Advisor Education

Understanding that advisors need tools that offer them easy-to-follow actionable and practical steps they can take to win with HNW women, Paulette and Judy offer hands on workshops, webinar learning opportunities as well as a series of highly acclaimed online courses and one-on-one coaching.

How Female Friendly is Your Practice?

Before you decide you don’t need to change anything about your practice – take two minutes to see if “if your practice is as Female Friendly as you think”
– You might be surprised.

"Working with Paulette and Judy has been critical in helping me transition from advising institutional investors to advising private clients successfully. They educated me about the differences between the investing and communication styles of men and women as well as the ever-growing reality of women as the prime decision makers as it relates to investing.

Firms and professionals that do not have a strategy to address this evolution put themselves at a disadvantage.

Paulette and Judy are experts in this area and I recommend them unequivocally."

Gregory W. Lawrence, CPA, CMA, CFA,
Vice President, Wealth Management,
Northland Wealth Management

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