ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

RFG Advisory Launches StrongHer Money® to Ready Advisors for $30 Trillion Wealth Opportunity

Fully integrated growth platform delivers training, resources and coaching to help Advisors attract, win and serve women more effectively

RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced the official launch of StrongHer Money®.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250908098768/en/

StrongHer Money® is a first-of-its-kind, fully integrated growth accelerator program that was created to equip Advisors with the training, resources and supportive community to attract, win, and serve female clients at all life stages. With a few options to engage with the program, Advisors gain access to a powerful ecosystem of self-paced learning, plug-and-play co-branded resources, tailored business coaching and community engagement.

Jillian Berry, Senior Director of StrongHer Money® at RFG Advisory, was a key architect in the program development, which is designed to help Advisors connect with one of the fastest growing and most financially influential demographics in wealth management, women. It’s expected that by 2030, women will control 67 percent of stock market wealth and inherit $30 trillion in investible assets.

“StrongHer Money® is more than a business growth strategy for Advisors that want to focus on the women’s market,” said Berry. “As the industry is evolving, Advisors have been asking for practical, actionable ways to effectively serve women at all life stages, and we built the StrongHer Money® Ambassador program to answer that call.”

The program goes beyond a single workshop. It is a comprehensive, enterprise-level growth engine, combining in-depth, track-based training rooted in behavioral science and user experience design; plug-and-play marketing and sales enablement tools; co-branded event kits; financial literacy guides; curated client education content, coupled with personalized 1:1 business coaching.

A distinguished group of industry leaders serves on the StrongHer Money® Advisory Council to provide strategic guidance, foster growth and drive innovation in support of the organization’s mission.

Members include:

  • Kate Healy, CEO and founder, Advokate IQ, LLC
  • Suzanne Siracuse, CEO and founder, Suzanne Siracuse Consulting Services, LLC
  • Heather Ettinger, CEO, Luma Thrive
  • Christine Weddell, wealth adviser, Volare
  • Dany Martin, partner and wealth adviser, WFA
  • Liz Fritz, co-founder and chief brand evangelist, F2 Strategy
  • Kathleen Burns Kingsbury, founder and money mindset coach, KBK

“70 percent of women change Advisors after inheriting wealth, marking a massive opportunity for many Advisors,” said Abby Salameh, chief growth officer at RFG Advisory. “Advisors who aren’t paying close attention also face a massive threat. That’s why we are arming them with the empathy, tools and confidence they need to build lasting, trust-based relationships with women.”

Advisors utilizing StrongHer Money receive tailored one-on-one business coaching to align growth goals with market opportunity, along with access to a nationwide peer network, webinars, boot camps and retreats. Together, these elements create a repeatable, scalable system that Advisors can implement immediately, without adding operational burden.

“It’s exciting to see the vision that Christine Wedell, Shannon Spotswood and I have been talking about becoming reality,” said StrongHer Money Advisory Board Member Dany Martin, MBA, partner and wealth advisor at WFA. “We’ve been implementing what we have learned from our peers and it’s been a force multiplier. Growth objectives are not achieved via hope—women are looking to form trusted Advisor relationships today, and those who act swiftly will be best equipped for success.”

For more information about StrongHer Money, and to download your free guide, visit rfgadvisory.com/strongher-money.

About RFG Advisory

RFG Advisory is an award-winning platform dedicated to helping Independent Advisors build their business without compromise. An innovator in the wealth management industry, RFG enables Advisors to thrive while organically growing their business. RFG empowers Advisors with a wide range of services, including transition and talent support, marketing and growth capital strategies, back-office solutions, investment services, technology, IT support, and more. Advisors at RFG are supported through a community dedicated to helping them increase their enterprise value and build something bigger than themselves. Focused on amplifying independence, Advisors who affiliate with RFG Advisory control all the equity in their business. Through RFG’s Capital option, the firm buys an override in Advisors’ businesses to facilitate succession planning and provides loans to enable the move to full independence. To learn more, visit: rfgadvisory.com. For more information on RFG Advisory’s awards, please visit rfgadvisory.com/awards.

“As the industry is evolving, Advisors have been asking for practical, actionable ways to effectively serve women at all life stages, and we built the StrongHer Money® Ambassador program to answer that call.”

Contacts

Recent Quotes

View More
Symbol Price Change (%)
AMZN  249.10
+0.70 (0.28%)
AAPL  275.25
+5.82 (2.16%)
AMD  237.52
-6.46 (-2.65%)
BAC  53.63
+0.21 (0.39%)
GOOG  291.74
+1.15 (0.40%)
META  627.08
-4.68 (-0.74%)
MSFT  508.68
+2.68 (0.53%)
NVDA  193.16
-5.89 (-2.96%)
ORCL  236.15
-4.68 (-1.94%)
TSLA  439.62
-5.61 (-1.26%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.