How to Become America’s Most Wanted Advisor. . . for Women

Register for Adri’s webinar: adrimillerheckman.com/webinar  Women are leaving their financial advisors in droves, especially after losing a spouse, and quite frankly they won’t tell you they aren’t happy. . . they just leave. But what if I told you that as an advisor, affluent women are searching for you right now, they just can’t find you. Women are desperately seeking a finan...

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When Markets Tumble, Don’t Let Your Female Clients Leave

When markets tumble all clients get anxious but for many women volatile markets undermines any sense of safety and comfort, creating fear and unrest.   For many women they lack the years of experience managing their investments to understand the natural volatility and investment cycles. With this lack of experience women want more assurances that the decisions they have made were the right dec...

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Financial Advisors Step-by-Step Guide to Creating a Compelling Message

All the training and research tells us our clients are more than willing to give referrals, but they don’t. Today I’m sharing with you another powerful process for generating referrals: Creating an authentic compelling introduction. The thing is, generating referrals is not just about asking. A solid flow of referrals starts with a solid marketing plan and clear message. I cannot stress th...

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COI Script & Strategy for Financial Advisors

Centers of Influence (COI’s) can be a valuable source of ongoing referrals and all you need is a few good sources to keep your referral pipeline full. The challenge is that every other financial advisor is reaching out to these same professionals for referrals. How do you set yourself apart? Today I’m giving you my simple process and the script to build a network of COIs who will suppor...

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Advisors, Women Just Don’t Trust You (Yet)

It’s become common knowledge that women are the largest and most lucrative market for advisors today. But what many advisors don’t realize is that to build trust with female clients and prospects requires more than just good eye contact, your warm handshake and some new open-ended questions. Your messaging, process, tools and strategy must become female friendly.  Before women care abo...

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Advisors are Capitalizing on 3 HUGE Shifts

Women are not just an up and coming market they are having a tremendous impact on business growth for financial advisors. At Adri Miller Consulting we have spent 20 years helping advisors attract more affluent women so why did we feel the need to up our game and create the femX Advisor program now? Because women are quickly evolving and the financial industry is not. In the past 5 years I ...

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Reignite Referrals with our NEW Script

You have heard a multitude of presentations on how, when and where to ask for referrals, but personally asking someone for a referral always felt wrong.   When was the last time your dentist asked you for a referral, or your divorce lawyer?  People automatically give referrals when they are inspired and motivated by what you do.   The real underlying problem is most people really don’t k...

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Bored with prospecting? Ready for something better?

Bored with Prospecting? Ready for Something Better?

Are you bored with prospecting, selling and closing and looking for something new that makes growing your business more fun, more effective, and more fulfilling? Becoming a female friendly advisor with our femX process establishes your foothold as an innovative, gender balanced, generational friendly advisor for the next decade. As femX advisor everything you do has a greater impact. . . ...

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Advisors Must Tread Carefully, the Gender Game has Changed

The surge of sexual harassment cases is heightening the need for femX advisors.  Women are less tolerant than ever before and to just assume your female clients are happy is ludicrous. If you think just being a nice person is enough to attract and retain your female clients, you may be highly mistaken. Today’s woman is more discerning. You must assume the moment a woman meets you she wil...

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Being Appreciated as an Advisor has Never Been Easier; Here is How

  Knowing your work is adding value and is totally appreciated has never been easier, when you become a female friendly advisor. The growth of affluent women has opened the door to an opportunity for female friendly advisors to achieve personal greatness beyond their wildest dreams. There has never been a market that is. . . desperate for what you have to offer willing and eager t...

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Unique Prospecting Script Attracts High Net Worth Men

By marketing to women, my biggest clients and most lucrative referrals sources became men! This is happening for a select group of advisors who truly understand the women’s market -these are the femX Advisors! Let me give you an example of how this could work for your practice. Unique Prospecting Script Attracts High Net Worth Men Male Prospect:  So what do you do? femX Advisor: I ru...

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How FemX™ Advisors Inspire More Attention From Women.

FemX Advisors who shift their marketing and communication strategies to appeal more to the women’s market immediately inspire more attention from women, gain more respect and appreciation from their husbands and simply attract more new clients of both genders. That’s just how it works and how easy it is. You don’t have to make major shifts to generate an impact. Some FemX Advisors focus ...

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How to Market Financial Services to Women (Without Alienating Men!)

Please join us for an exclusive webinar with special guest Claire Akin, from Indigo Marketing Agency. Both Adri and Claire are former advisors and share great insights as to how to market to women and get results. Register now: Free Webinar on How to Market Financial Services to Women (Without Alienating Men!) During this call we will share with you… Adri’s step-by-step propriet...

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This Female Friendly Advisor is ON FIRE with No End in Site

Stop searching for the latest and greatest idea to grow your business, all you really need is an authentic, compelling message. It took Janet 5 months to commit and finally get it… and now, she is on fire.  Everyone she speaks to is so interested in what she has to say, they keep asking for more. Here, is yet another example of what will happen the minute you start using your compelli...

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How I Converted MEN to My Women’s Practice

As a former financial advisor I was considered a bit of  a rogue, I was determined to build my business using my purpose as the foundation, and it worked. I was trained by Smith Barney in one of the best,  most extensive training programs on Wall Street, but I had my own vision of what worked for me and I would not relinquish my passion and purpose. I wanted to serve the wealthy women in Ne...

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Female Advisor WON Forbes Best Idea: Attracting Women by Empowering Women

She won the best idea contest! Out of hundreds of financial advisors she was the only woman out of 10 advisors that presented a best idea at the Under 40 Forbes conference… and she WON.  She will now be featured in an article with Forbes, not to mention the sense of confidence she walked away with. When this opportunity was presented to her by her firm she wasn’t sure what to present,...

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Learn to Speak “Women” and Win Big – Take the Quiz

Women focused financial practices are popping up all over the country. Five years ago female friendly practices were few and far between, but today the momentum is growing rapidly. Female advisors are quickly staking their claim as a natural market, but male advisors are making serious progress appealing to and attracting more women of wealth.  The stakes are high and unless you plan to retir...

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Advisor Went From $0 – $22 Million in Just Over a Year

When she first reached out to me for coaching she was still reeling from a severe non-compete with her former firm. Her options were simple but not easy…start all over. While the thought of rebuilding her financial practice again from scratch seemed daunting a small part of her liked the idea of starting fresh, she had a blank canvas. This time as an independent advisor she could make he...

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He Lost Her at “Hello” – How Advisors should NOT Behave with Women

This is a perfect example of why affluent women are NOT happy with the financial advisor experience. My husband and I were enjoying a nice dinner when an old friend of my husband and his son stopped by our table.  He was well dressed, almost a bit too polished for the environment. He and my husband had attended pharmacy school together.  Within the first 30 seconds this man quickly shared tha...

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Two RED FLAGS that Slow Business Growth

Business growth is not just about competency, it’s about being able to articulate what you do and why you do it in a way that is clear, compelling and repeatable. There are two red flags that quickly indicate the marketing aspect of your business is holding you back. Before I even begin my coaching process I ask every advisor  “Why should I do business with you?” they all struggle to de...

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She Raised $9 Million in 6 Months

She came to me with a unique vision of what she wanted to create as a financial advisor, her passion for this vision was clear but the picture was quite fuzzy.   What she wanted to accomplish was so contrary to what the industry teaches that her unique vision was muddled by traditional stogy concepts. It took a good deal of coaching, brainstorming and peeling the onion to uncover and reveal he...

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Advisors are Making the Switch and Profiting From It

I get it, making the switch is hard but the impact on your business will be AMAZING and totally worth the effort. It’s not physically hard it’s often mentally hard, but when you make the shift everything in your business becomes easier.  Your activities will become more purposeful and you will become way more productive and profitable.  Once you can overcome the mental roadblocks, former p...

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How to Turn a Resistant Prospect into a New Client

We have all experienced that prospect who expresses a desire and commitment to move forward but continues to procrastinate. Based on their interest you continue to follow up but get little to no response.   You often begin to doubt your value and question your presentation skills. You leave phone messages and send follow-up emails, however, overtime you start to feel like a stalker. But what a...

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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 h...

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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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