Category: Female Centric Business

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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 nurture email program and dynamic follow up process can capture 25% more business without you ever leaving your office. If every person you know, friends, family, acquaintance...

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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: 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 immedia...

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10 Do’s and Don’ts when Hosting Seminars for Women

  Seminars for women are the ultimate client attraction tool for financial advisors. Just one engaging seminar can put you on the map as the go-to advisor for women in your community, and have a major impact on the growth and sustainability of your business. Advisors who follow my 10 Do’s and Don’ts will strengthen existing client relationships, immediately attract new women t...

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How female friendly is your process? If it’s not a “Tiffany Box” experience you are losing her.

There was a LOT of chatter in my office today. All the business owners in the building were excited about this weekend. Well actually it was only the women who were all a twitter because we are getting new carpeting! Woohoo, for us women this is BIG. Knowing the end was near, we all shared our disgust with the current carpet. Every day we walk in to the building and have to see this old, st...

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Advisors Earn the Trust of Women Faster with Your Compelling Message

Being an advisor focused on women is challenging and risky. And as pressures rise from women asking for more, advisors are tempted to lean into their traditional training in order to win her business. But if you want to show women you truly care, you must have a compelling message. Your compelling message needs to define your motives, process and true intentions in a way that inspires immedia...

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Never be that forgotten advisor! How to become the advisor people call when they have money to invest.

I just finished a call with one of my clients, in the past two months she has brought in close to $30,000,000 and it was not just one big institutional accounts. She received calls from two different families which totaled $27,000,000 and one family immediately gave her a referral of another $3,000,000.  That’s $30 million in just two months and the business just fell into her lap! Most a...

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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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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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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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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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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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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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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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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. You’...

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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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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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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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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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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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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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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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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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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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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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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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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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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...

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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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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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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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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...

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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...

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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...

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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...

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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...

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