Resources for women financial professionals
We're here to support female financial professionals
Fuel your business, grow your skills and gain confidence with the support of a like-minded community. Join our Mastermind Call series to learn from and share insights with other female financial professionals. Top-selling professionals receive access to exclusive, female-focused events that foster meaningful connections and professional growth.
Join our Mastermind Calls
Connect with other women in the industry and discuss ways to solve common business challenges.
Cross-Selling Best Practices
August 21, 2026, 11:30 am Central Standard Time
Learn how to cross‑sell by uncovering real needs and delivering more value—without feeling pushy or “salesy.”
- Shift from “selling more” to “serving more” through thoughtful discovery.
- Use simple, client‑centric techniques grounded in listening and timing.
The Power of Visibility: Elevating Your Brand and Voice
November 13, 2026, 11:30 am Central Standard Time
Visibility starts with confidence. When you believe in your value, you can show up with clarity and intention.
- Build the internal confidence that helps you show up consistently and authentically.
- Elevate your brand through presence, credibility, and simple storytelling—not perfection or constant posting.
“Phenomenal meeting, I got a lot of inspiration and ideas. I will see which ones I can put into action in the next 90 days!”
Natalie Taylor
Get summaries of previous conversations
Starting & Managing a Business
May 22, 2026
Explore the mindset and habits needed to navigate uncertainty, stay consistent, and build a business that thrives over time.
Reimagining Success: Defining Your Own Metrics for Growth
February 20, 2026
Moving beyond traditional benchmarks to create a fulfilling career--from shifting focus to creating your personal definition of success.
Enhancing the Client Experience
November 14, 2025
Learn actionable tips that can help you provide stellar client service.
Retirement Planning Technology and Tools
August 15, 2025
Hear from your peers about the tools and services that are helping them succeed.
Balancing Growth and Client Services
May 23, 2025
When your time is limited, how do you strike a balance between activities that serve your existing customers and activities that expand your client roster?
Networking and Strategic Partnerships
February 21, 2025
Get practical tips and insights to help you grow your practice through community connections.
Benefit from our partner resources
Our partner BlackRock has curated resources to help you proactively build stronger relationships with women investors.
Explore our client engagement collections
Discover retirement planning materials
Browse a versatile mix of resources designed to support your client conversations — from basic income planning to more unique considerations.
Solve for retirement income gaps
Use these conversation-starting assets and examples to illustrate income gaps and the importance of filling them when planning for retirement.
View Insights & Information
Find articles focused on helping your clients learn about financial solutions that may help them plan their best future.
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Brittany Sullivan
Caity Eger
