Advisors this Could Be Your Future, What the Heck are You Waiting For?

Let me take you for a quick ride into your future… You have officially become a certified Women’s Wealth Specialist. Every time you open your mouth you are gaining more attention and interest from everyone you meet.  Your conversations with complete strangers quickly turn into fruitful engagements. Your meetings and calls with clients go to a whole new level. For the first time EVER when y...

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

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 ...

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Male advisors get it and are “Kicking it”

Calling all Male Advisors. Women aren’t’ the only advisors who can build a highly effective and productive female focused practice. If you enjoy working with women, have a desire to make an impact on their future and have a deep respect for the challenges they face and the responsibilities women carry in life, then your ability to attract more women to your practice is truly unlimited. By...

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Female Advisors Kick ASSets with this New Model

I was a registered sales-assistant that was sought after by million-dollar producers, most would say I had a very bright future ahead of me, and then I quit and joined the Navy.  I’d had enough. Even though I loved the business of selling stocks and commodities by phone and serving great clients, in the early 80s the environment was toxic.   While geographically distanced from the antic...

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Why It’s Time to Reinvent Your Financial Practice

She built a successful financial practice but today everything seems to be sucking energy from her, draining her, making it harder and harder to get up in the morning, harder and harder to inspire new business. She planned for this phase of her life. 3 years ago, she incorporated a team as her succession plan but she is not yet ready to let go. She loves her business, it has been her source of ...

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This movie inspired my business success…

There aren’t too many movies that make me cry and it bothers my husband as I sit dry eyed while he is reaching for the tissues, but if you find me watching the movie “Rudy” you will see me ball. Crazy I know, it’s not a love story and isn’t designed to be a tear jerker but Rudy’s fearless journey to achieve his dream gets me every time. I can totally relate to the many challenges he ...

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For Advisors, results don’t get better than this

For Advisors, Results Don’t Get Better Than This

Isn’t this what every advisor aspires to? In preparation for our weekly coaching call Lisa a financial advisor in PA shared these results: Adri, I’ve brought in several new clients this year, worth several millions. I’ve got a pipeline of prospects & inquiries. I’ve been asked by several people to partner with them on my seminars / workshops. People connect with my story ...

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Why You NEVER Offer a Free Financial Consultation to Women

Why You NEVER Offer a Free Financial Consultation to Women

Women don’t want to be pushed or cajoled into a meeting, they want to know what is the purpose for the meeting, what will be required of them and what they will leave with. A free consultation is way to ambiguous, they don’t really know what they are signing up for much less what they will get out of the meeting and their underlying fear is that they will be pressured to sign on the dotted l...

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This is a Total Game Changer for Financial Advisors

Your authentic message can be a total game changer with your business. Not being able to articulate what you do in a clear and compelling manner totally undermines your value as a financial advisor. Every advisor is unique but  when asked “What do you do?” few are able to present their uniqueness and value. For many advisors their message feels uncomfortable, boring and sometimes eve...

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A Women’s Seminar Invitation that GETS NOTICED

To get attention from women, to get women to WANT to come to your event sometimes you have to go totally rogue. It’s not just the topic, nor the content but it’s the look and feel of the invitation that gets the results. When sending invitations to women whether it’s a branding event, qualifier event, specialty event or even educational workshop (see Seminars for the Financial Advisor...

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A One-on-One Presentation that Women Love

Building immediate trust with a woman is the key to building a highly productive and mutually successful client relationship. The foundation to that relationship begins in your very first meeting.  Whether she was a participant from your event, a referral from friend or client or perhaps you met her while networking, during that first meeting she needs to know you care about her, she want...

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How to Leverage Your Strengths as a Female Advisor

Why did you become a female financial advisor? Was it your dream as a young girl? Did you wake up one day and say “When I grow up I want to manage investments and people’s life savings? “ Or did you just fall into this career accidentally? If you are like 95% of the female advisors out there you fell into this position never dreaming this would be where you end up and sometimes wo...

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Unleash Your Strengths as Female Financial Advisor

As a woman you bring amazing strengths and talents to an industry mired in egos and less than ethical behavior. You have adapted to the more traditional business model succeeding even when the process and methods felt totally unnatural to you as a woman. Your business has been fueled by discipline, hard work and your sheer determination to succeed, yet underneath it all you know there is a bet...

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Simple Steps to a Total Wealth Management Practice

Total wealth management is dynamic and just as your client’s lives are constantly changing you need a system that systematically and effectively keeps up with those changes. Managing every aspect of your client’s financial lives is an ongoing process and can at times be overwhelming.  Without an effective wealth management system, important issues as well as important clients can slip thr...

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A GREAT Ad to Promote Your Financial Practice

I have a quick question for you.  . . What are your actions telling your female clients? Audi the luxury car company spent millions to promote this video during the Super Bowl where most of the listeners were men and it’s all about empowering women.  What were they crazy or just smarter than the rest of us?!? This video was shocking and effective and a GREAT lesson for financial advisors. ...

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Scripts Advisors Can Swipe That Get Attention

Advisors are getting powerful results when marketing to women and don’t think it requires a full business transformation in order to get results.  Female Friendly drip emails that are written by women, focused on what’s important to women can re-engage existing clients, inspire more referrals and actually generate a response from both genders. Think about it, when was the last time your ema...

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Advisor fees decreasing and workload increasing; a new option for you

The new fiduciary rules your role as a Financial Advisor are more than just making investment recommendations. With fees decreasing, Advisors are now asked to add more value and make less. Your focus in 2017 must be about adding more value. Value that goes beyond just the investments, which takes more time and energy, you now must do more and make less. But what if you had a process that reduc...

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9 Easy Ways Advisors Launch Their Focus on Women

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 m...

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Want more Female clients? This is what you need!

Many advisors think it’s enough to read a few articles on how to connect with a wealthy female client……but let me assure you, that just won’t cut it! Remember, women can smell lack of commitment a mile away. And wealthy women are especially adept at screening out people who are attracted to their money.If you waste your time dabbling in the women’s market, you will just dilute your p...

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3 Ways to Motivate Women to Take Action

In the new era of women and millennials, Financial Advisors must embrace a new model that is more personal, makes the advisor more approachable and inspires and motivates potential clients to act.   Selling skills still have their place but manipulative, high pressure tactics are out. The instant a woman feels the sale is more important than her needs she’s out and chances of reestablishing ...

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Why These Female Advisors Get Emotional

As I walked off the stage women would look me straight in the eye and say “Thank you!” Not the obligatory thank you for making a good presentation, these “Thank you’s” go so much deeper.Some walk right up to me and share their appreciation with a touch, others mouth it as I walk by.They know I am their ally, I understand their challenges and am willing to be their voice and fight for the...

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The Year You Focus Your Business on Women

You want to focus more on the women’s market as you know this is a treasure trove of business but you’re not sure where to start or what to do first.   Follow 6 steps to focus your business on women: You need a story – why you care about women: Thru personal coaching will help develop YOUR personal story that will have the #1 biggest impact on attracting new business (from men and wo...

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As A Female Advisor, If I Lost My DRIVE, Have I Lost My EDGE too?

I have been competitive since I came out of the womb, or at least as far back as I can remember.  As I grew my drive and desire to compete and BEAT the competition (no matter the environment) drove me, and in many ways served me well.   But now that I am choosing to let go of the hunter/warrior inside me, depending less on my learned qualities and more on my feminine strengths have I lost my ...

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Don’t Let One Jerk Derail Your Focus On Women

This is the time of the year to be thankful for our families, our business, our clients and the successes we’ve achieved. I’m thankful for all of you and look forward to meeting and mentoring even more of you in 2017 (see below for more details on this!).   One of the things I’m not thankful for….people who try to stop others on their road to success.  One of my own cl...

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A Coaching Opportunity for Advisors Passionate about Women

I’m excited to announce that we are rolling out a brand new program that’s going to have a global impact on the women in finance, and could totally transform your life!!!!Most of you know that my passion is to change the financial industry to be more appealing and inclusive of women. That is where my passion lives and that vision inspires me each and every day. But I need your help. Over the p...

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Why Inspiration Trumps Accountability

When you need to have accountability, there is something missing inside of you. When you are inspired and your purpose and passions are working together you won’t need anyone to help you move forward.  That’s what happens when I help advisors focus on the women’s market, it’s not just a simple strategy it’s truly a transformational experience that inspires, energizes and re-engages th...

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What happens when your passion and purpose collide Part II?

Click here to read Part I.As I look back on these periods of my life I see a distinct pattern. Each time I was in a position to build and lead a team combined with the ability to support and inspire women.  Sometimes these experiences last years, but in most cases life gets in the way and changes your path sooner than expected. Or perhaps it’s just a moment in time, a short period here and ...

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What Happens When Your Passion And Purpose Collide?

How to define your Purpose and Passion as a Financial advisor PART IThere are moments in our life where everything is working like magic. Life seems amazing, even challenges present an opportunity to excel. Looking back, this is a time in your life when it seemed everything you did worked, when God and all the energies of the universe were working with you, moving you forward. It is in these momen...

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Do you know what women want from your practice?

Women’s Seminars That Turn Women OFFOK Really? It’s 2016 and I just reviewed a women’s retirement presentation designed by one of the top broker dealers in the country. My blood is boiling. It looks no different than a retirement presentation hosted in the 1980’s to address men and retirement, the only difference is the statistics have changed and they have added new women stats.  It was ...

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Is Your Career Your Real Passion?

He is a million+ producer with a team of assistants to make his business run smoothly. He reached out looking to focus on women and the divorce market…or so he thought; he ended up getting so much more. From the moment we met and started working together I knew he was different, he was very authentic, cared deeply about his business and was sincerely interested in seeing his team of young women ...

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What is Your Real Mission as an Advisor?

OK, so what is your REAL mission? Every financial advisor I speak to wants to help people, they see this as their true calling and what makes them unique; but the real question, the source to unlimited success is understanding WHO you really want to help and WHY?These are not simple questions and the answers require some digging and soul searching; but the results are what define you, propel you, ...

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Ignite your business growth NOW and for generations to come.

Both male and female advisors around the country are thriving since participating in the Masters of Women’s Advisory Certificate Program. Join my call on September 28th to learn more about what the MWA program entails and how it will impact your business growth!Ignite your business growth NOW and for generations to comeWhat: Free LIVE Q&A TeleseminarHost: Adri Miller HeckmanDate: Thursday, S...

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Are You Ready for The Keys to the Ladies Room?

Marketing to women is not only the most lucrative demographic since the onset of the baby boomers, but the transformation you’ll undergo as you develop a female-friendly practice will bring unbelievable focus, clarity, and conviction, all of which have the power to draw better, more highly qualified clients to your business.Using The Keys to the Ladies Room model as your guide, everything you do...

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Three-Step Guide to Dramatically Transform Your Conversations with Women

Which option would you choose to transform your relationship with affluent women?The challenges many women face when it comes to money are far greater than just the dollars and cents. The issues often run deeper, creating an underlying issue that prevents growth and financial confidence. Until women understand their attitude and relationship with money, they may continue to struggle in their desir...

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When Marketing to Women, Don’t Be Like This Advisor

Do you know this Advisor?  He must have slipped through. I thought these guys were extinct, but I guess I was wrong. I thank God he is just one of a small number of advisors who still adhere to the traditional sales skills. On top of that, he certainly needs to learn how to work with women, because the way he spoke to me, I would never do business with him nor would I ever refer my clients to ...

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What if you’re different than the typical industry advisor but can’t articulate how?

You know you are different than most Advisors and you don’t want to be considered typical, in fact you loathe the typical advisory process and often try and distance yourself.You care deeply about your clients, are highly ethical and totally committed to taking your clients on a journey that will lead to financial freedom.You know you are different than the typical industry advisor but can’t f...

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It Only Took 2 Months To Reach Her 6 Month Goal

She just landed a $3,000,000 account and it was effortless, that’s when she knew her marketing to women approach was working. She started with no database so working together we developed her highly compelling and authentically focused message, she was quite clear she wanted to focus on women.  She knew she needed to add more leads, connections, and potential clients to her database as this wou...

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How Marketing to Women becomes a Fountain of Growth for Advisors

    A handful of advisors have found the ‘Fountain of Growth’ for their business. They have found a way to maintain a high level of energy and enthusiasm for years, an internal program that immediately gets results and increases with time, along with a strategy that is not only enjoyable to implement but attracts more referrals consistently with no extra effort. We are all looking for...

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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 referra...

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3 Advisors, 3 Scenarios Getting BIG Results

 You too can have BIG results like the advisors below:In less than 3 months Monica transformed the direction, focus and enthusiasm for her business, she had no idea it could all happen that fast.  She had built a great practice and was well respected as an Advisor at Morgan Stanley. She knew she loved her job but something was missing.  She lacked motivation, her daily routine had become ju...

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Financial Advisors: How To Close With A Softer Touch

‘Closing the deal’ is a term that makes many advisors blood curdle and often creates internal conflicts especially for women. Traditional “closing’ skills feel high pressured, manipulative and calculated with little focus on the needs of the client and totally focused on racking up new accounts and more production for the advisor. While it seems it is the only way to get the business t...

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Financial Advisors Learn Why Women Find Money Boring

What if I told you that women aren’t dense about money… they just find it boring. Starting at an early age male and female brains develop differently.Young girls begin shifting outward, craving more interaction, relationships and communication aspects that are not necessarily associated with solving mathematical problems or waiting or beakers to boil. Thus from an early age math and science (r...

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Ask Adri: How do I get qualified referrals using a script?

Dear Adri,I want more referrals and am hosting my first women’s event as a way to get more introductions and referrals from existing clients.  In the past I’ve asked clients to bring a friend but that approach doesn’t seem to generate the quantity and quality of leads I’m looking for. What is the best way to inspire them to actually bring someone that is appropriate for my business?-Looki...

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How She Did a TOTAL REBRAND in just 1 ½ Days

She was a half million-dollar producer and chose to leave her clients and the safety of a big firm, to rid herself of a toxic professional environment.  Her partnership had become challenging and less than motivating, the limitations imposed on her vision of what could be sapped all her energy. One day she realized this is NOT what I signed up for.  It was time to make a BIG change. Due to partn...

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Financial Advisor Asks: Can women be a secondary market for me?

Dear Adri, If I want to focus more on women do I have to make it my complete focus? What about all my existing clients, if I start marketing more to women will I alienate the men. I see the importance of focusing on women just not sure what’s the best path for me to take. -Signed Ready to focus Dear Ready to Focus, The beautiful aspect of the women’s market is that it can be a primary OR s...

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Ask Adri: How to help women embrace my investment strategy?

Dear Adri, When working with women I want them to really understand the investment decisions they make but it seems when I try to explain our investment process why we invest the way we do their eyes get glossy and they shut down. In fact, they are even hesitant to ask questions. How can I make this part of my presentation easier for women to digest and embrace? Signed, Feeling too technic...

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3 Strategies in Just 3 Months that Get GREAT Results

3 Strategies in Just 3 Months?Whether you intend to create a female focused practice or want to create a female program to compliment an already thriving practice you need 3 tools: Your Story “Why you care about Women”, a Compelling Message that connects with women and a Female Friendly Marketing Strategy that validates your commitment to women.  By incorporating these 3 tools you can turn tr...

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An Investment Philosophy that gets Women to take action

Women have many questions: Why you care about her? Why you do what you do? Why you make the investment decisions that you do? Yet most advisors, even those who claim to be Women’s Wealth Specialists, tend to drown women (and sometimes men) in long winded explanations of their credentials, experience and investment process.  Many advisors think words such as, ‘asset allocation’ an...

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One Simple Thing Financial Advisors Can Do To Attract Women Clients

Don’t you get bored doing the same old thing day after day, month after month, year after year? Granted routine is nice but maybe it’s time to really have some fun with your business. When you approach your business focused on what works for women, that need to be stodgy and impress them with your professionalism falls away. You don’t have to worry about not looking or acting like the most s...

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Finally a compelling intro script that gets amazing results

While your story is the heart and soul of your practice your “Compelling Introduction” focused on women is what makes your message come to life.  A good Intro script is authentic, intriguing, alluring yet very REAL (not false and fabricated like the elevator scripts of yesteryear).  A Compelling Introduction focused on women defines your motives, process and true intentions in a way that ins...

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