Transform Your Financial Advisory Practice With Greater CLARITY, CONNECTION & INTENT
Introducing the Signature Business Owner Series for Female Financial Advisors:
An immersive, hands-on 8-week experience for high-performing female advisors ready to bring sharper clarity to how they connect with clients, approach decisions, and run their business, without overhauling what’s already working.
You’ve developed a solid client base, built a successful practice and sometimes find time to work ON the business, rather than always IN the business.
When you do make time to work on your business (because let’s be honest, you have to purposefully make the time), you find yourself evaluating tech stacks, questioning what’s next for marketing, thinking about your next client event, or determining what may make sense to outsource.
Even with all of those decisions, something STILL FEELS MISSING.
You sense your next level involves more than doing MORE—it requires LEADING with greater clarity, connection and intention.
This immersive workshop is built to help you make that shift – without overhauling what’s already working.
YOU'VE WORKED SO HARD TO GET WHERE YOU ARE ...
You’ve built your practice with integrity and dedication. You care deeply about your clients -and you deliver results. But at this stage, it’s not just about doing more -it’s about leading differently.
With more intention. More awareness. And more clarity in how you guide both your client relationships and your business.
You may find yourself asking:
Why do some client conversations flow naturally while others miss the mark - and how can I recognize the difference and adapt conversations in real time so that they resonate?
I know money is emotional. How can I apply behavioral finance in a way that helps clients feel more confident acting on advice - when emotions are trying to impede their decisions?
How can I lead my business with the same clarity and conviction I bring to working with my clients?
What would it look like to build a business that works for me, not just because of me?
IMAGINE A PRACTICE WHERE ...
You facilitate complex client conversations with ease and confidence.
Clients are equipped to follow through because your advice truly resonates.
Your behavioral finance awareness enhances every strategy you deliver.
Your outreach and marketing feel aligned and effective.
Your business plan reflects your vision – and gets implemented.
Your business works for you – not the other way around.
All without overhauling what’s already working. No scripts. No theory.
Practical takeaways designed to enhance every part of your practice.
I just took a deep, relaxing breath with you!
THAT'S WHY I CREATED:
The Signature Business Owner Series for Female Financial Advisors,
featuring the HolistiPractice Framework™
Most high-performing advisors don’t struggle with ideas—they struggle to find the space to lead with real intention. And when that space does appear, it’s quickly filled with tech stack analysis, marketing tweaks, or operational decisions. Important? Yes. But those alone won’t create meaningful growth, more freedom, or a business that’s built to work beyond you.
That kind of shift requires a more strategic approach—one that changes how you lead, how you communicate, and how you make decisions that shape the direction of your business.
The Signature Business Owner Series for Female Financial Advisors is an immersive premium 8-week workshop designed for successful female advisors who want to lead their business with greater clarity and control—without overhauling what’s already working. Blending behavioral insights with practical, real-world strategies, this immersive workshop gives you the tools, structure, and perspective to lead your business differently—and more intentionally.
The Signature Business Owner Series for Female Financial Advisors includes:
8 weekly live Zoom sessions which allow you to build a community with other successful female advisors
2 guest experts in their field
4 private 1:1 coaching calls geared toward your specific business
1 personal behavioral communication profile
2.5 CFP® CE credits with live attendance
Featuring Expert Specialists:
Cindy Nagel
CFP®, ABFP®
HolistiPractice
Niki Clark
FPQP®
Niki Clark Marketing
Kelly Augspurger
CSA, CLTC®, LTCCP®
Steadfast Insurance
HERE'S WHAT YOUR 8-WEEK JOURNEY ENTAILS:
PHASE 1: Conversation Insights That Drive Connection
Identify your personal communication style and how it influences client interactions
Learn a two-step approach to recognize and adapt to your clients’ styles in real time
Understand why some conversations fall flat—and how to shift in the moment for greater impact
PHASE 2: Behavioral Finance in Practice
Learn how client biases and emotional drivers show up in decision-making
Prepping for appointments with a behavioral finance approach
Guide clients more effectively when logic isn’t what’s holding them back
PHASE 3: Leading Your Business with Intention
Shift from reacting to leading by design—starting with how you think about your role as a business owner
Hear from experts in two distinct fields:
How to navigate longevity conversations with clarity, confidence, and simplified language – including tools to help you do so
Learn what’s working in marketing right now from an expert who has her pulse on the industry
Strengthen outreach and COI relationships that align with your long-term vision
Implement systems and processes that support the way you want to work
Build a business plan that reflects your values—one that you will actually implement
Integrate everything into a practice that works for you, not just because of you.
In addition to dynamic group coaching sessions, you’ll receive four (4) private one-hour coaching sessions tailored entirely to you and your practice. These sessions are designed to meet you where you are—whether you want to dive deeper into a specific concept, explore a unique challenge, or apply the strategies in a way that fits your business.
By the end of our 8 weeks together, you’ll have the tools, confidence, and structure to lead your business with greater clarity, alignment, and impact.
An immersive, hands-on 8-week experience for high-performing female advisors ready to lead their business with greater intent
LIVE WEEKLY SESSIONS
LIVE WEEKLY SESSIONS
One-hour live Zoom sessions over 8 weeks with focused guidance, practical tools and a community of female financial advisors
BEHAVIORAL COMMUNICATION PROFILE
BEHAVIORAL COMMUNICATION PROFILE
Discover your “sales” communication style and how to quickly identify client communication preferences
1:1 PERSONALIZED COACHING
1:1 PERSONALIZED COACHING
Four one-hour sessions tailored to your unique practice
CFP® CE CREDITS
CFP® CE CREDITS
2.5 CFP® CE Credits as part of your live participation
WORKSHOP SERIES DETAILS:
Workshop Start Date: Tuesday, April 22nd
Workshop End Date: Tuesday, June 10th
Time: 1PM - 2PM EDT
Duration: 8 weeks (Apr 22 - Jun 10)
Cadence: Weekly zoom calls
Workshop Start Date:
Tuesday, April 22nd
Workshop End Date:
Tuesday, June 10th
Time:
1PM - 2PM EDT
Duration:
8 weeks (Apr 22 - Jun 10)
Cadence:
Weekly zoom calls
This Signature Business Owner Series for Female Financial Advisors
is right for you if:
You’re a female independent financial advisor who values excellence and is always looking to lead more intentionally.
You’re curious about behavioral finance and communication—but want to know how to meaningfully apply it with potential and existing clients.
You want to refine, NOT reinvent, how you lead your business.
You’re ready to lead with the mindset of a business owner—while building on the success you’ve already created as an advisor.
YOUR INVESTMENT
Two flexible options to fit your preference:
PAY IN FULL
Includes:
Full 8-week workshop
4 private tailored coaching sessions,
Behavioral profile
2.5 CFP® CE credits with live attendance
$9,500
2-PAY OPTION
Includes:
Full 8-week workshop
4 private tailored coaching sessions,
Behavioral profile
2.5 CFP® CE credits with live attendance
5,000/month X 2 months
Workshop registration closes on April 15th at MIDNIGHT EDT
Cindy Nagel
CFP®, ABFP®
Hi, I'm Cindy,
I’m excited to welcome you to The Signature Business Owner Series for Female Advisors. Having launched, grown and sold a successful independent practice from scratch... I know what it’s like to build a brand and work with clients through their life’s journey.
I found my true passion was helping financial advisors help their clients. I’ve coached hundreds of financial advisors over the last 3 decades—each with their own goals, challenges, and definition of success.
Along the way, I’ve worked with advisors and firms at every stage of growth—from start-up through M&A and succession planning – from solopreneurs to multi-advisor multi-office practices. Whether navigating strategic planning, team dynamics, or business growth initiatives, the focus has always been the same: helping advisors lead with clarity and build businesses that reflect their values, support their goals, and increase enterprise value over time.
This series is designed to build on what’s already working—and challenge the way you think about how you lead, communicate, and grow as a business owner.
JOIN THE SIGNATURE SERIES
Please enter your personal information in the form below. You will enter payment details in Step #2.
* Once you sign up you can fill in a form with your CFP® Board ID Number if applicable.
Live attendance will qualify for 2.5 CFP® credits.
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