A Keynote Presentation focused on How to Attract, Retain and Engage Affluent Women with Greater Success.
This keynote is for any financial advisor, insurance agent or estate planning attorney who recognizes the impact women can have on future growth and are ready to implement a proven female friendly marketing strategy that is fun, easy to implement and highly effective.
Women are the fastest growing economic boom for financial advisors since the onset of the baby boomers yet female clients are not happy and will leave their advisor soon after losing a spouse. Advisors who are able to connect, engage and retain more women clients will lead the industry in growth over the next decade.
Adri eloquently addresses sensitive gender issues with humor, skits and props increasing receptivity and inspiring more a more progressive approach to serving clients.
Participants will learn:
- Why women are becoming the primary source of growth for financial professionals today
- What women want and how to deliver and build stronger relationships with existing clients
- Why marketing to women inspires 3 x more referrals and attracts more clients of both genders.
- A new process, plan and marketing strategy that fuels growth and validates their commitment to women
- The 3 key components to developing a female friendly practice that attracts more women and inspires more referral
- Why their personal story will become your most powerful tool for growth
This keynote presentation is best paired with a hands on workshop where Adri personally coaches the advisors in the process of developing their personal story “why they care about women” and then learn how to use this story to become their most powerful relationship building tool.
50 minute Keynote Presentation – The Keys to the Ladies Room
50 Minute Live workshop – It’s Your Story, Tell It
Supporting Materials – Keys to the Ladies Room: A new business model for financial advisors. A book by Adri Miller Heckman.