Category: Wealth Advisors

Array

This is a Total Game Changer for Financial Advisors

Your authentic message can be a total game changer with your business. Not being able to articulate what you do in a clear and compelling manner totally undermines your value as a financial advisor. Every advisor is unique but  when asked “What do you do?” few are able to present their uniqueness and value. For many advisors their message feels uncomfortable, boring and sometimes eve...

read more

Advisor fees decreasing and workload increasing; a new option for you

The new fiduciary rules your role as a Financial Advisor are more than just making investment recommendations. With fees decreasing, Advisors are now asked to add more value and make less. Your focus in 2017 must be about adding more value. Value that goes beyond just the investments, which takes more time and energy, you now must do more and make less. But what if you had a process that reduc...

read more

How to Motivate Prospects to Call You Back

This is actually a very common problem for most advisors that causes tremendous amounts of frustration; we have a simple solution that works like magic!PROBLEM:  You met with an ideal prospect that had a need and you presented the solutions. They left the meeting seeming very committed to moving forward but they wanted time to think and review all that you shared. You promised to follow up. A wee...

read more

The amazing results when your intro screams “Women”

Lets fast forward in time… You have officially become a certified Women’s Wealth Specialist. Your messaging now validates your deep level of commitment to serving women and it’s getting attention. This great momentum is happening all because you can clearly articulate your focus. Being able to articulate your focus on women will create immediate interest and inspire others to ask about w...

read more

The Risks of Playing it Safe as a Financial Advisor

I tend to push the limits in most everything I do. I will always push myself a little too far, that has helped me achieve a life filled with incredible experiences and a multitude of accomplishments.  Certainly I could play it a little safer and eliminate some of the physical consequences but then I would have to forfeit my desire to embrace the world, revel in new experiences, challenge my mind...

read more

To Promote or Boast

As a woman it’s natural to be humble, we have been taught from an early age not to talk about ourselves yet our male counterparts are quite competent about talking about their strengths and the value they can provide.  Women must learn that there is a difference between promoting vs boasting. As a female financial advisor your prospects and clients must feel confident in your ability ...

read more

A Taste of my Own Medicine!

Boy did I get a taste of my own medicine last night. My husband who is so calm and mellow by nature was really riled up talking to me about my business.  I just sat there listening and smiling. While I have spent years helping female financial advisors recognize their true value and motivating them to ask for what they are truly worth, here was my husband telling me the same thing and HE WAS RIGH...

read more

As a Female Advisor do Something Totally Out of Character

What is it about women that make us so masochistic, especially female financial advisors and other successful business women?  I woke up this morning really dragging, I felt it yesterday but just kept on going, and here it is today and I’m still feeling it.  The worst part was I wasn’t listening to my own advice. I can’t tell you how often I am coaching female advisors about the importa...

read more

The Greatest Legacy

While I have spent years teaching both Male and Female Financial Advisors how to help women who have lost a spouse this month I experienced it for real.  My Dad, after 86 fabulous years died peacefully leaving behind a sizeable estate. My Dad was very proactive in planning for the future; his desire to avoid handing his hard earned money to Uncle Sam motivated him to take all the necessary step...

read more

As a Financial Advisor Are you Asking the $18,000,000 Question?

 This week I was working with my client Martha, she is a new financial advisor at a major firm.  After months of coaching Martha finally asked the tough questions and was amazed at the results.Working with Martha we spent months creating her message, defining who she is and how she adds value as a financial advisor.  We developed her investment philosophy clichés and built her investment m...

read more

Why Female Advisors Tweet Better

My client is Tweeting!! She is in a pilot program with her firm and they are testing the use of Twitter. My client is the only female advisor in the group and fell into the same old trap; trying to compete with the men on their turf. My client was posting the same old tweets about the same old research reports voluntarily adding herself to the HUGE basin of traditional financial advisors. Whil...

read more

A Lead is NEVER Dead

Over the past two weeks I watched my daughter calling on old leads. This is her first experience prospecting after recently acquiring her insurance license. To start out other agents give her all their old leads, those that they could never reach or lacked interest in their services. While to others these leads seemed dead to her they were a goldmine of opportunity. A lead is NEVER dead. Every ...

read more

Financial Advisors Transformed In Just 6 Hours

There is nothing more fun than watching a group of financial advisors take experiences from life and craft them into a compelling story. That’s exactly what happened this past week during my Keys to the Ladies Room presentation. In order to connect with the female audience you must be ready to answer the question “Why do you care about me?” Most women will assume that the only...

read more

5 Steps to Appointment Prep

As a financial advisor all of your prospecting efforts culminate in one final meeting. In this meeting you have the opportunity to present your solutions and motivate the prospect to become your client. When so much is at stake why do financial advisors spend so little time preparing for these appointments? Last week I worked with one of my advisors by helping her prep for a closing appointment...

read more

Ask for what you want

Over the past few months Hannah had been doing a bang up job at attracting affluent prospects. Her seminars were creating a buzz and she was finally reeling in new prospects with millions, the problem? She couldn’t close the business. We spent one whole coaching session focused on her ability to get the prospect to commit to doing business with her and everything we did came down to one s...

read more

Having A Proactive Process Inspires Referrals

As a client I’m NOT impressed. Since I left production to become a full time coach I have worked with 4 different financial advisors and to be honest few actually provide ongoing value that is worth a dam__. I mean it, other than calling us every once in a while with a suggestion or once a year for a portfolio review how do I even know my advisor is watching my portfolio? Unless your fees are so...

read more

Financial Advisors Learn from Experience

My client called to tell me his son just admitted himself to a rehab unit. Another client has spent this month managing a manic son who struggles with Bi-Polar disorder. I have another client whose husband is about to undergo a serious spinal surgery and another that with just two days notice adopted a set of infant twin boys. That’s all happened in just one month. Life happens to us all, w...

read more

Female Advisors become Crystal Clear

Last week on one of my Pink Office Mastermind calls a female advisor finally used it and got it. Paula was at a networking event, one of those events where you get to share who you are and what you do. While this was not a new group and she had shared her message numerous times she finally used the new script we created. Immediately following this event she was approached by an attorney who said...

read more

As a Female Advisor are You Letting Them Steal Your Kids?

Yesterday on a coaching call with a female advisor I asked her how much time she takes off a year, she said a few days here and there.  My inner voice was saying “Are you crazy?” but my outer more tactful voice said “Why”. At first she didn’t understand the question so I clarified, “Why are you only taking less than a week off each year?” She told me she ...

read more

5 Tips to get your Website working for you.

If your website is like most financial advisors it’s boring and does nothing to help you build your business. I am often asked to review the websites for my financial advisor clients.  They are all basically the same, some perhaps a little more creative than others but I use that word lightly as most of my clients or right brained.  When evaluating your website the first thing you have to...

read more

Financial Advisors Remember Their Purpose

As I watched my son develop during his 16 months in Iraq I realized it wasn’t just the military experience that made the difference it was the sense of purpose he had in what he was doing that accelerated his growth and maturity. This same sense of purpose created a focus and drive he never experienced before. His experience reinforced my belief that we can only achieve our greatness when we are...

read more

Tribal Seminars Get Results for Financial Advisors

Knowing your Tribe is the single greatest factor when hosting a seminar.  Understanding who your tribal market is can be the single greatest factor in generating the results you want from your seminar. To develop a powerful seminar program you must commit to and totally embrace the concept of Tribal Marketing. No, that wasn’t a typo. I have always been a big believer in “target” marketing ...

read more

As a Female Advisors are you Willing to Receive to Succeed?

I never knew how hard it is to receive. We go through life focused on not being selfish, giving to others but few women have truly been taught to receive. I know I’m not the only one because most of the female financial advisors I coach have the same problem.  When I ask my clients especially the female advisors “What are you doing well?” there is a long pause as their minds dig deep strug...

read more

As a Female Advisor You May Have ATBS

I’m sitting in my home surrounded by good looking men. The saw’s are buzzing with paint fumes wafting through the house.  I’m sitting at a makeshift desk positioned in the middle of my living room.  My desk is way too small and all my files are spread out all over the room.  I had to clear out of my office to make room for the workers.  I could easily let this disruption distract me fro...

read more

It’s Time I Learned to Receive

OK I’m going to get really honest with you today. I just returned from Barbara Stanny’s Sacred Retreat, I loved it but for totally surprising reasons. I have done joint work with Barbara for years, seen her present but NEVER participated in any of her workshops.  So this past week I took the train to Baltimore and spent 4 days with 20 other women watching Barbara do her thing, WOW. Since I d...

read more

This Time My Female Financial Advisor Client Inspired ME

Last week I was speaking with one of my coaching clients.  She recently moved from the Operations side of the business to become a female financial advisor and take over a book of business. Her firm has really no training so we have been working for months to help prepare her for her “transformation”.  While she is focusing on the existing book of business she is at the same time developing ...

read more

I Double Dare You to Hold me Accountable!

In my last blog I talked about being stuck in my comfort zone.  By not pushing myself beyond my comfortable activities I became somewhat bored and unmotivated with my business. So now my task at hand is to determine what are the best activities that will help move me into the Learning Zone (where I am uncomfortable) but that will also help my business grow.  I can already tell you the answers, i...

read more

I Got Stuck in My Comfort Zone

Last night I realized I wasn’t practicing what I preach.  For the past two weeks I have felt very unmotivated which is highly unusual for me. I love what I do and so enjoy my clients but for some reason the past two weeks have been tough.  It could have been all the recent distractions, my daughter moving home from studying in Europe, two of our kids graduating college next week combined with ...

read more

Female Financial Advisors Need To Stop Being So Nice

Stop being so NICE. I can’t tell you how many women I have coached and their desire to be LIKED is their biggest hurdle to success.  Being nice, warm and personable is definitely an asset as a financial advisor; those same skills allow you to develop relationships with prospective clients faster with a stronger foundation of trust.  The problem is you have to learn how and when to turn off...

read more

How to Create Your Story as a Financial Advisor

How to create your Story Developing your story is powerful tool in developing trust. Allowing others to recognize why you do what you do for reasons other than making money can dramatically enhance your credibility with a prospective client.  While this can be one of your most valuable business building tools it can also be your biggest hurdle. For some advisors their story is simmering just ...

read more

Why I Hate Business Plans

I read a great article in the Entrepreneur magazine about Business Plans and it was music to my ears. As a former female advisor I was constantly asked to create a business plan for each year. Now I am NOT a detail person, I work based off of a vision, ideas and ACTION. The thought of putting all the details in place on paper as to what I plan and expect to do over the next year much less three to...

read more

5 Steps to Effective Networking

Women are naturally great networkers which is a valuable asset as a female financial advisor. While women tend to be great communicators in general many female advisors have lost their way.  They are caught between the world of networking, making that valuable connection and selling; when you mix the two, YOU LOSE. I decided it’s time to review the networking process, now I’m not talking abo...

read more

Even Male Dr.s Experience Female Attrition

On the plane headed to Tampa to present my new workshop “The Key’s to the Ladies Room”  I sat between two Doctors.  While I was reviewing my presentation on power point they couldn’t help but comment.  I explained “The Keys to the Ladies Room” is to help advisors learn how to better connect with the affluent female client. Well boy did this open a can of worms. The Dr. on my right ...

read more

Financial Advisors Must Think Pink

Last week I presented “The Keys to the Ladies Room” to a group of both male and female financial advisors.  The purpose of the presentation was to help all the advisors become more effective at connecting with the affluent female market.  What they learned was so simple yet so amazing. While they came looking for tools and resources they got something totally different. While all my prese...

read more

It’s good to get your hands dirty

This evening I spent 2 hours in the yard shoveling snow with my husband. Yes, we have a service to remove the snow but there was an area we were concerned about and decided we just had to get it done. How can working so hard feel so good? It’s like going back to your roots, reminding yourself where you came from and how far you have actually come. It just felt GOOD. As a financial advisor ther...

read more

The Key’s to the Ladies Room

Next week I’m flying to Tampa, Florida to present a full day workshop called “The Keys to the Ladies Room”. The workshop is being hosted by Response Mail Express a direct marketing company who is committed to helping financial advisors tap into the lucrative female market.  RME (Response Mail Express) is giving me free rein in creating the program; I think they are in for a bit of a surpris...

read more

Female Financial Advisors Take Note

I have to say I am quite impressed. More male advisors have purchased my new seminar Savvy Women Invest on Purpose than female advisors!  While I have preached the value and benefits of targeting the female market I rarely encounter a male advisor who is really recognizing the time is now.  What is interesting is that many of the male advisors recognize that the more they reach out to the female...

read more

What would you gain?

I really love my clients. Right now I have the best group of Financial Advisors who are really committed to growing their practice and getting results. Most of my clients are women with a few men sprinkled in and they ALL appreciate my unique and personal approach to helping them succeed but this hasn’t always been the case. Just as with a financial advisor we all have our ideal clients, those ...

read more

5 examples of BIG SHIFTS for Female Advisors

Oh yeah, there are some BIG shifts going on. I absolutely LOVE it when my clients (mostly female financial advisors) begin to shed the industry protocol, peel back the limiting beliefs and really start to thing BIGGER. When this happens is when dramatic growth occurs. I have about 5 client situations right now that are truly exhilarating, it’s as if I’m physically watching these women trans...

read more

Why Brainstorming can revive your business.

Female financial advisors should model John Boehner’s style.  This morning I read a great opinion piece in the Wall Street Journal talking about the new approach that Speaker John Boehner is bringing to the House of Representatives.  Instead of sticking to what is safe, what is favored by the majority or those in charge Mr. Boehner opened the flood gates allowing a barrage of ideas to be prese...

read more

Why do Female Advisors ask for the “crumbs”?

Oh yeah, I LOVE it when this happens. I just finished a coaching call with a female financial advisor who is finally asking for the million dollar client. This client we will call Nancy was so well trained as to the man’s way of building a business, she even used phrases like “grinding it out”. Her whole focus was on production and reaching her monthly production goals (this is still a chall...

read more

Even the Male Advisors Love It

While my real passion is helping female financial advisors better leverage their strengths to accelerate the growth of their business, I get such a kick out of the men I coach.  Perhaps it’s just the kind of male financial advisors that I attract to my business but even they enjoy the bold yet touchy-feely coaching style.  While we assume that its just women that feel smothered and restraine...

read more

One Simple Question…

While I tend to focus my daily life on improving and growing,  with New Years just around the corner I can’t help but find myself preparing and reflecting on the past year, my business, my marriage, all aspects of my life. During this time of reflection I came across a simple question that caused me to pause.  “If failure wasn’t possible what would I do differently?” So much of w...

read more

Female Advisor Strength #2

Since the beginning of time women have used community settings to accomplish more, learn more and support and encourage each other. In an industry where women are such a small minority,  most female financial advisors lack that community feeling. While many female advisors feel isolated in an independent office, others feel isolated in an office dominated by men. Regardless of your envi...

read more

How to have “no shows” for a seminar and still open a new account.

Seminars are NOT just about filling the seats, if that is your whole focus you’re missing the point. Most all Advisors whether male or female focus 100% of their efforts on filling the seats at an event or seminar when that is just one way of leveraging events to grow your practice. While building my own practice with seminars there were times when I had no one show up for the event yet becaus...

read more

New Seminar to Attract the Women of Affluence

For years I have been coaching and helping female financial advisors better leverage their strengths as women to accomplish more as a financial advisor. When they stop relying solely on the mans way of doing business and begin to incorporate more of their natural strengths as a woman amazing things happen.  Business becomes more focused, they begin to work more efficiently and their confidence an...

read more

How to turn Recovery into Productivity

I’m sitting in my recliner totally laid up after having extensive foot surgery and I’ve never been more productive with my business.  Just being forced to stay away from my office, sitting in a new environment with my laptop in my lap I am free to create, review, reflect and redesign my business.  I have written a business plan, a business budget for 2011, redesigned my professional team.  ...

read more

Female Advisor Strength # 1

Ladies, it’s time to start leveraging your strengths as a woman to accomplish more as a Female Financial Advisor.  As a woman your true power comes when you are using all of your feminine strengths in every aspect of your business and life.  Therefore over the next few weeks I will be sharing with you some of the most important natural strengths of women and how those strengths can enhance you...

read more

As a Female Advisor is Your Website Working for YOU?

 If you want a website to work you must do three things. The first is make it personal, I can’t tell you how many times I say this. Most websites for financial advisors are basically the same, using the same vocabulary, completely non authentic, rigid and boring. I just read an email from Financial Advisor magazine about upgrading your website, EVERYTHING they suggested was technical and NOTHIN...

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.