Category: Marketing to Women

Array

Using Emails to Inspire Referrals is Easy

This quick story may inspire you to rethink your current marketing strategy, especially when it comes to women.   There were 42 women and just two men in the yoga workshop I attended. While it became evident that  everyone came seeking something they were missing in their life, what I found fascinating was that half of the women in attendance came because their friend encouraged them. I im...

read more

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...

read more

5 Engaging Email Scripts for Financial Advisors Focused On Women

Advisors without an engaging 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 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 m...

read more

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...

read more

Women’s Seminars for Financial Advisors – You MUST Know your Purpose

The best way to get the results you want from hosting women’s seminars is to know what you want the results to be. As a financial advisors, you know the ultimate goal is to generate more business the question is how?   Whether you are trying to sell a product, schedule a review, generate more referrals or simply WOW your existing clients each objective requires a different and unique ap...

read more

Three-Step Guide to Dramatically Transform Your Conversations with Women

Advisors dramatically transform your conversations with women by choosing just one of my 3 steps to engaging communication.  Engaging communication is really all about asking the right questions, questions that women would never expect from a financial advisor. Questions that get women to think back about their experiences with money, how they perceive money, and the emotions that money issu...

read more

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...

read more

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 ...

read more

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...

read more

Turn a Boring Process into a Tiffany Box Experience

You must turn your boring brown bag process into a Tiffany box experience. You can’t say you focus on women without the message, tools, and process to back it up. As I look back on my success, how I presented what I do as an advisor was substantially different than most advisors. Most advisors walk around with an old brown bag.  It’s wrinkled and weathered looking almost fuzzy on th...

read more

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...

read more

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...

read more

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...

read more

Financial Advisors Step-by-Step Guide to Creating a Compelling Message

All the training and research tells us our clients are more than willing to give referrals, but they don’t. Today I’m sharing with you another powerful process for generating referrals: Creating an authentic compelling introduction. The thing is, generating referrals is not just about asking. A solid flow of referrals starts with a solid marketing plan and clear message. I cannot stress th...

read more

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...

read more

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 ...

read more

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...

read more

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,...

read more

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...

read more

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...

read more

Two RED FLAGS that Slow Business Growth

Business growth is not just about competency, it’s about being able to articulate what you do and why you do it in a way that is clear, compelling and repeatable. There are two red flags that quickly indicate the marketing aspect of your business is holding you back. Before I even begin my coaching process I ask every advisor  “Why should I do business with you?” they all struggle to de...

read more

A new model that is designed for women and the next decade of business

Advisors by now you must recognize the women’s market is a very viable and essential opportunity for the growth of your business. Here’s the problem. The traditional model of prospecting selling and closing is failing you. You see women don’t like to be prospected, they don’t want to be sold to and they don’t want to be closed on. That’s why we have created ...

read more

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’...

read more

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 ...

read more

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...

read more

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...

read more

How to Grow Your Financial Practice Like a Successful Winery

You are probably wondering how wines apply to building a financial practice so let me get to the point. The wine business is highly competitive like the financial advisory practice. In Napa Valley there are over 600 wineries likewise I’m sure there are hundreds of financial advisors in your area as well. They all have wines but some are boutiques and have highly defined niches with limite...

read more

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 sci...

read more

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

The most lucrative demographic since the onset of the baby boomers

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 yo...

read more

The Perfect Event Combination to Attract Women with Money.

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 prov...

read more

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 ...

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

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...

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

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...

read more

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. ...

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

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...

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

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...

read more

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...

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

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 ...

read more

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, ...

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

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 yo...

read more

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 ...

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.