The Ambassador Partner Marketplace helps to educate and bring awareness to the various products and services within the financial services sector and beyond with exclusive preferred or promotional products and services pricing for our members.
Our community welcomes vendors interested in promoting their product or service at the pricing of their respective organization’s choice.
For vendors with inquiries or interest in becoming a part of our Partner Marketplace,
please email Tracy@womensalliancefa.org for additional details.
The Energy Advantage is a leadership and workplace wellbeing company empowering leaders and teams to integrate personal wellbeing with professional success.
Receive $200 off of Her Energy Advantage 12-Week Health & Wellness Coaching Program
Idea Decanter makes it incredibly simple to build authority and grow your practice with video. Our proven 3-step process helps you create authentic, authority-packed content, stand out on video, and attract dream clients who already know you’re a fit.
If video is a priority in your marketing, get free Women's Alliance access to your custom Video Ready Report. This diagnostic gives you a clear, honest snapshot of how you're showing up across digital channels — and where you might be leaving opportunity (and trust) on the table. Follow this link to schedule your Video Ready Report.
The Institute for Divorce Financial Analysts (IDFA®) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena.
15% discount to CDFA course. Use code:
CDFA_MARKETPLACE_15
The RBI Group specializes in helping financial advisors and businesses create dynamic, impactful marketing campaigns tailored to their unique needs to grow their practice and build their brands. We empower professionals to amplify their brand presence, connect with target audiences, and achieve measurable results through innovative, data-driven strategies.
Receive 15% off your first comprehensive marketing audit or a free consultation to kickstart your next big campaign or brand refresh. Use code WLA when booking your session.
At Productivity Uncorked, we support women in wealth management…in fact, we wrote the book on it… A Woman's Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man's World! You are a woman...a multitasker, juggling a million things at once. We'll show you how to leverage your authentic strengths as women. Our unique coaching experience creates the capacity needed to grow your practice for more client and COI referrals, more AUM, more focus, more control of your life and practice, and more productivity in your day. Expect to surpass your growth goals and learn to manage all that's getting in your way, including yourself.
Women's Alliance Ambassador members receive the last month free with a year agreement (a $700 savings).
RightCapital is the fastest-growing financial planning software, transforming complexity into clarity for financial advisors and their clients. RightCapital is used by thousands of advisors to grow their practices and set their clients on the path to financial success.
RightCapital offers Women's Alliance Ambassador members a 10% discount on monthly subscriptions (with an annual commitment), and a 15% discount on annual subscriptions (paid up-front annually). There is no coupon code – Ambassadors simply need to tell a RightCapital Sales rep that they are a WLA Ambassador, and the Sales rep will apply the appropriate discount.
Founded by Certified Financial Planning Practitioner H. Adam Holt in 2013, Asset-Map is on a mission to elevate the financial health of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that empowers humans to easily comprehend, discuss, and make smart financial decisions now and in the future. Asset-Map is used by thousands of professionals worldwide to promote better guidance conversations, having mapped over 1.8 million people and $1.5 trillion in financial instruments.
WLA Ambassador receive 10% discount
Copytalk is a premier dictation service employed across industries. Copytalk helps you accurately document client meetings, transcribe audio/visual recordings, and preserve your ideas in real-time, ensuring efficiency, security, and compliance. With U.S.-based transcriptionists and rigorous safeguards, we protect your data and maintain privacy, helping you operate more effectively and grow your business.
Discount to WLA Ambassadors
Holistiplan is an award-winning financial planning tool specializing in tax and insurance risk management, soon expanding to estate planning. Its OCR technology scans tax returns to generate client-facing Tax Reports in 45 seconds, highlighting planning opportunities. The Scenario Analysis tool models scenarios like Roth conversions and charitable giving. Holistiplan’s Insurance Risk Management tool identifies coverage gaps in Home, Auto, and Umbrella policies. Trusted by over 40,000 users since 2019, it's a leader in tax planning software.
WLA 10% off premium 75 households for the first year.
Nitrogen has been revolutionizing how financial advisors and wealth management firms grow since the launch of Riskalyze in 2011. Today, Nitrogen is the leading client engagement platform for wealth management firms, helping advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. The company invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the Fearless Investing Movement — tens of thousands of financial advisors committed to our mission of empowering the world to invest fearlessly.
WLA Ambassadors receive 10% discount starting on Nitrogen's Risk Center product and above
Wealth.com is the industry’s leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked Wealth.com as the #1 estate planning platform in the T3/Inside Information Advisor Software Survey and ‘Best Technology Provider’ in the Trust category at the Wealth Management Industry Awards.
Ambassadors receive a complimentary Wealth.com Co-Branding upgrade valued at $2,500, designed to elevate your estate planning offering with your firm's branding.
AdviseHer Consulting: “Helping women in finance build wealth, confidence, and freedom on their own terms.” AdviseHer is the high-performance growth studio for women wealth managers and advisors who want to elevate their business, amplify their income, and become the best version of themselves. With 25 years of experience working with top advisors, Beth and Holly, through expert coaching and
consulting, help female advisors attract, retain, and serve ideal clients. Our focus is on aligned, non-salesy strategies that feel authentic and confidence-building. Our leadership development, energy-based practices, and sustainable growth frameworks empower you to scale your business without burnout while thriving personally and professionally. Inside our programs, women advisors share valuable time with a motivated community of high-achieving peers, actionable private coaching and guidance, innovative tools to make life easier, and the clarity to grow their practice organically while creating time freedom.
● Free one-on-one Strategy Session
https://www.adviseherconsulting.
com/strategy-session
● 10% off Level Up!: use code:
WLA10LEVELUP
https://www.adviseherconsulting.
com/workshop-level-up
● 10% off Present for Results!: use code: WLA10PRESENT
https://www.adviseherconsulting
.com/workshop-speak-up
Lia Bliss is a LinkedIn strategist and keynote speaker who transforms executive digital presence into systematic business development. Known as "The Lovely of LinkedIn," she helps sales teams and business leaders convert relationship capital into measurable revenue growth. With clients including Fidelity, T. Rowe Price, Lincoln Financial Group, UBS, and Zscaler, Lia delivers data-backed strategies that generate 200-400% increases in profile views and 86% connection acceptance rates.
A financial service and fintech focused public relations firm, AtoZ Communications helps clients with media relations, thought leadership articles, press releases and several other avenues to get their names into their prospects' minds.
Optimal AdvisorAI is the AI learning partner built exclusively for financial professionals. We have served more than 20,000 professionals across Fortune 500 firms, major custodians, broker-dealers, asset managers, and global investment banks. Through online training, webinars, consulting, and our AI Learning Center, we help financial advisors and wealth management teams simplify AI and adopt it effectively, with programs built by financial professionals, for financial professionals.
Ambassador members receive 10% off the Optimal AdvisorAI Learning Center, our on-demand AI training platform designed specifically for financial professionals.
Use code: WLA at checkout
The Passport Package™, powered by C&J Innovations, is a pre-meeting assessment that gives financial advisors a scalable, repeatable way to lead with the human side before the financial numbers ever enter the room. Embedded into the advisor's existing workflow, prospects and clients reflect on what matters most to them across mindsets like wellness, longevity, caring for loved ones, and purpose. In less than 5 minutes, it captures not just where they are today, but where they want to go. Advisors receive a personalized report prior to discovery meetings and annual reviews that surfaces the gaps, enhances every conversation, and drives more revenue, referrals, and retention.
Ambassadors receive a discounted one-time setup fee of $1,500 (a $1,200 savings); email paige@candjinnovations.com to apply WLA26 discount code before first invoice
