skip to Main Content

3 Common Roadblocks to Building a Successful Financial Advisory Practice

This morning I started coaching a new client.  She is a successful woman who by trade is a chemical engineer and worked for 20 years in that industry.  She LOVEs numbers and is an extravert, willing to do whatever it takes to succeed as a financial advisor.  She came to me a bit frustrated and energy challenged.  She is putting in the hours and doing all the right things but not getting the results she wants. She is worn out.

Without having a clear target market her efforts are sending her all over the board.  She has tried every method of prospecting but has not narrowed her process down to become proficient nor consistent in any one area.  Although she loves working with numbers she still is unsure of her investment philosophy.  Each of these factors are creating tremendous roadblocks to her ability to achieve success.  As a result she is spending way too much energy and generating minimal results.  She is feeling dissatisfied with her performance at work, guilty about her time away from family and concerned about her health and fitness. 

This is not an uncommon scenario and one that often prevents women from succeeding.  This is not something that can be fixed overnight but already just after our first call she is feeling more optimistic about her business.  Our first objective is to clarify her ideal target market and then develop her compelling message around the needs of that market.  This work will become the foundation to all of her prospecting and marketing activities.  Next we will uncover her true philosophy towards investing money which will help guide her in providing solutions to clients with greater confidence and conviction.  And lastly I have mandated that she block of 2-4 weeks of vacation each year and create her ideal schedule that allows her to feel good as a mother, fit and healthy as a woman and a partner to her husband. 

Having a clear understanding of who you are, what works for you and what you must do to feel good and positive about yourself and your life is not an option if you want to succeed.

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?

×
Back To Top