WLG Workshops and Trainings

ip women

You are a dynamo - truly bringing home the bacon and frying it up in the pan. And, chances are, you’re also exhausted, having trouble sleeping at night, and working significantly harder to prove your worth and to meet your numbers in a male dominated field.

You are successful, but you long for more time to enjoy the fruits of your labor. And, you’re also beginning to see and have concerns about the toll your current approach to work is having on your health - physically, emotionally, and even spiritually. And if you’re not, you should be! Just ask Arianna Huffington who almost died due to work stress and lack of sleep. She wrote Thrive, and started Thrive Global. According to Huffington, "the relentless pursuit of the two traditional metrics of success - money and power - has led to an epidmenic of burnout and stress-related illnesses, and an erosion in the quality of our relationships, family ilife, and, ironically, our careers."

In our work with successful women advisors, we begin to shift this approach with one of our favorite phrases, from Dr. Barry Morguelan, founder of the Energy for Success Institute:

“No body, nobody!” 

Much like a mother puts her oxygen mask on first before attending to her child, it is essential for you to invest in yourself and your well being, so that you can bring even more of your best self to your work and to your relationships.

  • Imagine what it would be like to have a healthy body and a quiet mind that allow you to sleep;

  • Imagine having the work/life balance you crave, with the ability to be more present and available with family and friends;

  • Imagine being able to take excellent care of yourself while continuing to tirelessly take care of your clients and loved ones;

  • Imagine embodying your values and true nature and having more satisfaction and greater enjoyment as you serve your clients... 

  • ...all while steadily growing and managing your book of business - while also becoming a leader in the industry.

You will be surprised by what many women advisors who take themselves on in this way have disocvered, that your clients become even more satisfied with their interactions with you and bring more money under your management, as well as refering the people most important to them to you.


Shhhhhhh…. We have a secret to share with you!

Men successed in financial advising by using the particular traits that they have in spades, due to their chemistry. In a word, they have a lot more testosterone than we do.

Women who are successful using those same masculine approaches extract a huge cost on themselves physically and in their relationships. Why? Because of what they have to do to their endocrine system in order to generate the heightened levels of testosterone needed to keep up. This is about physiology.

Turns out that when you go against your nature, you are hurting yourselves!

And -- here’s the kicker -- what many women advisors miss is that you have innate gifts in your physiology that make you remarkably well suited to being successful advisors and consultants.

Don’t just take our word for it. According to the Barrons 2016 article entitled, Challenges Facing Female Financial Advisors, “the financial-advisor business is tailor-made for women. That’s particularly true as the industry shifts from commission-driven stock sales to fee-based, consultative planning...Women tend to be good communicators and are adept at understanding wealth through the lens of family values and goals.”

If you’re ready to stop trying to play like a man and maximize your unique strengths as a woman, all while decreasing your stress, this mastermind is for you.

Join us if you want to have a blast expanding your business from your values and using what comes most naturally to you.

Women Advisors who join us in unleashing their innate gifts and talents benefit in a multitude of ways, including:

  • Owning with confidence how you are a significant asset to your clients

  • Having a network of other female advisors who understand how you think and feel,

  • Being supported in resolving real-life issues with industry-specific feedback

  • Building a unique strategy that plays up your innate strengths to get new clients and deepen relationships with current clients and their family members

  • Receiving nurturing support in a safe environment to build skills in dealing with stressful/challenging situations with bosses, managers, clients, colleagues, and working in a male-dominated field

  • Being much more effective in your work through accountability and mutually support/celebration

Women who invest in themselves by joining a mastermind report feeling

  • Empowered

  • Supported

  • Grateful to get learn from others and upgrade what they are doing

  • On purpose and with clear direction

  • Greater joy and satisfaction

They also cite additional benefits to their practices including being:

  • more responsive and less reactive when clients are unhappy

  • more able to retain clients and attract new ones

  • more self aware and empathetic

  • more engaged and of greater service

Having a trusted community with other women advisors is empowering in a number of ways, including:

  • Helping build a business in a unique way that serves you as a woman

  • With more than 3 people, you’ll be part of a “master” mind

  • Cohort of committed women co-creating powerful women’s leadership 

  • Ability to be Strategically focuses with clear Tactical approaches

Who we are and Why we are Doing this:

  • We are both  experts in the field of wealth psychology, and specialize in working with women
  • We have been working directly with high-net-worth individuals, couples, families, and women advisors, collectively for over 25 years
  • We have a unique perspective about what clients are looking for in their advisors
  • We want women advisors to be healthy, wealthy and wise as you stand in your power to be more present with yourself, your loved ones and your clients  

Jamie Traeger-Muney, PhD, Founding Partner of WLG, was hired as the first psychologist to work directly with clients at a major financial institution and launched a program on "Wealth, Worth and Fulfillment" for the ultra high net worth clients they served. Emily Bouchard, MSSW, Managing Partner of WLG, has led over 130 family meetings, co-authored Estate Planning for the Blended Family, and is on the faculty of the Exit Planning Institute as their "Family Transitions Specialist". 

Since 2004 we have been working collaboratively with advisors and the families they serve. We have witnessed and documented what has the client-advisor relationship go smoothly and easily transition to the next generation of family members. We have also seen the unnecessary pain and disappointment for both clients and advisors when things don’t go smoothly. Time and again we have intervened to allow for ease of communication and addressing misunderstanding in the moment, so that the client/advisor relationship remained trusted and long-lasting.

We have developed long-term relationships with women advisors from all over the world who care deeply about their clients, and who also have experienced a number of health challenges related to stress at work. We wanted to make a positive difference and quell the damage we saw being extracted in service to your jobs and your clients. That’s how this mastermind concept was born.

We have dedicated our professional and personal lives to the study of positive psychology, appreciative inquiry, Bowen family systems theory, and ancient healing modalities from China. We work holistically with our clients and their advisors in addressing family dynamics, intergenerational discord, and the often challenging emotions related to having significant wealth. We want to share with you the most useful and relevant resources we know of (and use ourselves), and give you the opportunity to try them out while having access to our direct consultation and support. 

We strongly believe that you must put yourself first in order to sustain and maximize your potential and growth. Much like a mother puts her oxygen mask on first before attending to her child, you need to invest in yourself and your well being, so that you can bring even more of your best self to your work and to your relationships. 

We invite you to explore with us what being part of this mastermind could do for you personally and professionally. 

Simply submit your request to receive an application and begin to shift the momentum of your life:


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