Category: Marketing to Women

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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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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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Simple Steps to a Total Wealth Management Practice

Total wealth management is dynamic and just as your client’s lives are constantly changing you need a system that systematically and effectively keeps up with those changes. Managing every aspect of your client’s financial lives is an ongoing process and can at times be overwhelming.  Without an effective wealth management system, important issues as well as important clients can slip thr...

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A GREAT Ad to Promote Your Financial Practice

I have a quick question for you.  . . What are your actions telling your female clients? Audi the luxury car company spent millions to promote this video during the Super Bowl where most of the listeners were men and it’s all about empowering women.  What were they crazy or just smarter than the rest of us?!? This video was shocking and effective and a GREAT lesson for financial advisors. ...

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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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Want more Female clients? This is what you need!

Many advisors think it’s enough to read a few articles on how to connect with a wealthy female client……but let me assure you, that just won’t cut it! Remember, women can smell lack of commitment a mile away. And wealthy women are especially adept at screening out people who are attracted to their money.If you waste your time dabbling in the women’s market, you will just dilute your p...

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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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Don’t Let One Jerk Derail Your Focus On Women

This is the time of the year to be thankful for our families, our business, our clients and the successes we’ve achieved. I’m thankful for all of you and look forward to meeting and mentoring even more of you in 2017 (see below for more details on this!).   One of the things I’m not thankful for….people who try to stop others on their road to success.  One of my own cl...

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Why Inspiration Trumps Accountability

When you need to have accountability, there is something missing inside of you. When you are inspired and your purpose and passions are working together you won’t need anyone to help you move forward.  That’s what happens when I help advisors focus on the women’s market, it’s not just a simple strategy it’s truly a transformational experience that inspires, energizes and re-engages th...

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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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Is Your Career Your Real Passion?

He is a million+ producer with a team of assistants to make his business run smoothly. He reached out looking to focus on women and the divorce market…or so he thought; he ended up getting so much more. From the moment we met and started working together I knew he was different, he was very authentic, cared deeply about his business and was sincerely interested in seeing his team of young women ...

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What is Your Real Mission as an Advisor?

OK, so what is your REAL mission? Every financial advisor I speak to wants to help people, they see this as their true calling and what makes them unique; but the real question, the source to unlimited success is understanding WHO you really want to help and WHY?These are not simple questions and the answers require some digging and soul searching; but the results are what define you, propel you, ...

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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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Are You Ready for The Keys to the Ladies Room?

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 you do...

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Three-Step Guide to Dramatically Transform Your Conversations with Women

Which option would you choose to transform your relationship with affluent women?The challenges many women face when it comes to money are far greater than just the dollars and cents. The issues often run deeper, creating an underlying issue that prevents growth and financial confidence. Until women understand their attitude and relationship with money, they may continue to struggle in their desir...

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When Marketing to Women, Don’t Be Like This Advisor

Do you know this Advisor?  He must have slipped through. I thought these guys were extinct, but I guess I was wrong. I thank God he is just one of a small number of advisors who still adhere to the traditional sales skills. On top of that, he certainly needs to learn how to work with women, because the way he spoke to me, I would never do business with him nor would I ever refer my clients to ...

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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’t f...

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It Only Took 2 Months To Reach Her 6 Month Goal

She just landed a $3,000,000 account and it was effortless, that’s when she knew her marketing to women approach was working. She started with no database so working together we developed her highly compelling and authentically focused message, she was quite clear she wanted to focus on women.  She knew she needed to add more leads, connections, and potential clients to her database as this wou...

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How Marketing to Women becomes a Fountain of Growth for Advisors

    A handful of advisors have found the ‘Fountain of Growth’ for their business. They have found a way to maintain a high level of energy and enthusiasm for years, an internal program that immediately gets results and increases with time, along with a strategy that is not only enjoyable to implement but attracts more referrals consistently with no extra effort. We are all looking for...

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3 Simple MUST HAVE Marketing Tools for Financial Advisors

You find that most of your clients are actually women. You love helping the women in your book of business and they love what you do for them. They appreciate your gentle style and ability to communicate with them, which helps to build a trusting relationship. Without even trying women are referred to you, yet nothing in your message brand or website speaks women.If you are already getting referra...

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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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Financial Advisors: How To Close With A Softer Touch

‘Closing the deal’ is a term that makes many advisors blood curdle and often creates internal conflicts especially for women. Traditional “closing’ skills feel high pressured, manipulative and calculated with little focus on the needs of the client and totally focused on racking up new accounts and more production for the advisor. While it seems it is the only way to get the business t...

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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 science (r...

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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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Financial Advisor Asks: Can women be a secondary market for me?

Dear Adri, If I want to focus more on women do I have to make it my complete focus? What about all my existing clients, if I start marketing more to women will I alienate the men. I see the importance of focusing on women just not sure what’s the best path for me to take. -Signed Ready to focus Dear Ready to Focus, The beautiful aspect of the women’s market is that it can be a primary OR s...

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Ask Adri: How to help women embrace my investment strategy?

Dear Adri, When working with women I want them to really understand the investment decisions they make but it seems when I try to explain our investment process why we invest the way we do their eyes get glossy and they shut down. In fact, they are even hesitant to ask questions. How can I make this part of my presentation easier for women to digest and embrace? Signed, Feeling too technic...

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3 Strategies in Just 3 Months that Get GREAT Results

3 Strategies in Just 3 Months?Whether you intend to create a female focused practice or want to create a female program to compliment an already thriving practice you need 3 tools: Your Story “Why you care about Women”, a Compelling Message that connects with women and a Female Friendly Marketing Strategy that validates your commitment to women.  By incorporating these 3 tools you can turn tr...

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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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One Simple Thing Financial Advisors Can Do To Attract Women Clients

Don’t you get bored doing the same old thing day after day, month after month, year after year? Granted routine is nice but maybe it’s time to really have some fun with your business. When you approach your business focused on what works for women, that need to be stodgy and impress them with your professionalism falls away. You don’t have to worry about not looking or acting like the most s...

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Finally a compelling intro script that gets amazing results

While your story is the heart and soul of your practice your “Compelling Introduction” focused on women is what makes your message come to life.  A good Intro script is authentic, intriguing, alluring yet very REAL (not false and fabricated like the elevator scripts of yesteryear).  A Compelling Introduction focused on women defines your motives, process and true intentions in a way that ins...

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Why your story about women generates immediate results

 Women love a good story, especially when it is sincere, authentic and meaningful. Creating a successful practice focused on women starts with your story, which then impacts how you present your practice, how you implement your practice, and the environment you create for women to feel comfortable and empowered. Your story “Why Women” becomes the foundation to a whole new client experienc...

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Just having a “Way” with women isn’t enough for advisors

If you say you focus on women then either put up or shut up because women can see right through you. 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 no different than every other advisor. Women want to see that something is different about your practice and just having a ...

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10 Do’s and Don’ts in Seminars for Women

Don’t call it a seminar, for most women a seminar is long, boring and tedious. DO call it an EVENT which sounds more festive, exciting and lively.Don’t serve a heavy meal especially for women. Do be sure you have a decadent dessert (chocolate) and coffee this will help keep your guests there longer conversing with others.Don’t have participants seat themselves you lose all control over the s...

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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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3 Powerful Strategies With Just One Seminar

When selecting a seminar for women be sure it does more than just give you a script, the content should be highly engaging, something every woman can enjoy, while providing additional methods to grow your business.The key to any seminar strategy is consistency, doing and marketing the same event over and over, so you need an event that is fun, interactive, adaptable to many situations, and most im...

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5 Drip Sample Email Scripts for Financial Advisors

Without a good drip email process you are letting a lot of business slip through your fingers.  While a phone call, face-to-face opportunity, seminar and even conference call helps you initiate a new relationship, an effective drip email process helps to maintain and elevate that relationship with just the click of your key board.The challenge is with so many emails filling an inbox you must make...

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How to Build a Business from Scratch Without Cold Calling

Cold calling may still work for many advisors but for most female advisors it is often the path to failure. While this activity has served a valuable purpose in the financial services industry, perhaps it’s time to move on.  Cold calling is such a linear activity; with no room to truly multi-task, such a repetitive act often drives women to suicidal boredom and does little to leverage their n...

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Why the Good Ole Boys Get the Attention and the Great Guys Get None

It has been so long since I have encountered a classic good ole boy advisor that I was stunned into silence. I was introduced to Tom at a holiday party and learning he was a financial advisor, I looked forward to engaging in an interesting conversation. But after just five minutes I was planning my escape, which couldn’t come fast enough.It was almost painful listening to him boast about his 130...

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Masters of Women’s Advisory: the impact shared by real participants

Both male and female advisors around the country are thriving since participating in the Masters of Women’s Advisory Certificate Program. Read their stories as they share the impact this new model has brought to their business growth. Adri’s Masters of Women’s Advisory course did something that I didn’t think could be accomplished – it made me excited about this business again. Ad...

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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...

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What is your 2016 marketing success strategy?

In just a few weeks they transformed their message from an old brown bag process to a ‘Tiffany box approach’ attracting immediate attention from women, men and the millennial generation. Four weeks ago they had no message, no brand and no real strategy, especially when marketing to women. But after a few weeks, 3 group calls and some online coaching their message was transformed. They now had ...

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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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The Art of Selling to Women

The first and most important concept to remember when selling to a woman is “Don’t sell her”. To most women selling stirs feelings of pressure, detachment and ulterior motives.  Yet most women especially when it comes to their finances need a push, need convincing before they will take action… even when that action is in their best interest. It’s always been said that women take too lon...

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How to win over women: First Appointment Script

Your first official appointment with a woman (or couple) can have a significant impact on whether or not you get her business. For a woman if it doesn’t go well you won’t get a second chance, in fact not only will you not get the business but she may even share her negative experience with other women. Needless to say understanding how to present yourself and build her trust is essential to yo...

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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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Market to Women and Men Will Love You

Marketing to women is the key to future growth. While advisors all over the country are looking for ways to tap into this lucrative market their ‘number one hurdle to success’ is the fear that they may alienate the men.  Hands down, whether I am coaching a male or female advisor inevitably the underlying resistance comes from the fear of how men will respond to their female focused marketing....

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