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Consulting for Wealth Management Firms

9 Lives for Women consulting services educate Financial Advisors about the many work+life stages that are entry points to connect with women about financial guidance. Too many wealth management firms consider women a homogeneous market–and focus primarily on just two “negative” life stages–divorce and widowhood. Consulting services broaden the business development horizon for your FAs; identify how and where women in each positive life stage can be found; create events and content that enhance your work+life thought leadership; and soft sell your firm’s wealth management strengths through the layers of relationship-building women expect.

Drawing from a decade of recruiting for Financial Advisor and other investment related positions, 9 Lives for Women consulting services also help recruiting teams frame the FA opportunity for highly sought after women looking for flexible work options. In-depth insights as to why qualified women don’t take the jobs or leave the jobs too soon. Knowledge of where to find likely candidates and the messaging that resonates with the women, their husbands and their overall work+life needs. Support “marketing” and onboarding efforts so that the right, truly entrepreneurial candidates are identified and well supported.

Content Developer: Work+Life Messaging for Women from College to Retirement

Thought leader, influencer and skilled communicator with large following among mid to senior-level current and returning professional women. Consulting services build strategy and sourcing for blog, newsletter and other social media content to reach women blending life and work and seeking long-term financial security.

Professional Speaker and Facilitator

Seminar leader on a wide variety of topics related to the 9 stages of life and work.  Speaker for events sponsored by community organizations, educational institutions, local alumni groups, professional associations, wealth management firms and corporations.  Facilitator of high-level focus groups.  See Today Show interview.

Consulting For Talent Management and Diversity Teams

Customized, “plug and play” leadership and talent development programs to attract, retain and on/off ramp women.  Development of alumni networks and ongoing engagement initiatives.  Structure and programming for internal networking groups.  More

Individual and Group Coaching

Individual and group work/life coaching in 9 phases–college to active retirement. Strong emphasis on professional packaging: resumes, cover letters, bios, Linkedin profiles.  More

As a first step, take the Job Search “Reality Check” Quiz to check your knowledge of the job search basics even senior-level professionals overlook.

Kathryn Sollmann, Founder

9 Lives for Women, LLC

Post Office Box 7461, Wilton, Connecticut


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