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5 Keys to a Powerful Prospect Presentation for Women

A typical client presentation comes with charts highlighting asset allocation, bio’s touting licences and accomplishments none of which really tells the prospect who you really are and what you believe. In fact the only real differentiating factor between presentations is the name of the Financial Advisor.

A good prospect presentation must validate who you are and WHY you do what you do. What the prospects see should not say what you are saying but validate your message and enhance the learning experience.

5 Keys to a Prospect Presentation for Women:

1. Keep it brief: don’t educate but inspire, remember less is more. If they could read the presentation without hearing what you say then you have printed too much

2. Make it personal: share information that talks more about you, why you do what you do and what you believe.

3. Make it visually attractive: Be sure all fonts and sizes are consistent, use a professional to create a color scheme that reflects YOU not the industry (this look and feel should be consistent in all your marketing materials)

4. Create a flow: Each page of the presentation should flow with your verbal presentation like a story with pages

.

5. Enhance your message: What you present on the presentation must enhance your message not give your message ie; When sharing your story as to why you care about women if your story talks about your Mother post pictures of your mother or even pictures when you were young.

A good well thought out presentation should incorporate the following pages.

A Female Friendly Presentation Agenda:

  • Cover page
  • Vision
  • Mission
  • Story
  • Needs of Tribal market
  • Tiffany boxes – the solutions you provide
  • Investment philosophy (3 cliches)
  • Investment functions
  • Investment Pie chart
  • Purpose Driven Process
  • Events & Educational programs

Remember the real purpose of this prospect presentation is to build trust, it’s your words and passion for what you do that will sell them, the presentation will simply validate you are not making it up as you go.

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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