Women are reshaping wealth. Make sure your planning reflects it.
Get the event strategies, and client engagement tools top advisors use to retain female clients, spark referrals—and turn life transitions into lasting relationships.
The EvolveHer Event Toolkit is your strategy guide for:
✅ Hosting meaningful client events that deepen relationships and build loyalty
✅ Engaging the women already in your book—and the next generation they bring with them
✅ Turning appreciation events into powerful referral engines
✅ Avoiding the common mistakes that lead to client loss during life transitions and wealth transfers
Women refer more. They remember more. And they stay longer—if you connect with them intentionally.
Start here.