Kickstart your journey into a trillion-dollar market with our Reach, Engage, and Earn Live Workshop

Introducing

Reach, Engage, and Earn the Female Dollar™

Learn how to attract, serve, and retain women — the most powerful and underserved market in financial services.

Earn 8 CE credits approved for CFP®, ChFC®, CLU®, ChSNC®, TPCP®, CLF®, CAP®, FSCP®, WMCP® — included with enrollment.

Designed for:
 Financial Advisors, Wealth Managers, Insurance Professionals, Financial Planners, Coaches, and Financial Institutions.

Program Format:
 • Two live Zoom sessions with Dr. Barb
 • Four self-paced, on-demand courses
 • Proprietary women-centered practice assessment

8 CE Credits Included • CFP®, ChFC®, CLU®, ChSNC®, TPCP®, CLF®, CAP®, FSCP®, WMCP® • Hybrid: Live + On-Demand • Practical Tools, Scripts, and Assessment • Built for Real Client Scenarios •

8 CE Credits Included • CFP®,ChFC®, CLU®, ChSNC®, TPCP®, CLF®, CAP®, FSCP®, WMCP® • Hybrid: Live + On-Demand • Practical Tools, Scripts, and Assessment • Built for Real Client Scenarios •

Workshop Breakdown

LIVE SESSION #1

Kickoff with Dr. Barb

You’ll learn:

  • Why the women’s market represents a measurable growth opportunity
  • The financial realities shaping women’s decisions today
  • Where advisors unintentionally lose trust with women clients
  • Practical shifts you can implement immediately in your practice
ON-DEMAND COURSE 1

When She Says, “I’m Getting Divorced”

You’ll explore:

  • Common financial risks women face during divorce
  • Key moments that influence advisor retention
  • Trust-building behaviors during high-stress transitions
  • Clear, supportive communication strategies
ON-DEMAND COURSE 2

Supporting Widows with Compassion & Competence

You’ll learn:

  • How grief impacts financial decision-making

  • What creates emotional safety and confidence

  • How to structure a consistent, thoughtful support approach

  • Communication that meets widows where they are

ON-DEMAND COURSE 3

The Caregiving Tsunami

You’ll gain insights to:

  • The growing caregiving burden women carry

  • Financial and emotional strain clients rarely articulate

  • Empathy-based communication strategies

  • Appropriate ways advisors can provide support

ON-DEMAND COURSE 4

Reach, Engage & Earn™ Practice Assessment

This proprietary assessment helps you:

  • Evaluate your practice through a women-centered lens
  • Identify gaps and growth opportunities
  • Prioritize meaningful improvements
  • Strengthen alignment with women clients 
LIVE SESSION #2

Mastermind Debrief

You will:

  • Review your assessment results
  • Clarify your women-centered engagement approach
  • Receive targeted guidance from Dr. Barb
  • Define next steps for implementation

 

Review Pricing and Enrollment Dates

 
REGISTER!

Corporate and institutional pricing available.

What Our Professionals Said About the Reach, Engage, and Earn the Female Dollar Workshop

“The workshop is very thoughtfully organized and forces you to look at your business from the female perspective. The resources provided are helpful, intentional, and we will be using and sharing them with clients. (In particular, the books).”

Ashley
Financial Advisor

“I liked that I was able to ask questions about how to be more effective in helping female investors and entrepreneurs, and ask questions about my male mentality and trying to make sure I do not step into “it” in my conversations.”

Kelley
Financial Planner

“The PurseStrings course is an informative way to learn about the female client.  It allowed me to look at my business from a different angle and see how I could improve myself, my staff, and my business to be more impactful to women.”

Diane
Financial Planner

Why Learn From

Dr. Barb?

Dr. Barb brings deep expertise at the intersection of women, money, and financial decision-making.

She has spent decades researching and working alongside financial professionals to help them better understand:

  • How women experience financial transitions
  • Why women disengage from traditional advisory models
  • What builds long-term trust and retention

Her work bridges academic research, real-world client experience, and professional education, making this program both credible and immediately applicable.
This program reflects what financial professionals need to know — but were never taught.

Our Professional Assurance

This program is designed as a professional education experience with clearly defined outcomes, CE accreditation, and practical application.

If you actively participate and find the program does not meet your expectations, contact our team within the stated timeframe and we will work with you to make it right.

Woman sitting at a desk with her laptop

Did Someone Say Bonuses?

Included Implementation Tools to support immediate application..

Bonus One

9

Women-Centered Client Conversation Starters

Bonus Two

9

Email and Messaging Templates

Register Here For the Workshop!

October Session

Live sessions are the 2nd and 30th from 9-11am central
$749
  • Your enrollment includes:

  • Two live Zoom sessions with Dr. Barb

  • Four on-demand courses

  • Proprietary practice assessment

  • Scripts, tools, and frameworks

  • Certificate of Completion

  • 8 CE credits (CFP®, ChFC®, CLU®, ChSNC®, TPCP®, CLF®, CAP®, FSCP®, WMCP®)

Register Here

November Session

Live sessions are the Nov 6th and Dec 4th from 9-11am central
$749
  • Your enrollment includes:

  • Two live Zoom sessions with Dr. Barb

  • Four on-demand courses

  • Proprietary practice assessment

  • Scripts, tools, and frameworks

  • Certificate of Completion

  • 8 CE credits (CFP®, ChFC®, CLU®, ChSNC®, TPCP®, CLF®, CAP®, FSCP®, WMCP®)

Register Here

Have a Question Before Joining?

How is the hybrid program structured?

You’ll begin with a live 2-hour kickoff session with Dr. Barb, then move into four self-paced online courses you can complete anytime within the cohort window. Once you’ve completed the courses and the assessment tool, you’ll come back together for a final live 2-hour mastermind session to review your strategies, refine your sales process, and receive personalized feedback.

What if I can’t attend the live sessions?

We strongly encourage attending live so you can participate in the discussion and receive direct guidance. Sessions will not be recorded. (NOTE: You will not be awarded CEs if not in attendance.)

How long do I have access to the self-directed courses?

You will have access only during your cohort timeframe, with the opportunity to complete all coursework before the final mastermind session; typically two weeks inbetween live sessions to complete the four 1-hr online courses.

 

Will I earn CE credit for this program?

Yes. This enhanced hybrid workshop continues to qualify for CE credits for CFPs, CDFAs, ChFC®, CLU®, ChSNC®, TPCP®, CLF®, CAP®, FSCP®, WMCP®. Your required information for reporting was requested at registration.

 

I’m new to working with women. Is this program right for me?

Absolutely. Many participants join because they know women are an essential part of their business, but feel unsure about where to start. You’ll receive frameworks, scripts, communication strategies, and real-life scenarios that make it easy to serve women confidently — even if you’re new to the women’s market.

 

I already work with women. Will I learn anything new?

Yes — 100%. Most advisors who serve women do so without understanding the full research, lived experiences, and nuanced communication styles that build trust. This program goes far deeper than typical “women’s market” training and helps you refine your approach so it is aligned, authentic, and effective.

 

Will this help me increase retention and referrals?

Yes. Women are the largest source of advisor movement during divorce, widowhood, and caregiving transitions. When you know how to support them during these seasons, you prevent client loss, increase loyalty, and earn more referrals from grateful clients and their families.

 

How is this different from other women-in-finance courses?

Most programs offer high-level theory. This program is practical, scenario-based, research-backed, and tool-driven. You’ll walk away with processes, scripts, checklists, and a proprietary assessment that helps you improve your practice immediately.

 

What if I’m not part of a financial institution — can I still register as an individual?

Absolutely. Advisors, coaches, planners, and insurance professionals regularly enroll independently. Institutional teams often come through in groups — and both paths work beautifully in the cohort model.