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5 Steps to THRIVING as a Female Advisor

In order to get more female advisors to achieve success we must change the way they DO business.  

Most women who have succeeded have done so by conforming to the industry standards using methods that have worked well for men but do not necessarily work for most women, those women who have made it,  through networking groups and mentorship programs are reinforcing these same methods continuing the same cycle.  

Most women (not all) who have achieved success have done so by persevering and surviving, it is rare to find a woman who is THRIVING.

There are typically 5 steps to redefining the way you as a woman do business and creating a business model where women truly THRIVE. 

5 Steps to THRIVING as a Female Advisor

  1. Understand your purpose – Really understand why you are a financial advisor and who you are passionate about helping. This becomes the foundation to everything you do.

  2. Relish your Uniqueness – Just because something hasn’t been done doesn’t mean it CAN’T be done.  Don’t use the industry as your guide, follow your heart and what gets you excited.  When your peers are looking at you funny odds are you are doing something RIGHT.

  3. Embrace Your Value – Start recognizing what you do well on a daily basis. Don’t beat yourself up for what didn’t get done, stay focused on the compliments you get, embrace them, own them.

  4. Question Tradition – Just because things have been done a certain way question EVERYTHING using your female filter.  Realize that you as a woman are different and may need to do things a different way.  Different is GOOD.

  5. Build your Network – Stay connected to women who also recognize it’s time to break out and do things differently.  Women who encourage you to try new things, think creatively and leverage your strengths as a female financial advisor.

To help women succeed we need to turn the business model on its head and start totally fresh, redefining the way business should be built as a woman.  

Ready to reignite business growth & create an extraordinary life, your way?

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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