For Advisors
Support your clients, expand your services, and reclaim your time.
Advisors face a tough balance: wanting to give clients more support while managing time, compliance limitations, and practice profitability. That’s where this partnership comes in.
Whether you’re looking for a trusted resource to handhold existing clients or a reliable touchpoint for those not quite ready for full-service advising, Madrina Molly® can support your practice—without overstepping our role.
What’s Included:
➜Alignment and Speaking
The cohort “Women of a Certain Age(ncy)” may not be your wheelhouse. Sherry can speak to your teams and your prospects/clients to help you align with what our cohort cares about.
➜ Personalized Support for Your Clients
Refer clients to a credentialed voice for answering their financial and longevity planning questions—especially those who need more guidance than you can offer between meetings without losing them to another.
➜ Collaboration to Avoid Compliance Challenges
Use us to help you set up self-directed IRA accounts for alternative assets. Use us to help you work with your ex-pat clients.
Who is this for:
This collaboration is ideal for advisors who:
Are limited by compliance when it comes to offering self-directed tools and non-managed accounts.
Want to optimize your calendars by partnering for low-touch clients.
Need a reliable way to stay connected to future clients who do not yet fit your profile.
Value partnering with a trusted, female-led resource who understands the cohort and can make you look good.
Why it Works:
You have an obligation to run a profitable practice. That’s how you will better service your clients. Partnering allows you to offer them a great experience, while staying focused on the high-level planning only you can provide. It’s thoughtful, complementary support that extends your impact without overextending your calendar.
Contact Sherry For More Information
FAQs
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Sherry is a former Wealth Manager who sold her financial planning practice in January 2024.
She will not manage your clients’ assets nor provide financial products. She will act as an adjunct for your practice, keeping your prospects and clients in the family.
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Sherry’s specialty is working in retirement and ‘next act’ planning for the cohort of women in their late 40s, 50s and 60s. These are the women who will control most of the wealth, but who feel unprepared.
Sherry has both personal and professional experience in multi-generational planning. This is not as simple as estate planning. This is the Triple-decker Club Sandwich generation.
Sherry has an FPA credential in elder planning and can be used as a facilitator or resource to augment your team.
She specializes in creating alignment with high cashflow professional women.
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Individual annual membership costs $379, about the cost of an hour of consulting with a CFP® Professional in practice.
Contact Sherry to discuss a group rate or special contractual arrangement to do partial or snap-shot plans or to fill gaps in your practice.
Sherry’s clients know that if they have one critical question answered they will save time, money, and a lot of stress.The broader goal is to deliver quality planning education, when there are too few credentialed professionals available to help our cohort.