The Results of Working with Women
Charlene Holland, CFP – Atlanta, GA
“You have been such a blessing to me. I can’t begin to tell you how much you mean to me. Your advice, counsel, words of wisdom, incredible storytelling and editing skills, and encouragement are invaluable. I’ll always treasure what you shared with me and promise to put them into practice. I can tell my manager that I’m much further ahead than I was in July when we got started. I’m still working on the trying not to push for business as I was taught but to attract business and just let it happen naturally through relationship building. I know that this will happen in time. I’m sure of it. Thanks for being an incredible coach!”
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!