Category: Female Centric Business

Array

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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 ...

read more

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 ...

read more

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...

read more

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...

read more

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 ...

read more

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...

read more

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...

read more

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 ...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

10 Steps to a Successful Women’s Focus Group

Your female clients are poised and ready to help you become more effective at engaging the female client; all you have to do is ask. You can reach out one by one or create a group setting which can be even more effective at gleaning valuable information and potentially new leads. In a group setting by simply asking the right open ended questions the women will immediately begin sharing their th...

read more

Warm calls are easier, here is how [script included]

Making effective warm calls today are so much easier than in the past. You’re probably thinking, “How can she say that?” But it’s true.  In the past you needed to create a script that was filled with professional language promoting yourself and your practice, in many cases it was a mouthful, something you had to memorize.  It was impersonal and difficult to get through.  Today all you h...

read more

How to Accelerate Growth with Women in 2016

Would you like one of these stories to be your story?She closed on a $12,000,000 account by focusing on his wife.He landed a $10,000,000 account by sharing his story “Why women”.She generated 4 leads from her 401K presentation to men with a topic about women.He gained a 90% appointments from his seminar by saying “Ladies I want to hear from YOU.”She generated 2 HNW appointments from a netw...

read more

Why the Women’s Markets can be Dangerous for Advisors

Without a feminine compass, venturing into the lucrative market of women and wealth (while necessary for growth) can be dangerous, especially for male advisors.  Over the next decade, women will be the recipients of the greatest transference of wealth in our nation’s history.  While this shift presents an enormous opportunity for financial advisors, statistics tell us women are not happy wit...

read more

How a Woman’s Topic Inspires Referrals from Men

With 80% of the audience men she wasn’t sure how her presentation about women would be received. To add to her angst this was one of her 401K clients and she hoped they would not be offended. Her topic of choice “5 Critical Financial Tips for Women” was by no means playing it safe and she worried she would lose the majority of the audience. But her worries were unfounded. Following her prese...

read more

Training Model for Financial Advisors that Get’s Better Results

I stood in front of a room filled with 100 female advisors, they were attractive, smart, qualified and dedicated to their career. I was reminded how far women had come in the financial industry. These women (most younger than I) were all hired because of their skills, qualifications and ability… as for me I was hired because the industry was forced to hire women. Due to a class action suit i...

read more

Why Goals For Woman Can Prevent Success

For women success is not simply about setting goals, most women are driven by something deeper, something that inspires a passion and energy where the financial rewards are simply the bonus for doing meaningful work. Yet as advisors we were weaned on goals, constantly focused on tracking assets and production. We were taught to believe that without setting financial goals we would not succeed as a...

read more

The Femolution Revolution; Why Advisors of BOTH Genders Love It.

They love it, it doesn’t matter whether they are a male or female advisors, estate planning attorneys, or the CEOs of a major firm; they all agree they need to focus more on the women’s market. When I am able to show them a new business model that has proven to attract more women to their business, they love it, especially when they learn that same business model does a whole lot more than j...

read more

3 Compelling Reasons Why Focusing On Women Attracts More Male Clients

It’s time we gave men some credit where credit is due and I’m not just talking to women. Just about every advisor (male or female) who works with me to create a more female friendly practice is afraid to take it too far in fear of alienating the men, yet in most cases the opposite occurs. When you redesign your practice to appeal to women you inspire more interest from men. Here a...

read more

5 Keys to a Powerful Prospect Presentation for Women

A typical client presentation comes with charts highlighting asset allocation, bio’s touting licences and accomplishments none of which really tells the prospect who you really are and what you believe. In fact the only real differentiating factor between presentations is the name of the Financial Advisor. A good prospect presentation must validate who you are and WHY you do what you do...

read more

How I Would Build a Financial Practice Today

If I were to go back to being a Financial Advisor and had to build my practice from scratch, I would most definitely apply all the skills and strategies I teach. Here is exactly how I would build a Financial practice today: Being that most of my network are already Financial Advisors, I would have to start developing a database from scratch. Unlike many women, I have never been one to join loca...

read more

Two Marketing Points Financial Advisors Must Understand to Avoid Failure

There are two things I believe from the bottom of my heart, mind and soul: 1. Women are one of the most lucrative markets for any Financial Advisor who learns how to connect, communicate and educate women. 2. A consistent drip email program and dynamic follow up process can capture 25% more business without you ever leaving your office. Consider this: If every person you know, friends, f...

read more

Financial Advisors Are Asking: “Why Should I Be Marketing to Women?”

If you didn’t change and adapt you wouldn’t be here today. In the 80s, we went from stock broker to financial advisor, the 90s from transactional to fee based business. The 2000s combined banking and financial services. The next shift has already started. The question is are you ready? Women are quickly becoming the most lucrative market for any financial advisor looking to grow their busin...

read more

Women and Finance: A Simple Blueprint to Attract New Clients (Men & Women)

OK, you get it, women are becoming a force to be reckoned with. You have heard the stats and recognize why women will dramatically influence the growth of your business going forward. Now the question is HOW DO I DO IT! Women can be complex creatures, I know, because I am one; sometimes I don’t even know why I feel and act a certain way (which drives my husband nuts). While you may never tota...

read more

A Purposeful Process- Video on How to Attract Female Clients

Keys to the Ladies Room Video Series: We all know women are multi-taskers and as a result they require systems and processes to make their life easier and more efficient. Women want the same from you. In most cases working with a financial advisor just adds more work to their already busy lives and they rarely incorporate a process that actually helps women become more organized and efficient w...

read more

Keys to the Ladies Room Video Series: Attracting Female Clients

Step 2: Mars vs Venus To create a female friendly practice that attracts more women and generates 3 x more referrals you must understand the difference between men and women. Understanding how women think and process information differently can add tremendous value to your approach with women. There are really two key components that you must grasp: You must recognize women’s strength...

read more

Female Advisors Have the World by the Tail

 While female executives continue their struggle to climb the corporate ladder, female financial advisors have free rein with unlimited upside earning potential and a flexible schedule.So, why do female advisors continue to lag behind their male counterparts in terms of production?  While there are many factors assumed to contribute to this disparity, after coaching thousands of advisors I s...

read more

Female Advisors are drowning in Testosterone!!!

Ladies we need to pump up the estrogen instead of drowning in testosterone. This past week I had the opportunity to coach two new female advisors, they were both just a year into production and working at Merrill Lynch. These women did not know each other, lived and worked in completely different parts of the country yet they could have been twins as their issues and experiences were identical (...

read more

As a Female Advisor how would you rate yourself?

If I asked you to rate yourself on a scale of 1-10, 1= you never do administrative work 10=you spend 100% of your day doing admin work What number would you give yourself? When I start coaching a client (male or female) I will first ask what they hope to accomplish with their business and then I ask what needs to happen so that they can accomplish this goal.  9 times out of 10 the one thin...

read more

Would this make you cry as a female advisor?

Last month I started coaching a team of advisors, two men and a younger woman named Meg.  As I read through each of their welcome kits it became immediately apparent that the two men were very progressive, making sure they were balancing their time and lives while building a quality practice.  Meg on the other hand was overworking herself, sacrificing her family time and rarely if ever taking ...

read more

As a Female Advisor Who Are You Accountable to?

I can understand why women struggle to rise and succeed in the corporate world but why the number for female financial advisors is struggling is beyond me.  Women in the corporate world must learn to play the game by the man’s rules.  While female financial advisors do not have to play by these strict guidelines they constantly act like they do. As a female financial advisor the only ...

read more

Are your Emotions Driving your Business Decisions?

Last night my husband and I were talking about the principles we want our kids to focus on. They are now all young adults from ages 19 – 24 and all venturing into a new phase in their life. This was not an easy discussion as we constantly allowed our emotions to impact our thoughts but after about 2 hours our discussion became quite fruitful. We realized we want all our children living a H...

read more

Don’t you hate those Female Advisors’ who make Success Seem so Easy?

I have a friend, a female financial advisor who makes success seem so easy.  She is always smiling, she works through issues with a smile on her face and her production keeps going up.  As a young new advisor I would watch her trying to emulate all the systems and processes that she incorporated into her business.  But what I have learned through my years coaching female financial advisors is...

read more
free gift value statement
Subscribe to Articles
Enter your email address to subscribe to Adri's articles and receive notifications of new posts by email.