Insights · The Hypatia Field Guide
Field notes, frameworks, and compliance-ready conversation tools for the independent RIA gathering AUM during the Great Wealth Transfer.
Start with the strategic seriesFeatured
The wealth-management industry was built for men. The next twenty years of AUM growth will not be. A field guide to repositioning a practice for the women who are about to become its single largest client cohort — without making a single performance claim that compliance would red-line.
Patricia Lizarraga
Founder & Managing Partner
The Strategic Series
If you read nothing else here, read these three. Each lays out one move that compounds across the next decade of your practice.
Skip to all insightsWhy the next $30T moves on alignment, not returns — and how to reposition a practice without making a single performance claim.
A field guide for independent RIAs during the Great Wealth Transfer. The four conversations that earn referrals female client to female client.
How trust-forward ETFs win without promising performance — and why compliance-aware messaging is the single biggest competitive advantage for women-targeted allocations in 2026.
All insights
A monthly cadence of essays, field notes, and compliance-ready conversation tools — delivered with the rest of your roundtable kit.
Why the next $30T moves on alignment, not returns. The repositioning thesis behind every Hypatia conversation.
A field guide for independent RIAs. The four conversations that earn referrals female client to female client.
How trust-forward ETFs win without promising performance. The competitive advantage hidden inside every disclaimer.
Performance → Purpose. Transactions → Transformation. Advice → Advocacy. Allocation → Alignment. AUM → Community Impact. The framework that turns a brochure into a referral engine.
A widely cited industry stat says ~70% of widows leave their husband's advisor inside a year. Three practice changes that move a household from inherited to retained.
What five RIAs taught us about female-client conversations over a single ninety-minute lunch — and the three sentences that came up at every table.
The diligence questions, the model-portfolio conversation, and the moment the first institutional check cleared. A how-to for the second RIA.
Not "Have you seen the chart?" Not "Returns are up." The verb-led opener that has worked across every advisor lunch we've hosted in three years.
A busy DD analyst, an active women-led ETF, and one sitting. What to look for in the fact sheet, which Wilshire methodology pages matter, and the four risk disclosures that almost always come up first.
Before you read another essay
The Performance-Only Playbook Audit. Eight questions. Tiered diagnosis. Three specific moves you can run inside 90 days.
Not ready for the audit? Get the monthly field guide instead.
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