A complete seminar program that provides you with a highly engaging presentation that women LOVE as well as scripts, invitations, worksheets, audio classes, and Adris’ insider tips, tools and marketing strategy to make your seminar program a success.
The Savvy Women seminar was designed to make marketing to women easy, fun and highly effective.
Why the Savvy Women Seminar gets better results?
The content is edgy and the presentation style creates a more fun and interactive event.
The presentation incorporates a new approach that women love focused on building relationships, inspiring, and motivating women to take action.
It’s about WOMEN not money. The presentation addresses women’s natural strengths and emphasizes a woman’s importance, value and ability to make smart financial decisions
Contains rich content. Adri eloquently combines her expertise of women and money with her experience as an advisor to create a presentation that is content rich, advisor friendly and a win-win for both presenter and participants.
Designed to engage women not tell them what to do. Adri teaches you how to engage the women creating more interaction and conversation among the participants which is when the magic happens.
Tell me about the Presentation!
To help every woman understand how to use her natural strengths as a woman to accomplish more with her money.
Every part of the Savvy Women presentation builds upon the last in order to enhance the Advisors ability to motivate participants to action. The program immediately engages the audience and uses facilitation and exercises to create a greater sense of ownership in the program.
3 Key Points:
The Savvy Women Seminar Presentation focuses on three key points which are critical to the female decision making process:
Women are driven by a purpose: This section helps women recognize how they should view their finances focusing more on the purpose they want their money to fulfill. As the presenter you will take the participants through a unique exercise that will help them grasp their true purpose of their money (they often rave about this experience).
Women require a process: In this section, the Advisor acknowledges that women are natural multi-taskers and as such require a more defined process to managing their money that makes the experience easier and more manageable.
Women value relationships: In this section, the Advisor talks about why relationships are so important to women and validates the importance of building a trusting relationship with their Advisor. Participants are asked to evaluate their relationship with their current Advisor, positioning the presenter as a more appealing alternative.
While the primary benefit of the Savvy Women Seminar is to attract more affluent women to your practice and position you as the Go To Advisor for women in your community there are many additional benefits of the Savvy Women Seminar:
Elevated Branding – taking your image and message to a whole new level
More Referrals and Introductions from both prospects and clients
Enhanced Client Loyalty inspiring existing clients to become more engaged
Focused & Consistent marketing – using your events as your primary drip marketing tool
Successful COI Marketing making faster connections with your women’s program as the focus
Attracts more Men who appreciate your ability to help their wives, mothers, daughters and friends become more involved in managing their financial life.
What Do I Get with the Savvy Women Seminar?
There are three different seminar programs available: Silver, Gold, and Platinum
For insurance agents who are not licensed to sell investment services but focus primarily on insurance and annuity products.
For Financial Advisors who focus primarily on investments and managing wealth with less emphasis on debt, liabilities, protection and estate planning
For Financial Advisors who focus on total wealth management and want our proprietary process that addresses all aspects of total wealth in a more proactive and purposeful manner making the advisors job, easier and more effective.
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Facilitation Notes. Adri walks you through the entire presentation, from start to finish, providing the script as well as important suggestions and strategies to make your presentation even more effective.
PowerPoint Presentation. The slides are designed to intrigue the audience, enhance the learning process, and help you stay on track.
The Tools. Sample scripts, invitations, tracking forms and more ways to enhance your process and improve your results.
Seminars for the Financial Advisor. Filled with real-life, insider tips to creating a truly effective seminar program.
Complete Seminar Tool Kit. A proven system to raise your profile, attract more clients, and accelerate your success. Includes 6 audio lessons including a step by step process to seminar success.
Seminar Success Audios. Interviews with three advisors who successfully implemented a successful seminar program. Hear their real-life stories and learn from their experience.
Adri’s Proprietary Thematic Wealth Program. 6 CDs and workbook detail Adri’s proprietary process, giving you a model to design your own proactive wealth process for your business.