
Rest, Retreat, Renewal—Join Our November Book Club on Wintering
Includes a Live Web Event on 11/13/2025 at 10:00 AM (MST)
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Register
- Member - Free!
Brought to you by the Women & Finance Kbowledge Circle:
As the year winds down, we’re exploring a book that meets us right where many of us are—balancing careers, clients, families, and our own seasons of change. In Wintering, Katherine May reframes difficult periods as natural, cyclical “winters” that invite rest, reflection, and intentional renewal. It’s a timely, compassionate read for advisors who carry so much for others—and could use a practical, human framework for caring for themselves, too.
What we’ll discuss (light prep, rich conversation) - if you decide to join, please be prepared to have your video on and are ready to engage in active conversation:
- How “wintering” shows up in our work and lives—and how to normalize it for ourselves and our teams
- Personal rituals and boundaries that sustain us through busy seasons (and how to make them stick)
- The advisor’s role: holding space for clients in their winters without burning out
- Practical resets to finish 2025 well and enter 2026 with clarity
Format:
- Group discussion
How to prepare:
- Read Wintering (or listen to the audiobook)
- Jot one passage that resonated and one practice you’d like to try this winter
- Purchase options:
Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
Gretchen Halpin
Co-Founder
Beyond AUM
Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. In her work with financial professionals and teams, Gretchen's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. From successful entrepreneur to jack-of-all-trades strategic consultant, Gretchen's career path and journey to success have been guided by one true passion: to help people create the life and business they want, even when that means challenging the status quo.
Gretchen specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business — from vision and objectives, to marketing and business development, to the overall client experience. Her top priority is to ensure that all decisions and initiatives are aligned with the mission and values of the firms in which she works. Gretchen has helped firms achieve success by elevating their brand identity and story to internal and external audiences, seizing new business opportunities, driving organizational change and translating strategy into action across all levels of the business.
But her ability to morph big-picture ideas into action and results goes beyond her current focus; it derives from her experience as the driving force behind several successful business ventures, including Soothe Your Senses, an organic aromatherapy product line she launched in 2001. What started as a passion for health and wellness expanded into an international spa brand — with retail distribution in 30 U.S. states and five countries — that grew 250-percent annually for eight years.
As a co-founder of Beyond AUM, Gretchen and her team created and implemented a growth, marketing and technology plan that led an RIA firm to grow from $1 billion in assets under management (AUM) to more than $5 billion in AUM in five years. Under her leadership, Beyond AUM continues to assist firms, big and small, to reach their goals. Gretchen believes in working directly with advisors and their teams in order to cultivate a deep understanding of the importance and impact of their service and help support their client relationships. These experiences drive Beyond AUM's passion to see the RIA industry continue to thrive into the future.
Under the direction of Gretchen and her fellow co-founder, Beyond AUM's marketing strategy was recognized by My Perfect Client and Masters in Accounting, and the team led the development of a personal finance blog that was named a Top 50 Financial Advisor Blog by Michael Kitces in 2014 and 2015. Gretchen has been a featured speaker at numerous industry events and conferences, hosted by leading organizations such as eMoney, the National Association of Personal Financial Advisors (NAPFA) and Financial Advisor Magazine.
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