Advisors This May Sound Harsh and It May Be True For You Too!

May 11, 2017

I am about to say something that may sound a little harsh, but it’s true and it needs to be said...

If you say you focus on women then either put up or shut up because women can see right through you.

It’s true! Women are already leery of advisors, questioning what you say and whether you are trustworthy from the start. So many advisors claim they focus on women when their process is no different than every other advisor. Is this you too?  

Women want to see that something is different about your practice and just having a “way” with women isn’t enough, there must be something more, something sustainable and tangible that is evident from the start.

It has been proven that women want an advisor that is truly committed to serving their needs.

Just because you had a good relationship with her husband, father, brother and even son does not give you a hall pass, not today.  To capitalize on this rapidly growing group of affluent women you must incorporate a new approach, message, model and process that instantly attracts women while appealing to the men in their lives.

Women today want more from her advisor and it’s time for you to deliver.

That’s where we can help. Incorporating our Masters of Women’s Advisory program, in just 8 weeks we can help you totally transform your practice to one that is authentic, female friendly and highly effective.

Whether you are a male or female advisor the benefits are real, read what past participants have shared:

Adri, I’m getting such unbelievable mileage out of the MWA class. I now have a focus and a joy I don’t think I’ve ever quite experienced before as a Financial Advisor. Thank you SO much!!!

-Nancy B. Fellinger, CFP at Wellspring Financial Advisory Partners

Adri’s Masters of Women’s Advisory course did something that I didn't think could be accomplished  – it made me excited about this business again.  Adri does a wonderful job of breaking down the traditional walls and helping you not only see things in a different way but also in helping you rediscover your purpose. I never would have thought that after just 1 call a week for 7 weeks that I would be able to completely retool my practice – from defining who I am and what I do to creating a marketing strategy, peripherals and developing an investment philosophy that people can actually understand.

- David Fink, CFA, CFP, Regional Vice President of Halliday Financial

Our next class starts soon! Join the MWA, Masters of Women’s Advisory Certificate Program, today and Adri will walk you through every step of the process, help you create your compelling introduction and develop a Female Friendly practice that engages, inspires, and motivates women to become your client. Enrollment for our class is now open; learn more about this 8-week training program today!

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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 *

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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