9 Easy Ways Advisors Launch Their Focus on Women

January 26, 2017

You have developed a new message and brand focused on women, so now what? “Build it they will come” is a great concept but unless you are ACTIVELY sharing your message and brand, life could get pretty lonely.

As you develop your marketing strategy you must focus on both PASSIVE as well as ACTIVE strategies. You need both and each enhances the results of the others.

PASSIVE strategies are more about drip emails, fliers, advertisements and using social media to consistently put your message and brand out there. Passive strategies are designed to enhance brand awareness and keep relationships warmed up. Passive strategies can lead to new business but it is a long, slow and lonely process without incorporating ACTIVE strategies.

ACTIVE strategies are phone calls, networking, face to face, speaking to groups. Active strategies are opportunities to engage in live conversations and in person. This is how relationships are built, they need to hear you, feel you, see you and make connections. Once you have initiated a new relationship it’s the passive strategies that help keep that relationship alive and warm until they are ready to act.

The moment you have developed your brand and message you want to activate both passive and active strategies simultaneously. Here are some real examples of what you can do to generate more leads:

Passive Strategies

  1. Email Launch: Roll out your new message and brand in 5 consecutive emails starting with:
    o Your new focus on women
    o Your story – why women
    o Your new compelling message
    o Invitation to your new event
  1. Engaging Drip Emails – Start dripping out fun, interesting and engaging emails that women will want to read. Market updates do not enhance relationships. They simply provide information that frankly, can be found in a hundred other places, even on your phone. Email out at least 2 female friendly emails each month consistently.
  1. Social Media – Posting on social media is essential for any advisor that does not plan to retire within 5 years. You don’t have to make it complicated or technical but simply focused on women. Re purpose your drip emails and post on social media. Some people read your emails, some read Facebook and LinkedIn. Consider our Engaging Drip Membership program as a monthly source for great content.

Active Strategies:

  1. Call every influential person in your database to share your new focus and brand over coffee. Keep it light, energized and NOT salesy. If you created a good message, they will become inspired to work with you.
  1. Host a focus group where you get to personally present your new message and process in person – these have been so successful advisors have hosted more than one selecting different people each time.  Create your own focus group.
  1. Host events for women – select one event that stirs emotions in women, avoids the use of charts and statistics and supports a more facilitative style of presenting that gets the audience talking.
  1. Speak to women’s business groups in your community – many groups are constantly looking for speakers for their upcoming meetings. By simply googling women’s business organizations you can email the contact person and offer your services to present your unique event that women love. Our Savvy Seminar can easily be adapted to a 60 min or 20 min presentation so you don’t have to learn something new and it continues your consistency of brand and message on women.
  1. Meeting with COIs focusing solely your new women’s practice and process – this is what will get the door opened when others can’t.
  1. Cold walking with Cookies – Sometimes you must get out and enjoy the beautiful day. Pick up some fun cookies in shapes of shoes or purses, have your event invitation or event calendar in hand and hit every store that focuses on women. Leave your calendars behind to be shared with other women

It’s the combination of both passive and active strategies that can have the greatest impact on your visibility, exposure, and ability to promote your value attracting more interest, clients, assets and revenues.

Pick a combination that works for you and work it. By focusing on just one or two active strategies at a time you can become more proficient, more comfortable and effective. It’s all about finding a process and strategy that maximizes your strengths and talents.

Are you taking the first steps to building a more female-friendly practice? Join the MWA, Masters of Women’s Advisory Certificate Program, today and Adri will help you create your personal story and a female-friendly practice that engages, inspires, and motivates women to become your client.

Do you have a true passion for supporting women? Are you ready to spend your days in a meaningful way that can make a big impact in the financial industry? Turn your passion for supporting women into a powerful career path. Take action by learning more and applying for the
Master’s of Women’s Advisory Certified Coach program.

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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?

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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 *

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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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