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.

Kim Ann Curtin

Helps financial professionals accelerate their personal and professional success through consciousness, to help them become as successful on the inside as they are on the outside

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Amy Florian

Helping financial professionals support clients experiencing death, widowhood, divorce, a serious diagnosis, aging, empty nest, retirement, and all the other major transitions of life.

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Wendy Boglioli

Featured speaker, long term care expert, healthy aging advocate and Olympic gold medalist Wendy Boglioli brings professional versatility and captivating insight to audiences and clients across the country. A former top-grossing long term care broker and national LTC spokesperson, Wendy’s enthusiasm, knowledge and conversational ease leave financial service clients and others thirsty for more. Her […]

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Penny Phillips

Penny’s mission is to support advisory firms and professionals as they embrace change and discover new ways to thrive

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JAM Consulting Inc.

With a seasoned team, extensive expertise, and a suite of powerful programs, Jam can help you and your organization be more impactful and competitive in today’s dynamic marketplaces.

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