skip to Main Content

5 Ways Financial Advisors Attract, Retain and Inspire More Women

5 Ways to Attract, Retain & Inspire Women Clients: 

  1. Clear Message & Purpose
  2. Defined Process
  3. WOW! Program
  4. Create a femXadvisor experience
  5. Understand that women notice EVERYTHING! 

When you provide the value women want, they are less concerned about fees and more concerned about telling everyone what an amazing advisor you are! 

I built my own financial advisory practice many years ago, targeting the women’s market; as a result, my whole practice was built through referrals and introductions. That’s why today I am sharing with you my action-driven audio with 5 steps to help you attract, retain and inspire more women clients. 

You can create the same results in your business today by simply focusing on the female market. We know women are controlling more and more wealth. Did you know they also provide three times more referrals? And when provided the value they want, women become less concerned about performance and fees.

The question then becomes, what is the value that they’re looking for? There are five simple steps, all of which are designed to help you woo the affluent woman, attract more female clients, and convert existing clients to become your loyal raving fans. 

Advisors who understand how to deliver this value to women will:

  • Carve out a path of growth that others will try to emulate
  • Immediately differentiate yourself from the competition
  • Have more fun
  • Create more loyal, raving fans

If you are ready to attract, retain and inspire even more women in your practice, join our upcoming 30 Leads in 30 Days Challenge!

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