Category: Female Friendly Advisors


Women Clients: 3 Simple Truths and 10 Simple Strategies To Engage Them

Making small but progressive changes to your practice will validate to women that you care and respect what is important to her. When she truly knows you care about her she will become your loyal raving fan (and so will her husband). 3 Simple Truths About Women For most advisors the future success of their business will be determined by women. The number of wealthy women inves...

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What Financial Advisors Must Consider About Podcasting

Podcasting is the new marketing strategy for financial advisors that provides a multitude of benefits, for the right advisor.   The key is knowing whether podcasting is the right path for you, and what you need to do to make it fun, energizing and highly effective at growing your business. 10 questions advisors must consider before podcasting:  Why are podcasts so big right no...

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4 Steps Financial Advisors Need For Effective Nurture Emails

The energy financial advisors used to put into making cold calls should now be used to develop a compelling marketing strategy. (Read why nurture emails are SOOOO important to growing your practice.) An effective strategy can be easy and powerful especially when you follow these simple steps. 4 Steps Financial Advisors Need For Effective Nurture Emails: Consistency is Key: Select one or two...

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Attract Women Ready to Invest with this Perfect Event Combination

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 provid...

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Advisor’s Business Growth is Off the Charts and the Answer is SO Simple.

“I have so much business coming in and I’m having too much fun I’m almost feeling guilty!!” Amy is kicking butt with her business and she has never worked less. No really, it seems the less she works the more business seems to come in the door. So what created the shift for this advisor? She found her purpose and then she gave herself permission to do everything her way. She is now openi...

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Why She is Finally Getting the Attention She Earned Years Ago

She spent 15 years building a fabulous business as a financial advisor surpassing a million dollars in production. While she earned a place of respect within her company, she didn’t get the recognition and attention she deserved. That is, until she transformed her practice to focus on women. She is one of just a few women advisors in a small boutique RIA firm and her new vision is to mak...

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

Register for Adri’s 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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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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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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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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Do you have a story? Here is a sample

Women want to know why you really care about her. Your story will help her realize it’s not just her money you are after.  The Keys to the Ladies Room is not just fluff or concepts it’s a proven plan of action where you learn the process and actually create your female friendly marketing message.  Here is a real life example:    At the young age of  24 I found myself divorced and t...

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