Meet Women Where They Are - As They Are.
Let us do the work for you, so that you can get back to what you love most: your clients.
Women Need and Deserve A
Different Approach
Women are expected to control $22 Trillion in assets in 2020, are taking a more active role in managing their household finances, and are becoming a burgeoning investor segment…yet don’t necessarily have access to a financial advisor who “understands them”. This is where we come in.
Women are unique, and when it comes to managing their finances and investments, these differences truly matter. Today’s modern woman has her own set of unique circumstances that makes her atypical than the classic financial advisor client of years past. She’s more highly educated with higher earning potential than ever before, but also saddled with many responsibilities that may prevent her from achieving her true financial dreams. She’s intelligent, ready to invest, but not sure how to do so after being so historically underepresented in this space. We’re on a mission to change that.
We’re building the framework of valuable resources, connection, community, and knowledge-sharing that will help connect potential clients to industry professionals who “understand”. We’re creating the vehicles advisors need to overtly demonstrate that these women matter and the tools to help them create the dialogue that fosters this type of relationship.
Financial Institutions must shake the cold, sterile, and even disinterested stigma that many women associate with the industry. Partnering with SavviHer legitimizes your efforts to appeal to and understand potential female investors, provides additional value to your current female clients, and demonstrates your commitment to empowering women to own their financial health.
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"When we invest in women and girls, we are investing in the people who invest in everyone else."
-Melinda Gates
There's a Better Way...
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Women want to feel understood and less overwhelmed when talking about their finances. They are smart, college educated, independent, serving on boards of major companies, and taking a much more active role in their personal finances… but aren’t sure how to get started and approach their portfolios differently.
Financial Advisors need to reach out to the female community in an authentic way. They need to make themselves relatable, and make subtle adjustments to their approach to account for the unique attitudes and approaches women have about investing money. Otherwise, these women will continue to turn to alternative investing solutions that leave the advisor community far behind.
WHy partner with savviher?
- Legitimizes efforts to reach this evolving, dynamic, and growing demographic.
- Offers opportunities to provide additional value and enhance current client relationships.
- May provide greater access to "ideal" clients looking for an advisor who understands them.
- Positions advisors favorably for partnerships, workshops, possible speaking engagements, and other events through affiliation with SavviHer mission.
- Provides a valuable way to distinguish your approach and services from the rest of the industry.
Liking how this sounds? Keep reading!
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An Advisor Membership Includes:
Access to ready-made marketing materials designed especially for women, turn-key workshop materials you can use to authentically engage with this market, quarterly social media editorial calendars to help you plan your social media content, and many more resources you can use to enhance current client relationships, engage with prospects, and deliver the value that the female investor community is looking for from their advisor.
THIS membership IS FOR YOU IF YOU want:
- To legitimize efforts to engage with and reach the female investor community.
- Greater access to your "ideal client" within your target market.
- To grow your book of business.
- To differentiate your advisor practice from the pack.
- To improve the quality of your client relationships.
- To host workshops without spending hours trying to create the perfect presentation.
- To attract and retain female advisors to your firm.
- To empower women to own their financial health.
How it Works
We know you’re busy, so we’ll do the work for you!
Upon signing up for our service, you will receive access to our Advisor portal where you will find all of the resources, materials, and videos that comes along with your membership. You will also receive a shipment containing your custom greeting cards and other marketing materials to help you share your partnership and affiliation with SavviHer with your clients. Once you become acquainted with the portal, you will need to begin identifying which of your clients you’d like to receive our informative monthly e-newsletter.
Each month, we’ll send your clients the email newsletter they’ve be waiting for. The content will feature a new financial theme each month, include insightful articles, tips, and tricks, as well as thoughtful calls to action that will further develop your client-advisor relationship. To ensure full compliance with industry standards, we will send you the newsletter a week in advance for your compliance officer to review. You will have 5 business days to either confirm or suggest content changes. Once we have your approval, your clients will receive the monthly newsletter without you having to remember to send it!
Our Advisor portal will serve as the primary tool for you to use throughout the entire duration of your membership. We will continue to update our Advisor portal to ensure you always have what you need to support your clients. You’ll receive continuous support and updated resources quarterly that you can use both in your regular client engagements as well as through social media channels. Our team is committed to ensuring you feel supported and able to provide value for your clients.
This is for You If
You have been looking for a way to grow your business, reach this evolving target audience in an authentic way, differentiate your practice from the rest of the pack, and desire to empower your female clients to own their financial future.
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What you get…
– An advisor “Playbook”: a detailed review of the female investor relationship and actionable ways to improve and enhance your approach
– Online tutorial videos to quickly and efficiently get acquainted with the SavviHer platform, mission, and product offerings
– Custom-designed and SavviHer branded collection of greeting cards to recognize female clients when they need it most
– SavviHer marketing materials (including but not limited to print and electronic materials, etc.)
– Instructions for amplifying SavviHer affiliation on social media and online (via LinkedIn association, use of logo on social media platforms/company website, social media templates, linking SavviHer website to main dashboard of company site, etc.)
– Monthly client-facing electronic newsletter (themed for each month and designed to increase advisor/client interaction and discussion)
– Quarterly editorial calendar, with social media strategies, shareable articles, posts, and media content, etc.
– Quarterly “World of Women” email newsletter (intended to inform and educate advisors on relevant and timely issues, conflicts, events, trends, and financial concerns for women)
– Turnkey Event/Seminar Workshop materials designed to appeal to, inform, and empower current and prospective female clients (sample events include: Budgets & Bubbly, Donuts & Dividends, etc.) – *for Ambassadors only
Oh, and let’s not forget the bonuses…
Bonus #1: Access to custom-branded SavviHer resources (client-facing Goal-Setting workbook)
Bonus #2: Exclusive client discounts for SavviHer courses and other paid content/events
Are you currently serving your female clients the right way?
Are you ready to distinguish yourself from the pack?
Sign-up today to join us in empowering women everywhere to own their financial health and financial futures.
WE CAN’T WAIT FOR YOU TO JOIN US!
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I’m Brittan.
GET TO KNOW THE FACE BEHIND SAVVIHER
Brittan Leiser is a Financial Advisor in Cleveland, Ohio. Brittan created SavviHer after recognizing that in the male dominated financial industry, women often felt ignored or overwhelmed when it came to having a conversation about their own personal finances.
A graduate of the University of Notre Dame’s Mendoza College of Business, Brittan is passionate about helping women understand their financial options in order to achieve their true potential. Brittan enjoys cultivating strong relationships, solving complex problems, and feels most rewarded when she is able to help others prepare for and live their most meaningful lives. When Brittan isn’t in the office, she enjoys running, exploring new parts of the world with her husband, baking chocolate chip cookies, cheering on all Cleveland sports teams, and teaching her one-year-old son the words to the Notre Dame fight song.
Frequently Asked Questions
Have a question not listed below? No problem! Schedule time to connect with us – we’re here to help and happy to provide answers.
We designed each subscription package intentionally to meet your individual needs. Our individual package is best suited for an advisor looking to provide additional value for and retain current female clients. This advisor typically has an established book of business and is looking to continue growing and adding additional value. Our ambassador program is intended for the advisor who is actively looking to grow their practice and differentiate themselves from the rest of the pack. Our workshops and marketing materials are designed to do exactly that and can even help a new advisor establish their footing/client focus. Our enterprise package is designed for larger advisor groups (20+ advisors) and includes all of the materials and benefits of a traditional individual membership.
HOW WILL THIS MEMBERSHIP HELP ME?
Our materials will help legitimize your efforts to reach and engage with the female investor demographic and prevent them from seeking alternative solutions they feel “better understand them”. Joining our community provides a way for advisors to overtly demonstrate that they care about including women in this conversation. By leveraging our content and newsletters, advisors will not only include their female clients in the dialogue, but acknowledge and educate them like they deserve. Furthermore, these materials are designed to educate and assist the advisor community in the blind spots that currently exist with regard to managing this new investor profile so that they can be more informed and authentic when engaging with this clientele.
HOW CAN I ACCESS ALL OF THE MATERIALS ONCE I SIGN UP?
All materials will be available to you via a private Advisor Membership portal. You will be able to access this portal at any time to view all informative videos, download materials, and print any relevant content.
WILL ALL MATERIALS BE COMPLIANT WITH INDUSTRY REGULATIONS?
Yes – all client-facing materials and content will be sent to the advisor with ample time to be reviewed and approved by the appropriate authorities. We will provide each advisor with an advanced draft of the upcoming month’s e-newsletter and ask that any compliance changes be submitted within 5 business days. Upon final confirmation, we will send the e-newsletter to the clients who have opted in to receive our content. Furthermore, all e-mail communication will be recorded and archived and the advisor will be listed as the “reply to” address on the email.
Ultimately, you must utilize all of the SavviHer content and materials in accordance with the compliance regulations as set forth by your firm’s compliance team. SavviHer is not responsible for any oversight or error committed on the part of the financial advisor. For more on our compliance standards, download our Compliance FAQ Guide HERE!
WHAT IF I LEAVE MY CURRENT ADVISORY FIRM?
The good news? We can still serve you in your new capacity at your new firm! Simply send us an email or contact us HERE to update your contact information. From there, we’ll adjust your subscription details and get you back up and running in no time!
WHY WOULDN’T I HANDLE THIS APPROACH ON MY OWN?
We know advisors are very busy individuals. Between holding meetings, returning phone calls, managing relationships, forecasting trends, updating portfolios, and staying informed of the global economic climate, advisors have a lot on their plates. We’ve crafted and curated content that truly resonates with the female community in an authentic way and have taken the time to develop our Advisor Membership so that you don’t have to spend even more time devoted to reaching this audience without much success. Instead of adding more to your plate or hiring an additional hand to help your efforts, let us do the work for you so that you can get back to what you love most: your clients.
HOW WILL YOU TRAIN/WORK WITH AMBASSADORS?
We will conduct due diligence and background checks on each potential Ambassador candidate to ensure this program is a great fit. Then, we will begin a series of training exercises to onboard and introduce each advisor within their geographical area.
HOW WILL I BE BILLED?
Our service is an annual membership that requires a 12-month commitment. Advisors can choose to pay month to month or in full at the start of the year for a 20% discount. Enterprise advisors will have the option to receive a direct bill-back from their firm. To determine if you’re eligible for this payment option, please reach out.
HOW AND WHEN WILL I RECEIVE LEADS/REFERRALS?
Advisors that elect to participate in our Regional Ambassador program will be eligible to receive geographical leads within their market statistical area. When an interested lead is generated within your territory, we will notify you and make the connection as soon as possible. Note, leads can also be generated through the workshops.
IS THIS PROGRAM ONLY FOR FEMALE ADVISORS/CFPs?
No way! A client deserves a top-notch advisor and/or Financial Planner, no matter the professional’s gender. This system is designed to educate and assist all industry professionals to be better advocates and financial partners to the female client.
HOW CAN I USE WORKSHOP MATERIALS TO REACH OUT TO POTENTIAL FEMALE CLIENTS?
We encourage you to reach out to businesses of all kinds in your local community that would be interested in empowering their female employees to own their financial health and build their confidence. These workshops can easily be turned into a “Lunch & Learn” series, after-work event, or company-sponsored workshop. Alternatively, you are more than welcome to host this event on your own to provide additional value for your current clients and potential prospects.
Ready to Get Started?
Perfect! You’re in the right place! Select the plan that works best for you and subscribe today!
individual advisor membership
(12 month minimum)
*20% discount if paid annually*
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Female-Focused Marketing Materials & Content
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Access to Advisor Portal with informative videos, PDFs, and resources
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Quarterly Advisor Materials & "World of Women" Update
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Advisor Onboarding "Playbook"
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Social Media Editorial Calendar & Strategic Content
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Custom-designed SavviHer-branded Greeting Card Set
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Print and Digital Marketing Materials and Social Media Guide
regional ambassador
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Quarterly Turn-Key Workshop Materials
-
Female-Focused Marketing Materials & Content
-
Access to Advisor Portal with Informative videos, PDFs, and resources
-
Quarterly Advisor Materials & "World of Women" Update
-
Advisor Onboarding "Playbook"
-
Social Media Editorial Calendar & Strategic Content
-
Custom-designed SavviHer-branded Greeting Card Set
-
Print and Digital Marketing Materials and Social Media Guide
enterprise program
-
Female-Focused Marketing Materials & Content
-
Access to Advisor Portal with Informative videos, PDFs, and resources
-
Quarterly Advisor Materials & "World of Women" Update
-
Advisor Onboarding "Playbook"
-
Social Media Editorial Calendar & Strategic Content
-
Custom-designed SavviHer-branded Greeting Card Set
-
Print and Digital Marketing Materials and Social Media Guide
This sounds amazing but I still have a few questions.
No problem! We’d love to chat! Schedule time to connect with us and we would be happy to answer any questions and help determine the best plan for you!
Have specific compliance questions? Download our Compliance FAQ Guide here!
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