You’re Doing Everything Right. That Might Be the Problem.
Doing more isn’t the answer. Being seen for the right things is.
In this candid fireside chat, two female industry leaders unpack a hard truth: what the industry rewards—and what actually works for women—are often not the same. They explore how visibility, alignment, and intentional influence—through the client experience you deliver and the role you play within your organization and beyond—are what truly drive growth and impact.
Speaker: Heather R. Ettinger, CEO, Luma Thrive
Heather Ettinger is the Founder and CEO of Luma Thrive, a boutique coaching and consulting firm dedicated to empowering high-net-worth (HNW) and ultra-high-net-worth (UHNW) women. With over 35 years of experience as a leading advisor and trailblazer at a top wealth
management firm, Heather launched Luma Thrive to redefine women’s wealth and transform the industry by offering women a holistic approach to financial wellness, life planning, and legacy building.
Through Luma Thrive, Heather provides transformational coaching, keynote speaking, and consulting services. Her coaching workshops and cohort programs are grounded in The Lumination Process™, a trademarked framework that guides women in aligning their resources with their deepest values to create lasting personal and community impact. As a keynote speaker, Heather inspires women’s organizations and affinity groups with thought-provoking programs that focus on financial wellness, life visioning, and values-based impact. Her consulting work with financial advisory firms, foundations, and family offices helps institutions better serve their female constituents by adopting holistic, values-driven approaches.
Heather is the author of the best-selling book, Lumination: Shining a Light on A Woman’s Journey to Financial Wellness, and has co-authored two influential Women of Wealth studies, shedding light on the unique needs of women in wealth management. She is a sought-after speaker and has been featured in The Wall Street Journal, Barron’s, and Bloomberg. Her accolades include Investment News’ “Women to Watch,” the “Icons and Innovators” award, The Ruth Bader Ginsburg award, and the Savvy Ladies Changemaker Award.
Moderator: Wende Headley, CFP
®, MBA
Audience: Everyone
As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Expert Insights are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.
Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.