For individual advisors or very small groups (no more than 2 to 4) Paulette and Judy offer personal coaching.  Ideal for advisors who are dedicated to creating a female friendly practice quickly and tailored to their very specific needs and circumstances.

Focus is on specific areas most relevant to each individual – may include topics such as:

  • Creating your professional brand
  • Gaining new insights opportunities
  • Increasing your ability to attract HNW female clients


Questions you asked us during the Covid-19 pandemic and our Answers

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