Become One of 3 Recommended Wealth Partners to Georgia's Top Women Executives
Women now control a record share of the nation's wealth, and the senior women in our chapter are earning, inheriting, selling businesses and planning exits right now. Each month they come to HerWealth to learn. When they are ready to act, the chapter sends them to just three firms. Make sure one of them is yours.
5,543
Georgia Women Leaders Opted Into Newsletter or Members
2X
Dedicated Email Campaigns Introducing Your Firm
3
Exclusive Recommended Wealth Partners Appointed Per City
The Most Valuable Introduction in Wealth Management
You already know the math. A single senior woman executive can mean decades of assets under management, a household balance sheet that keeps growing, a business sale or equity event, and an estate that eventually passes to the next generation. One right client can be worth more than years of seminars and cold outreach.
The hardest part of building that book is not the planning. It is earning trust before the first meeting. High-earning women are famously underserved, and famously selective. Most will not respond to an advisor they found on their own. They hire the one someone they trust recommended.
As one of only three Recommended Wealth Partners in your chapter, that someone is us. You step into an established chapter, a curated list of women who earn and control serious wealth, and the full promotional weight of our association behind your firm's name.
The Largest Transfer of Wealth in History Is Female. They Are Choosing Advisors Now.
Women are on track to hold a far larger share of the country's investable assets within a few years, through their own earnings, business ownership, inheritance and longer lifespans. Many of the women in our chapter are senior executives, partners and founders with complex compensation, equity, deferred pay and business interests -- exactly the clients every serious practice wants.
And they are asking for help. Wealth was the most-requested topic among our members, which is why we launched HerWealth, our monthly wealth masterclass series. Every month these women show up to learn how to earn boldly, keep more and build lasting wealth. When they are ready to put a plan in place, the chapter points them to its three Recommended Wealth Partners.
Our chapter in your city already has paid members, and our curated list reaches nearly every key woman leader with the means to invest. Your firm is introduced to the right audience at the exact moment they are motivated to act.
Everything You Need to Win Top Women Clients
Six powerful advantages that give your firm an immediate, unfair edge with the most sought-after clients in your market.
Existing Chapter with Paid Members
Step into a city chapter that already has active, dues-paying women leaders -- a built-in community of prospects and referral sources from day one.
Curated List of High-Earning Women Leaders
Access a workable, near-comprehensive list of senior women in your city, many with high incomes, equity, business interests and the assets to match.
Two Dedicated Email Campaigns
We send two full campaigns to our list on your behalf, introducing your firm as one of the chapter's three Recommended Wealth Partners.
Your Own Partner Page on the Chapter Site
Your firm gets its own page on the chapter website stating that you are one of the chapter's recommended wealth firms -- the first name women see when they look for an advisor.
Named a Recommended Wealth Partner
You carry the title of Recommended Wealth Partner for the chapter and can host or emcee women's leadership luncheons we help organize -- cementing your local authority.
20 Member Passes for Your Best Clients
Gift 20 full association memberships to your most valued women clients -- monthly conferences, HerWealth, daily leadership articles and the chapter network -- a gift no other advisor can give.
Be Introduced, Be Trusted, Be Chosen
Your partnership is designed to make your firm the most visible, credible and connected wealth advisor to women leaders in your city.
Win High-Value Relationships
Meet senior women with high incomes, equity compensation and growing balance sheets -- the long-term, high-trust relationships that build a practice for decades.
Own Your Market's Most Valuable Niche
Become the recognized wealth firm for women leaders in your city, with only two other firms sharing the title -- and every other advisor locked out.
Grow Assets Faster
Skip years of seminars, sponsorships and cold outreach. Our campaigns, chapter platform and curated list put your firm in front of the right women immediately.
Give Your Best Clients What No Other Advisor Can: A Seat Among Georgia's Top Women Leaders
Your partnership includes 20 full member passes to hand to your most valued women clients. Every other firm in town can offer a portfolio review. Only you can offer a year inside the city's most powerful network of women executives.
Overnight you stop being "my financial advisor" and become the person who opened doors for her career. Your clients get monthly leadership conferences, the HerWealth series, daily success articles and direct access to many of the most accomplished businesswomen in Georgia. You are adding value to her career and her network, not just her balance sheet.
And you get something every advisor wants: a natural, welcome reason to reach out every single month. No more "just checking in." Instead: "The CEO of one of Georgia's largest companies is speaking this week on how she manages her time -- want me to save you a seat?" Every note reminds her why she chose you, and every session she attends happens under your name.
Your Name in Front of Georgia's Movers and Shakers
Beyond the two dedicated email campaigns, your firm is launched with a full package designed to make every influential woman in the city hear your name.
The Movers and Shakers List
Receive our list of opted-in women leaders in your city -- executives, partners and founders who chose to hear from the chapter. The kind of list no data vendor can sell you.
A Press Release Announcing Your Firm
We announce your appointment as a Recommended Wealth Partner in a professionally written press release -- third-party credibility you can share with clients, prospects and your own network for years.
Featured in Our Chapter Newsletter
Your firm is included in the chapter newsletter that reaches tens of thousands of opted-in women leaders, reinforcing your name month after month in the inboxes that matter most.
From Partner to Trusted Advisor of Georgia's Women Leaders
Three clear steps from the moment you join to the moment new clients start calling.
You Are Appointed a Recommended Wealth Partner
After we check your credentials and references, your firm is appointed one of only three Recommended Wealth Partners for the chapter. You receive the curated list of women leaders in your city and your own partner page on the chapter website, and your seat is closed to every other advisor in the market.
We Introduce Your Firm to Our Members and List
We send two dedicated email campaigns to our list, introducing your firm as one of the chapter's recommended wealth partners. At the same time your partner page goes live, positioning you as the trusted resource for women leaders ready to put a real financial plan in place.
You Advise, Grow Assets and Earn Referrals
With a warm audience, a respected title and a steady stream of introductions, you focus on what you do best: helping accomplished women build, protect and pass on lasting wealth. Your 20 member passes put your best clients in the room with the city's top women leaders all year -- a gift that keeps your name in front of them, and of the colleagues they refer.
Example Partner Page Featuring You
• Click for Example Press Release (opens in new tab)
• Click for Example Partner Page (opens in new tab)
Everything You Need to Know
| Chapter | Fee | Members | Newsletter-Optins |
| Akron | $3K | 29 | 1496 |
| AL | $3K | 175 | 7915 |
| Albany | $5K | 92 | 4852 |
| Albuquerque | $5K | 207 | 5313 |
| AR | $5K | 126 | 3983 |
| Atlanta | $5K | 919 | 31838 |
| Augusta | $3K | 16 | 1117 |
| Austin | $5K | 428 | 13618 |
| AZ | $3K | 32 | 2028 |
| Bakersfield | $3K | 34 | 1225 |
| Baltimore | $5K | 388 | 14909 |
| Baton Rouge | $5K | 164 | 4480 |
| Birmingham | $5K | 227 | 7824 |
| Boise | $5K | 196 | 3984 |
| Boston | $5K | 1484 | 46984 |
| Buffalo | $5K | 176 | 6488 |
| CA | $5K | 393 | 13409 |
| Charleston | $5K | 156 | 5516 |
| Charlotte | $5K | 840 | 24797 |
| Chattanooga | $5K | 102 | 3800 |
| Chicago | $5K | 2338 | 67203 |
| Cincinnati | $5K | 740 | 24757 |
| Cleveland | $5K | 747 | 20484 |
| CO | $3K | 90 | 3049 |
| Columbia | $5K | 66 | 3380 |
| Columbus | $5K | 268 | 11471 |
| Dallas | $5K | 1297 | 35492 |
| DE | $3K | 60 | 1887 |
| Denver | $5K | 1260 | 37743 |
| Des Moines | $3K | 59 | 2763 |
| Detroit | $5K | 747 | 26369 |
| El Paso | $5K | 96 | 2342 |
| FL | $5K | 166 | 11391 |
| GA | $3K | 88 | 5543 |
| Grand Rapids | $5K | 516 | 16719 |
| Greensboro | $5K | 285 | 9913 |
| Greenville | $5K | 113 | 4239 |
| Harrisburg | $3K | 52 | 3616 |
| Hartford | $5K | 380 | 14966 |
| HI | $5K | 73 | 2597 |
| Honolulu | $3K | 65 | 2213 |
| Houston | $5K | 1091 | 36109 |
| IA | $5K | 191 | 8052 |
| ID | $3K | 56 | 1851 |
| IL | $3K | 57 | 1233 |
| IN | $3K | 52 | 3396 |
| Indianapolis | $5K | 591 | 21681 |
| Jackson | $3K | 32 | 2024 |
| Jacksonville | $5K | 218 | 7826 |
| Kansas City | $5K | 301 | 13699 |
| Knoxville | $5K | 189 | 4700 |
| KS | $0K | 22 | 502 |
| KY | $3K | 80 | 3541 |
| LA | $5K | 961 | 54248 |
| Las Vegas | $5K | 266 | 9733 |
| Little Rock | $5K | 116 | 3175 |
| Louisiana | $5K | 98 | 3605 |
| Louisville | $5K | 332 | 15560 |
| MA | $5K | 66 | 2918 |
| Madison | $5K | 103 | 4171 |
| MD | $0K | 31 | 1436 |
| Memphis | $5K | 276 | 7677 |
| MI | $0K | 14 | 1944 |
| Miami | $5K | 421 | 22060 |
| Milwaukee | $5K | 829 | 25598 |
| Minneapolis | $5K | 876 | 32502 |
| MN | $0K | 32 | 1805 |
| MO | $0K | 19 | 864 |
| MS | $5K | 52 | 2371 |
| Nashville | $5K | 755 | 19595 |
| NC | $5K | 127 | 7602 |
| NE | $0K | 36 | 831 |
| New Orleans | $5K | 180 | 6025 |
| New York | $5K | 1588 | 72092 |
| NJ | $5K | 98 | 8391 |
| NM | $0K | 22 | 876 |
| Norfolk | $5K | 288 | 7626 |
| NV | $5K | 156 | 3718 |
| NY | $0K | 19 | 16576 |
| OH | $3K | 67 | 6395 |
| OK | $3K | 40 | 2108 |
| Oklahoma City | $5K | 277 | 8714 |
| Omaha | $5K | 653 | 16454 |
| OR | $5K | 159 | 6805 |
| Orlando | $5K | 364 | 16995 |
| PA | $5K | 250 | 10310 |
| Philadelphia | $5K | 1727 | 50052 |
| Phoenix | $5K | 525 | 21580 |
| Pittsburgh | $5K | 528 | 29702 |
| Portland | $5K | 509 | 18612 |
| Providence | $5K | 109 | 5314 |
| Raleigh | $5K | 370 | 13802 |
| Richmond | $5K | 285 | 9034 |
| Rochester | $5K | 195 | 7532 |
| Sacramento | $5K | 236 | 9071 |
| Salt Lake City | $5K | 598 | 15729 |
| San Antonio | $5K | 647 | 14745 |
| San Diego | $5K | 933 | 29155 |
| San Francisco | $5K | 593 | 23240 |
| SC | $5K | 132 | 4679 |
| Seattle | $5K | 914 | 22905 |
| Silicon Valley | $5K | 128 | 9341 |
| Spokane | $5K | 145 | 3370 |
| Springfield | $3K | 88 | 3060 |
| St. Louis | $5K | 613 | 24088 |
| Stockton | $0K | 50 | 2049 |
| Syracuse | $5K | 61 | 2739 |
| Tampa | $5K | 421 | 14436 |
| TN | $3K | 80 | 4855 |
| Tucson | $5K | 94 | 3031 |
| Tulsa | $5K | 250 | 6290 |
| TX | $5K | 83 | 10316 |
| UT | $0K | 16 | 844 |
| VA | $5K | 230 | 7577 |
| WA | $5K | 252 | 5808 |
| Washington | $5K | 1300 | 40966 |
| WI | $5K | 116 | 4523 |
| Wichita | $3K | 29 | 2982 |
References: How Our Members Rank Us
• Verified Google Business Review Score: 4.9 View Directly
• How Does a "4.9" Google Verified Business Review Rating compare to other associations?
• American Bar Association: 3.7
• National Association of Realtors: 3.9
• American Institute of CPAs: 4.1
• American Medical Association: 2.9
• Society of HR Managers (SHRM): 3.7
Claim One of the 3 Wealth Partner Seats in Your City
or
Pay Later by PayPal (usually several choices)
or
Pay Later by Klarna: around $500/mo
* All 3 options fully refundable during the setup process as we need to check your credentials and references and you then need
to approve the drafts of your page on our site, member announcement, and press release.