A Certificate Program for Financial Advisors



Become a Women’s Wealth Specialist today!

femX Mastery Program is a powerful self-study program that provides advisors a step-by-step proven process to create a female friendly practice that generates exponential growth.


 “Marketing to women is no longer a “girl’s game” but requires a new marketing strategy and business model that engages women more effectively. Whether you are a male or female advisor, plan to focus solely on women or carve out a place for women in your existing practice, the process tools, and marketing strategy is the same.”  Adri

What you will accomplish by incorporating our femX Mastery Program:

Lesson 1 – The New Paradigm;You will learn a new model that attracts more women with money and eliminates the antiquated approach to prospecting, selling and closing.

Lesson 2 – It’s Your Story;Adri will step you through her process for writing your story “Why Women”. This will become your most powerful tool that builds trust in just 5 minutes

Lesson 3 – Your Compelling Introduction;Using worksheets and samples you will develop your unique compelling massage that is totally authentic, powerfully written, and inspires everyone to want to learn more about what you do.

Lesson 4 – Investment Philosophy;You will learn a unique process of presenting your investment philosophy that is simple, and is highly effective at getting a big buy in faster than ever before.

Lesson 5 – Seminar for Women;You will learn a whole new approach to hosting events for women that builds your brand and generates better results. You will learn the key components that turns your seminar strategy into your most powerful marketing tool.

Lesson 6 – Engaging Communication; You will learn how easy it can be to engage women more effectively and a drip marketing process that makes your marketing easy and more effective.

Lesson 7 – Your Synergistic Marketing Plan; You will now create a marketing strategy incorporating all the core components of the femX Advisor model that makes your life easier, grows your business faster and energizes you daily.





The femX Mastery Program consists of:

  • 8 Audio lessons; each recording provides an hour of rich content including successful ideas and strategies shared by Adri and past participants. Q&A
  • MWA Workbook: 56 pages including weekly lessons, sample materials and engaging emails all of which are coordinated with the 8 audio lessons.
  • The Keys to the Ladies Room book by Adri Miller-Heckman integrated into the 8 week program
  • Seminars for the Financial Advisor book by Adri Miller-Heckman providing valuable knowledge and resources to enhance the training and learning experience

Our femX Mastery Program© is the most comprehensive training program for financial advisors who are committed to building a practice serving the needs of women.



Listen to Adri answer questions on becoming a Women’s Wealth Specialist.





“WOW, what a great 7 weeks!!! I was very hesitant to start Adri’s Mastery Program as this was my first coaching experience as an advisor but what a difference it has made. I feel more organized, focused and re-energized over a career I have had for many, many years. As the old saying goes, “if you always do what you have always done, you will always be where you have always been” my career was just that, the same. By completing the Mastery program I am taking a totally different approach to my business focusing on my tribe and sharing with others in a completely different way. This new paradigm is opening new doors and compelling me to do things in ways that I never thought of before. I am thankful for Adri and for the program and look forward to seeing what 2016 has in store for me personally and for my business. Thank you Adri!!!!”


Tami W McDonald, CFP®, Financial Consultant


“Using your program we developed a unique marketing strategy that lives on today 3 years later! My Savvy Women’s club continues to grow, my messaging makes a powerful statement on our website and personal brochure and your Purposeful Wealth Process continually engages our clients in more meaningful ways. I highly recommend your Mastery program to any advisor looking to market to women.”


Paula Chesser, Robert W. Baird


“It wasn’t until I fully committed to the women’s market and began applying Adris’ tools and strategy that everything changed in my business. Adri gave me the model, helped me develop my unique focus and marketing message and once I implemented the rest is history. My success was no longer about “hard work” but about having fun and making a difference. Any advisor focused on the women’s market must take Adri’s FemX Mastery program!”


Janice Goldman, Author, Speaker, Wealth Coach


“The greatest impact your program provided was clarity around who I am. It gave me a greater insight into my real calling. You exceeded my expectations, and I have very high expectations! I am not even sure if I can articulate the real value of this program. It has had a much more profound effect than you could ever imagine. I have begun sharing my new strategy, and I’ve received very positive feedback. I would recommend The FemX Mastery Program to anyone who wants to market to women.”


Amy Cole, Financial Advisor, Morgan Stanley


“It’s the first time that I can proudly say “This is what I do…” Every time someone asks me what I do they are intrigued and inspired, and they always ask me for more information. This process works exactly how you said it would, Adri. And when I wrote my story and began to share it with others, it had a compelling impact on everyone I shared it with! There is an immediate emotional connection; one that initiates a natural feeling of respect and trust and inspires immediate conversations that lead to more purposeful engagement. The women I speak to are immediately interested, and the men I share this with are already thinking about women they know who need me. I’ve worked with MANY coaches from the industry, but I have gained the most focus, clarity, and direction from your program. I LOVE serving my tribal market.”


Bill Cummings, President and Owner (CFO), Concierge Financial