Category: Female Friendly Advisors


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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