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The future of financial advice hinges on the ability to adapt, innovate, and serve evolving client needs—and few companies encapsulate that mission more dynamically than StrongHer Money from RFG Advisory. At the 2025 Future Proof Festival, Jillian Berry, Senior Director of StrongHer Money, shared her journey and the powerful impact her team’s program is poised to have for financial advisors across the country.
A Designer’s Path to Financial Leadership
Jillian Berry’s career is a testament to the power of reinvention and expertise. “I actually have a very unique background. I started out in the garment industry as a fashion designer for 15 years. During COVID, I made a pivot into financial services as a product designer for technology, and it sounds like a very interesting pivot, but it actually uses the same design skill set and business skill set. So it was a really smooth transition,” Berry explains.
Her drive to build technology and programs that support independent advisors led her through notable firms such as XYPN and Edward Jones, where she focused on practice management development. "My educational background—I’m currently finishing out my PhD for business management focused on strategy and innovation, and my dissertation is around elevating women in FinTech. So, really, it's just a perfect role to combine my skill set and my education,” she shared, describing how personal passion intersects with professional expertise.
The Mission: Holistic Allyship in Financial Advice
StrongHer Money isn’t just another diversity initiative. As Berry puts it, “Our mission is really focused on pioneering...doing that in a way that hasn’t been done so far. Because a lot of these programs are focused on women advisors, to women clients, and we’re really focused on making this more of a holistic experience. We’re all advisors—because all advisors need these tools and resources.”
Central to StrongHer Money’s approach is community and allyship, with inclusivity that equips every advisor—regardless of background—to better serve women and deliver high-impact advice. “The values are really making sure that it's focused on allyship and community, and really pushing in a new direction that we haven’t really seen for these kinds of programs before,” Berry notes.
Addressing Unique Needs: Solving Real Advisor Challenges
StrongHer Money was built to address gaps advisors face in attracting, winning, and serving women clients at all life stages. Their solution is robust and targeted. “Our product is really focused around advisors who want to attract, win, and serve women...at all life stages: career development, entrepreneurship, caregiving, widowhood, divorce, retirement, receiving an inheritance,” says Berry. The program fundamentally recognizes the distinct transitions women experience, and it empowers advisors with the knowledge and skills to guide them.
StrongHer Money offers on-demand foundational and track-based training tailored to each transition, combining education with one-on-one coaching to ensure implementation. Advisors receive resource kits with turnkey, co-branded materials for sales enablement, marketing, and financial literacy—all rooted in behavioral science and user experience.
The StrongHer Money Advantage: Innovation and Impact
Launched at the Future Proof Festival, StrongHer Money is already making waves. “Every advisor who’s going through our program—we are building out a case study to really understand the impact of this program,” Berry explains. With a research-backed approach, the program tracks both qualitative and quantitative results, comparing advisor practices at different career stages, backgrounds, and niches.
Berry emphasizes the market’s size and urgency. “Women are set to inherit $30 trillion in investable assets over the next five years. It’s a massive growing market. They need to be served well, they demand our attention,” she asserted. The business case is clear: women who receive quality advice are twice as likely to refer clients—making this segment not just a moral imperative, but a strategic one.
Yet, Berry is quick to point out that women aren’t necessarily looking for women advisors exclusively. “What women are really wanting is trust, communication, and aligned values. That’s what we are training our advisors to deliver to their clients,” she says. StrongHer Money builds those capabilities into every aspect of its curriculum.
Powered by RFG Advisory: A Platform for Transformation
StrongHer Money’s partnership with RFG Advisory enriches the program with advanced technology, white-glove service, and leading practice management support. “The other amazing part of this program is it's supported by RFG Advisory—so we’re getting their innovative platform, their white glove service, business coaching, energy, and practice management support. We’re getting it all,” Berry said.
That synergy offers advisors an unparalleled platform to drive client outcomes, accelerate business growth, and position themselves as leaders in the next chapter of financial advice.
Looking Ahead: Strategy and Purpose at the Core
Berry left no doubt she’s made the right career move. “I absolutely did make the right career move. I love building out programs, and the way that this program is being built out is very high level and strategic. We are focused on not only better serving women, but accelerating growth for our advisors,” she concluded.
For financial advisors seeking relevance, growth, and impact, StrongHer Money stands apart. The company’s holistic, research-driven platform delivers essential tools and training at a pivotal moment for the industry. With women poised to inherit an unprecedented amount of investable assets, advisors who embrace allyship and strategic innovation will be positioned not just for today’s opportunities, but for the future of the profession.
Key Takeaways for Advisors:
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Women will inherit $30 trillion in assets in the next five years—a massive strategic opportunity.
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StrongHer Money delivers track-based, life-stage training plus robust resources and coaching for advisors.
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Built on allyship, inclusivity, and behavioral science, the program positions advisors to serve all clients more effectively.
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Powered by RFG Advisory’s innovative platform and support, StrongHer Money is a transformative resource for practices seeking growth and relevance.
Berry’s story and StrongHer Money’s mission embody the evolution financial advisors need to thrive. This is more than a program—it’s a movement toward better client outcomes, stronger advisor businesses, and a future-proof industry.
To learn more about StrongHer Money vist their site here.
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