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3 Sale Protocols High-Level Female Financial Advisors do Naturally: No Prospecting, Selling and Closing

You know when you go through your email list and press delete, delete, delete, delete, doesn’t that feel good? Or you know that area in your house with stuff that’s been there forever and every time you look at it, it bugs you? Until that day you finally take everything out of there and if you’re like me, you don’t even look at it before tossing it away because you’re sick of it, haven’t used it, or it’s just not adding to your life anymore. So, you just dump it!

This is exactly what I’m going to ask you to do today. I want you to ditch the old school way of doing business.

I want you to kick the sales tactics that you were taught to the curb. I want you to consider embracing a whole new way of doing business. It’s no longer about prospecting, selling and closing. Those are words and behaviors that drum up negative experiences for you as an advisor, for your clients and your potential clients.

3 Sales Protocols High-Level Female Financial Advisors do Naturally

  1. Building relationships instead of prospecting
    That’s what women advisors are good at. We are fabulous at building relationships. I talk with so many women, and in most households, and not always the case, there are some fabulous men out there but in most households, it is the female that’s driving the social calendar that’s making the connections. Relationships are a natural skill set for women. In the femXadvisor model relationships become the foundation to your highly productive and loyal client relationships. You need to focus more on how you build relationships with other people. Instead of incorporating the old prospecting strategies, right? Those feels so uncomfortable, almost like you’re stalking people.

  2. Inspiring instead of selling
    When somebody gets on the phone with me, I can hear them selling me. It’s almost like I could pluck the sentences and the little tactics they’re using, and see them and feel them in front of me. And it doesn’t feel good, right? I don’t like doing it. And I don’t like being on the receiving end. So what’s the opposite of selling? Inspiring! You see, right here right now, I am trying to inspire you to consider a whole new way of growing your business. One that builds trust faster, that accumulates clients faster, and that just feels amazing. That’s what you should be trying to do for your clients. Sharing stories, sharing the challenges, helping them understand there are solutions, that there is a better experience when working with a financial advisor. It’s not about promoting yourself. It’s really about understanding them and speaking their language.

  3. Motivating instead of closing
    Closing is an industry terminology, “How are you going to close the deal?”, “How are you going to close out the conference” but there needs to be another word. And maybe that concept is motivating. Really, think about it. We try even with our children, to inspire them to consider another way of doing something and then motivate them to take action. Well, our job as female financial advisors is to inspire our clients and then give them reasons that will motivate them to move forward. And the goal is to move forward with you. You see motivating really takes an understanding of what’s important to them, what makes them tick and what is driving them.

A Female Financial Advisor succeeds when she kicks these 3 old protocols to the curb because she knows it’s not about her. Whether you’re focused on building relationships, inspiring or motivating, it’s never about you. It’s not about your credentials. It’s not about your years of experience.

Download a free script! Compelling Introduction Script for High-Level Advisors and put these 3 new protocols to work!

It’s all about how well you can connect with people, how well you understand them, how well you can articulate the challenges that they face and how well you can show empathy, understanding, and then present alternative solutions.

All of that leads to wanting to do business with you. And isn’t that what we’re trying to do?

So I encourage you, toss out those sales tactics. Dump the prospecting tools in the trash and delete the closing strategies and take on a whole new, fresh, authentic approach to doing business feels great and helps you grow faster.

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?

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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?

×
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