• post

    3 Distinctive Coaching Programs

    • VIP Coaching

      For Solo Advisors
      Advisors re-brand with a new message, model and marketing plan.
      Learn morearrow
    • Accelerated Coaching

      For Teams & Partnerships
      Teams build synergistic marketing strategies increasing effectiveness.
      Learn morearrow
    • Women Advisor Coaching

      For New & Established Female Producers
      Women Leverage their natural strengths to accelerate growth
      Learn morearrow
    ADRI_WebIntro_2
    Status
  • Testimonials

    The Results of Working with Women


    Paula Chesser, CFP & President of Savvy Women’s Club, Akron Ohio

     

    “Working with Adri has helped transform my business and double my production. She helped me turn a respectable practice into a thriving business.

     
    As a result of working with Adri:

    • I utilized her Savvy Women Seminar to launch my new Savvy Women Club, which has become the foundation to my new marketing and business model
    • She helped me develop a more authentic introduction that turned my 30 second commercial into an intriguing message and compelling story
    • I have totally revamped my web site and monthly newsletter, incorporating a more personal message and female friendly content attracting more women
    • I have added another full time assistant to my team to manage the flow of new business and am able to spend more time communicating my brand, message, and passion for doing business. I love it and so do my clients.
    • Can now express my investment philosophy in a compelling way with more clarity and conviction.”

    Susan Iverson, Independent Financial Advisor

     

    “Adri is my amazing business coach especially for female financial advisors- she has rescued me from the muck of the Securities Industry’s overly male-dominated ways of doing business and helped me realize that I am in fact not the problem…but the Very Solution!! She’s a powerhouse.”


    Nadine Burns, Independent Advisor. Ann Arbor, MI

     

    You taught me well, oh Wise One. I am averaging one new client per week. My 6 month calendar of events is in progress with events such as Wills and Trusts and Retirement for Singles. I am on the board of a 300 person senior women’s group, my alumni association, and a new Senior assistance networking group. I’m generating more referrals than ever with my intro script.. Best thing I did was hire you last year!


    Are you doing enough to keep your female clients happy? Lets find out.

    After completing this 10-question survey, we will review your answers and provide you with recommended tools and strategies to meet your needs.

    Do you have a story that tells women why you care about them?

    Does your message about what you do appeal to women?

    Is your message compelling enough to inspire further interest from both genders?

    Have you carved out a place for women on your website?

    Do you send regular emails that are of interest to women?

    Do you post women friendly content on social media?

    Do you host events and seminars for women only?

    Is your office decorated in a way that women love?

    Do you communicate in a way that women understand?

    Are you getting enough referrals from women in your database?

    Please provide us with your contact info, so we can send you your results!

    First Name *

    Last Name *

    Company *

    Email*

    Phone Number *

    Are you Male or Female?

    Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

    ×

    Tell us a little about your business, and we’ll let you know what strategies will best help your business grow.

    I want to strengthen my relationship with my female clients in order to prevent future attrition.

    I want to actively attract more women in a way that inspires more referrals to my practice.

    I currently focus on women and want a source of ideas, strategies and a supportive network to enhance my efforts.

    I want a seminar process that both engages women more effectively and helps brand me in my community as the advisor that cares about women.

    I want to make women a primary focus to my future marketing, but want a proven plan and process that is easy and effective.

    Please provide us with your contact info, so we can send you your results!

    First Name *

    Last Name *

    Company *

    Email*

    Phone Number *

    Are you Male or Female?

    Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

    ×