3 Simple MUST HAVE Marketing Tools for Financial Advisors

August 4, 2016

3 Simple MUST HAVE Marketing Tools for Financial Advisors

You find that most of your clients are actually women. You love helping the women in your book of business and they love what you do for them. They appreciate your gentle style and ability to communicate with them, which helps to build a trusting relationship. Without even trying women are referred to you, yet nothing in your message brand or website speaks women.

If you are already getting referrals from women can you imagine what would happen if you actively pursued this market?  If you could package and share what you do for women in a way that reaches out and connects with all women eloquently and consistently? Can you imagine the impact this would have on growing your business? Let’s just say all your processes and systems better be ready.

There is no better market today that can exponentially grow your business faster than the women’s market.  Women are craving to be heard, appreciated and educated and odds are you already do that, but without sitting down with you face to face how does a woman know that?

There are just three simple yet powerful tools that can totally enhance your marketing efforts and actively engage more women to come in and meet with you:

  1. A personal story why women are important to you.  That story needs to be clear concise, totally authentic to make an impact.  You can’t just ramble on you will lose their interest, nor can it be too short lacking in substance. The length will depend on the depth of your story and it must be crystal clear.  
  2. You must have a way of integrating women into your compelling message and your message must be about them not you. Regardless who your “female tribal market” is, your message will resonate with every woman you meet as well as intrigue every man you encounter. Describing who she is starting with a compliment, sharing the stage of life she is in and identifying the issues she is concerned about.

    This approach is fresh, different and captures to the interest of almost everyone you speak with. Even if they don’t fit this profile they are automatically thinking about someone who does, that’s how referrals get inspired. 

  3. Your process must address the issues most relevant to women. While you continue to provide the same value using the same planning and investment strategy your three key solutions must be packaged in a way that speaks her language and addresses her concerns.

    There are many ways to talk about your planning process that will resonate with a woman’s typical desire to not become a bag lady, for example: Lifetime Income Plan, Personal Spending Plan. Name that process, own it, and make it your own. Even your investment strategy should be reflective of what is important to your market. Also, make sure to eliminate technical, financial terms that provide no connection and only sound good to you.

Become intentional about women, turn your natural talents into a purpose and process that creates a surge of growth and referrals.

Interested in learning more about these three female-focused game changing marketing tools? If so, let me help you through my Power Coaching Program. Together with 3 calls for 3 months using 3 strategies we will craft your powerful story, define your unique tribal market, and develop your personal compelling message that drives women to your practice.

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Are you doing enough to keep your female clients happy? Lets find out.

After completing this 10-question survey, we will review your answers and provide you with recommended tools and strategies to meet your needs.

Do you have a story that tells women why you care about them?

Does your message about what you do appeal to women?

Is your message compelling enough to inspire further interest from both genders?

Have you carved out a place for women on your website?

Do you send regular emails that are of interest to women?

Do you post women friendly content on social media?

Do you host events and seminars for women only?

Is your office decorated in a way that women love?

Do you communicate in a way that women understand?

Are you getting enough referrals from women in your database?

Please provide us with your contact info, so we can send you your results!

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Tell us a little about your business, and we’ll let you know what strategies will best help your business grow.

I want to strengthen my relationship with my female clients in order to prevent future attrition.

I want to actively attract more women in a way that inspires more referrals to my practice.

I currently focus on women and want a source of ideas, strategies and a supportive network to enhance my efforts.

I want a seminar process that both engages women more effectively and helps brand me in my community as the advisor that cares about women.

I want to make women a primary focus to my future marketing, but want a proven plan and process that is easy and effective.

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

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