Female Advisors Must Work Hard and Long Myth #1

Myth #1:You must work hard and long. As professionals in the financial world we were all taught you must work hard and put in long hours to succeed.  I always hated hearing “You have to pay your dues first.” What? Why? If I can find a better way, a faster way that works for me why do I have to follow the path of others? Let’s face it when we joined the world of advisors we were su...

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An AMAZING New Program for Female Financial Advisors

I’m excited to announce an extraordinary new live workshop  designed specifically for female financial advisors that is radically different than anything you have experienced before especially in the financial industry. If you’re like most female advisors that I coach you are driven by your passion for the business, desire to make an impact in the lives of others and your sheer dete...

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There Is A More Effective Way To Succeed As Women Advisors

As a woman you bring amazing strengths and talents to an industry mired in egos and less-than-ethical behavior. You have succeeded by adapting to the more traditional business model even when the process and methods felt totally unnatural to you as a woman. For some, you were destined for the role as a financial advisor from an early age.  Supported by parents and others who encouraged you...

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Your Desire to Vent and Complain is Just a Tactic to Not Move Forward

Let me tell you negative talk get’s you NOWHERE.  This tends to be an issue more with Female Financial Advisors than their male counterparts.  Women LOVE to beat them self up, they struggle to give themselves credit for success, they either call it luck or dismiss it all together (trust me I struggle with it too.) But sometimes I have to put the kibosh on this attitude.  When asked, ̶...

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A new model that is designed for women and the next decade of business

Advisors by now you must recognize the women’s market is a very viable and essential opportunity for the growth of your business. Here’s the problem. The traditional model of prospecting selling and closing is failing you. You see women don’t like to be prospected, they don’t want to be sold to and they don’t want to be closed on. That’s why we have created ...

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I built a good business, why can’t I just keep doing what I’m doing and be successful?

  Let’s dive into the  third myth that holds back advisors from creating a successful female friendly business model. (Read Myth 1 & Myth 2) Myth #3: “I built a good business, why can’t I just keep doing what I’m doing and be successful?”  Well let me tell you something, women have created a paradigm shift in the industry. You̵...

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Can A Male Advisor Compete in this Female Space?

  Let’s address myth number two (see myth one) which prevents advisors from capitalizing on a female focused practice. Can a male advisor compete in this female space? (female advisors be ready). Well the answer is, both male and female advisers can compete in this space equally. As a male or female advisor you must be able to connect with women in a way that is contrary to ...

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Advisors You Are Denying Yourself Prospecting Opportunities

  If you’re concerned that by focusing on the women’s market, you will turn your clients off and deny yourself other prospecting opportunities, you couldn’t be further from the truth.    Let me tell you my story. When I was a financial advisor in Newport Beach, CA I intentionally focused on the women’s market to build my practice. It didn’t matter who I was...

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3 Beliefs that Continually Hold Advisors Back

During the month of August, I will be sharing a series of emails on a program that we’ve developed that will allow you to grow your assets, inspire more referrals, create a female friendly practice and dramatically reduce your potential for attrition going forward. And the best part…. you may never have to prospect again. I know this process works because I used this same process to b...

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How to Grow Your Financial Practice Like a Successful Winery

You are probably wondering how wines apply to building a financial practice so let me get to the point. The wine business is highly competitive like the financial advisory practice. In Napa Valley there are over 600 wineries likewise I’m sure there are hundreds of financial advisors in your area as well. They all have wines but some are boutiques and have highly defined niches with limite...

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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 sci...

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5 Email Templates to Swipe for Financial Advisors

  Here are some suggestions for you to ensure that you reap all the opportunities that your business can support.   By leveraging female friendly content, accessing business building tools and learning how easy it is to increase your business growth you will attract more assets, appeal to women and generate referrals without ever leaving your office! While a phone call, face-to-face opportuni...

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The most lucrative demographic since the onset of the baby boomers

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 yo...

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A Coaching Checklist – What you can accomplish

Every coaching program is different and there are thousands to choose from, how do you determine which one will provide the greatest impact on growing your business and enhancing your life? As a former advisor I too used a coach even before business coaching was popular, while I gained some value in the process it was more about the structure and accountability, not really things I needed. I r...

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The Perfect Event Combination to Attract Women with Money.

Women are leery, that’s the bottom line. And women are not stupid, when they get an invitation to a nice event free of charge they know you will want something from them, or at least that is what they are thinking.  But when you charge for an event, when a woman is asked to invest in herself and pay for your value, well now you are singing a whole new tune. There is tremendous value in prov...

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How to Gain Her Trust (and His) Faster Using Cliches’

Women have many financial questions and while they nod their heads and may say they understand what you are saying they will often leave your office feeling more confused than when they walked through your door.  Now don’t take this personally, it’s not really you it’s more about how we have been taught to address their concerns and the solutions we provide.   Most of the questions wom...

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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 yo...

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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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