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Resource for Financial Advisors

How to Serve Women With Newly Inherited Wealth

Women inheriting wealth face unique pressures, new responsibilities, emotional transitions, and overwhelming financial decisions. Advisors who understand these needs build deeper trust and longer-term relationships.

Download this quick guide to learn how to:

  • The key segments of women inheritors and how to serve each one
  • What women value most during financial transitions
  • Practical steps to strengthen communication, trust, and retention
  • Simple operational workflows that support women from day one

 

Download now the RFG Exclusive framework Advisors use to connect, communicate, and guide women inheriting wealth through emotionally complex transitions.

 

Download Now
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Advisor Case Study

How RFG Helped Chris Wedell Embrace Her Passions and Grow Her Business

Chris Wedell was a successful Independent Advisor with more than a decade of experience – but she had rarely thought about growth and often felt her business was “coasting.”

Explore how RFG Advisory gave Chris a “newfound energy” for her career – and helped rapidly grow her business by leaning into both personal and professional passions. 

Become the Trusted Advisor Professional Women Seek

Learn how the StrongHer Money® Ambassador Program equips Advisors with the tools training and community to serve women authentically and effectively.

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Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

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