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50 Female Financial Advisors are “Breaking the Mold”

The moment we stated that this workshop was NOT about business practice management and we would NOT be sharing “Best Prospecting Strategies” they came close to applauding.  The last thing we wanted to do was present the “same old stuff” with just a different twist.  We wanted to take these women to a place that was “edgy” defying the standard methods and traditional approach and that’s exactly what they wanted. 

 

This past week I gave my Breaking the Mold workshop to a fabulous group of 50 female financial advisors.  From the moment we started the presentation these women were participating.  They knew this conference was going to be different but they didn’t know how and yet there was no hesitation to jump right in.  Much of what we talked about the first day was the benefits that come when you move out of your comfort zone.  It is when we are uncomfortable that change happens, growth happens, success happens.  It was obvious from the start that these women were ready and anxious for growth and success.

After 1 ½ days of great participation, lot’s of laughter and even sharing tears and stories these women left the workshop refreshed and reinvigorated. They left with a new perspective as to how to leverage their strengths as a woman to accomplish more as a financial advisor.  These women left the conference ready to step out of their comfort zone in order to achieve the success they deserve.   

Over my next few blogs I will share some of the key points of the workshop with tips as to how you too can “Break the Mold” and accomplish more as a female financial advisor.

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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