Engaging the Female Client


As you know, women are increasingly becoming more in control of a family’s wealth and advisors are looking to further serve this growing market. Our building a practice around women speakers know how to help you attract, recruit and retain high-net-worth female clients to not only grow your business today, but also to preserve your business for years to come.

Anthony DiLeonardi

Engaging the Female Client, Legacy Transfer & Generational Strategies

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Erin Botsford

A “Top 100 Women Financial Adviser” & Inspirational Speaker Who Delivers Results

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Anne Loehr

Dubbed “The Generational Guru” by the Washington Post, Anne Prepares leaders to Lead the Workforce of Tomorrow

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Marguerita M. Cheng, CFP®

The mission of Blue Ocean Global Wealth is to provide families, financial advisors, corporations, and institutions with prudent financial advice, risk management, and investment knowledge. They embrace global diversity and steward the protection, growth, and distribution of their clients’ wealth.

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Maribeth Kuzmeski

Maribeth specializes in strategies for Standing Out in order to achieve measurable new business growth for financial services firms, entrepreneurial-minded corporations, and salespeople.

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Kelly McDonald

Kelly McDonald is a marketing and advertising expert and considered one of the nation’s top experts in multicultural marketing and consumer trends.

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