Design, Development and Training for Advisors Attract and Engage Women of Wealth and Purpose
91% of women feel that financial services firms don’t understand their needs. (CFA Institute, 2023)
Luma Thrive partners with RIAs, wealth advisory firms, and family offices to equip advisors with the skills, frameworks, and strategies to build meaningful, lasting relationships with women of wealth and purpose.
Women are expected to control the majority of U.S. wealth in the coming years, yet the industry remains largely unprepared to serve them holistically. We help firms bridge that gap—training advisors to engage women in ways that foster trust, long-term loyalty, and multigenerational wealth success.
What You’ll Experience:
- Proprietary Training Programs – equipping financial professionals with actionable insights on engaging and retaining UHNW women.
- Women-Focused Philanthropy & Impact Strategy– helping firms integrate values-based giving and impact investing into their advisory approach.
- Exclusive workshops and private consulting tailored to the specific needs of your firm.
- Succession Planning Roadmap – a structured guide for senior leaders to ensure a smooth, strategic transition of leadership and client relationships.
- Next-Gen Advisor Coaching – training emerging leaders on how to successfully engage UHNW clients, navigate complex family dynamics, and handle objections.
Formats
Corporate engagements | Team workshops | 1:1 coaching for advisors
Investment
$15K+ per firm engagement
$500+/session for on-demand coaching