TGS for Women Advisors

From Financial Advisor to CEO Redefine How You Lead Your Business

Elevate the growth and success of your practice by shifting your role from working in the business to leading the business.

The Transformational Growth Series from think2perform is a 9-part, high-impact coaching experience designed exclusively for female financial advisors. Through an interactive, workshop-style format, this program unlocks the secrets of top CEOs and empowers you to take your organization to the next level.

Why This Series?

This isn’t just about business growth. It’s about transforming the way you see yourself as a leader and building a business that thrives. Together, we’ll explore:

• Redefining your identity as the confident CEO of your practice

• Building scalable systems that support growth, not just survival

• Leading with vision and intention, while inspiring your team

• Reclaiming time, boundaries, and energy so you can focus on what matters most

You’ll join a select cohort of like-minded women from firms nationwide leaders who are ready to grow with clarity, courage, and conviction.

Series Overview

• Name: Transformational Growth Series

• Format: 9 interactive, coach-led sessions

• Audience: Female financial advisors ready to lead with CEO-level strategy

• Starts: March 2026

• Location: Virtual (accessible anywhere)

• Investment: $2,495

Is This For You?

Ask yourself:

• Are you ready to evolve from advisor to CEO?

• Do you want to move from being in the business to leading the business?

• Are you seeking a powerful peer community to grow alongside?

Your Facilitators:

 

Victoria Michalski, Senior Vice President

• Victoria has been in the financial services industry for over 30 years, serving and helping advisors grow and lead their businesses.

Elena Beckius, Senior Vice President

•  As an advisor, field executive, and leadership coach to advisors and leaders, Elena has served the financial services industry for over twenty years.