dynamic segments of the wealth management landscape. This program equips you to connect meaningfully with:

Professional Women

CEOs, executives, business owners, and rising leaders. These women are building wealth, making decisions, and seeking Advisors who respect their time, goals, and complexity. They want a partner who can speak their language and support their ambition.

Women in Transition

Navigating life’s biggest changes such as death, divorce, caregiving, or retirement requires more than technical advice. Women in transition need empathy, stability, and a clear financial path forward. StrongHer Money® helps you become the Advisor they can trust when everything else feels uncertain.

Women Who Want an Advisor Who Gets Them

Today’s female clients are savvy, informed, and no longer settling for transactional relationships. They want Advisors who listen deeply, deliver relevant insights, and offer solutions that reflect their real lives. This program empowers you to do exactly that.

Step Into the

Ambassador Program

The StrongHer Money® Ambassador Program is a robust platform designed to help Advisors intentionally grow their business by better supporting and connecting with women—one of the most dynamic and financially powerful client segments.

Knowledge

Learn what drives women and build the confidence to connect with empathy and insight.

Ambassador Training

  • Gain foundational knowledge to better attract, win, and serve women throughout all life transitions via targeted, self-paced training 

Ongoing, Track-Based Training

  • Strengthen your subject matter expertise through quarterly training focused on topics that impact women, such as divorce, caregiving, entrepreneurship, legacy, and more

1:1 Business Coaching

  • Partner with our StrongHer Money® coaches to develop a customized business growth plan

Resources

Access pre-designed, plug-and-play tools created to help both male and female Advisors grow intentionally by better serving women clients.

Advisor Toolkit

  • Access ready-to-use worksheets, guides, and checklists
  • Leverage StrongHer Money® prospecting event kits
  • Co-brand our pre-designed marketing templates, persona cards, and events-in-a-box assets to create tailored campaigns
  • Download the sales enablement playbook and other training materials

Advisor Bookshelf

  • Gain further insights through our Advisor bookshelf intentionally curated to keep you informed on industry research and market trends

Client Toolkit

  • Co-brand educational infographics
  • Share financial literacy worksheets
  • Distribute one-pagers tailored to
    client goals

Community

Build lasting relationships and scale your business through immersive learning and collaboration.

In-Person Experiences

  • Join StrongHer Money® one-day, in-person Ambassador Boot Camps
  • Lead educational conversations designed to attract ideal clients with StrongHer Money® Prospecting Events
  • Attend the StrongHer Money® Annual Retreat

Virtual Learning Hub

  • Lean into the StrongHer Money® digital knowledge base
  • Participate in virtual webinars
  • Join Virtual Connection Groups, peer-driven communities that foster collaboration and shared learning
  • View the community calendar

Ongoing Support

  • Receive mentorship at every stage
  • Collaborate with like-minded Advisors
  • Engage with on-demand content

Stay in the Loop

Subscribe for the latest insights, tools, events, and resources—delivered directly to your inbox.

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Become the Trusted Advisor Women Seek

Book a 100% confidential call to discover how StrongHer Money® can help you turn meaningful connections into intentional growth.
Zero Commitment, No Strings Attached

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