Advisor coaching Services
Turn Women Investors Into Your Fastest-Growing Client Segment
I coach financial advisors on the language, scripts, and strategy to earn trust with female clients and prospects — and turn that trust into referrals and AUM growth.
My Top Tips For Advisors
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Book My Free 20 min Strategy Call
as seen in
You don't have to do it alone.
- 45% of married women now earn the same or more than their spouse (Pew Research)
- Women are projected to control $30 trillion in assets by 2030
- Yet nearly 1 in 2 women say their financial advisor talks down to them
- Women want a Partner in their Advisor not a Dictator
That gap is your opportunity. I'll show you exactly how to close it — with language, scripts, and a strategy built for your practice.
Book my Free 20 min strategy session
The Risk & Opportunity Is Massive. Most Advisors Are Missing It.
Check out My Article
in AdvisorHub Magazine
The Risk & Opportunity Is Massive. Most Advisors Are Missing It.
Check out my Article in AdvisorHub Magazine
- 45% of married women now earn the same or more than their spouse (Pew Research)
- Women are projected to control $30 trillion in assets by 2030
- Yet nearly 1 in 2 women say their financial advisor talks down to them
- Women want a Partner in their Advisor not a Dictator
That gap is your opportunity. I'll show you exactly how to close it — with language, scripts, and a strategy built for your practice.
Strategy Call
This training class was built to give you the communication skills you need to grow your practice through women investors.
Handouts with scripts to overcome negative beliefs, asking questions, and how to create the right success stories to build trust and connect with women clients and prospects.
Book My Free 20 min
Strategy call
- What women want from their advisor and how to deliver it
- Communication skills you need to connect and build trust with women investors
- Scripts to use, questions to ask, and how to make strong connections
- What makes the best success stories to get your prospects to say "That's what I want"
- How to put your action plan into place
You will learn
Advisor training
REVIEWS
"I've had the pleasure of working with Debra at several financial advisor workshops, and I highly recommend her to any financial advisor looking to better serve women investors and grow their practice.
Her coaching provides practical, actionable strategies that advisors can immediately implement to strengthen client relationships and attract new business."
Chris Caswell, Regional Director, Swan Global Investments
Women's Events
You'll leave with:
- A clear read on where your biggest opportunity or risk with women clients and prospects is right now
- A recommendation on the right next step for your practice (coaching, content, or a women's event)
If you want to host a women's educational or client-appreciation event, I'll partner with you and your team from strategy through the finish line — content, invite list, and follow-up plan included.
Marketing Content
creation
Need emails, newsletters, or presentations that actually build trust with women clients and prospects? I'll help you create content that sounds like you — and works.
ways to Work Together
Every engagement starts with a free 20-minute strategy call. Here's what we might build together.
If you are an Advisor who knows what you want. Let's talk about the specifics:
If you are an Advisor who knows what you want. Let's talk about the specifics:
REVIEWS
"Debra was extremely motivational and taught me how to hold myself accountable. She improved my skills in many areas, especially communicating with clients and how to approach different audiences."
Zach Cole, Financial Professional, MM of SC
