How to Grow Your Financial Practice Like a Successful Winery

July 20, 2017

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 limited production while others like Robert Mondavi specialize in the lower end wines for the masses. As a financial advisor you have to decide your focus and niche.

The boutiques are generating much of their revenues through wine clubs and word of mouth. They make their members feel like they are a part of a family. I asked how they get most of their members and they said through face to face events.

At these events they share the personal stories of their winery and the owners. During our short visit they made the winery come to life simply by telling us their history and personal experiences. It wasn't all about how they make the wine (although that's important) the focus was more about the personalities of the owners. It was really amazing how their personal touch helped us feel important and welcome to join their family ( or wine club).

Think about your own financial practice and ask yourself these questions:

  1. With so much competition what makes me different?
  2. How do I create that "personal" experience with prospective clients and existing clients?
  3. How am I creating more opportunities to talk to new people face to face?
  4. How am I creating a "club" like atmosphere with my practice

If you like the message and are ready to grow and change than consider our Drip Email Marketing Membership, Accelerated and VIP Coaching or perhaps a powerful Keynote presentation for your company. I look forward to hearing from you and answering any questions you may have.

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.

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?

×