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A Business model to carry financial advisors for the next decade.

I have always said you need just two things to build a thriving practice, a clear compelling message and a data base, that’s it.  When you have both there is no stopping you.  You can buy a database but whether you have the leads or not without a clear, compelling message your success will take more effort.

Most Advisors do NOT have a compelling message and cringe when someone asks them what they do. That’s exactly what happened in my Keys to the Ladies Room Workshop. Each Advisor was asked to describe a certain aspect of their business in a clear and compelling message, just to add a little more pressure I timed them. They all fumbled and some outright acknowledged their demise.  But by the end of the day not only was their message clear but they had an amazing new vision of their practice.  While they came to the workshop simply to learn how to attract more women to their practice they left with a business model that would carry them through success for the next decade.

Each of the participants came with a unique set of circumstances, tools, skills and a goal.  They all left with more than they had planned.

  • One Advisor, a very successful advisor had spent the past year recovering from a family tragedy. She was looking for a spark, something to get her excited again about growing her business. She left with a renewed passion for her business.
  • Another Advisor was leaving the “Mother Ship” and going independent. She came overwhelmed and unclear of her future. She left with a clear plan in place and optimistic about her new journey.
  • Joan had just joined a practice and was commissioned to carve out their space in the women’s market.  She stopped conforming to their methods and carved out her own path.
  • Mary, a former trader now an advisor with a major wire house was struggling to succeed. She had the network (it was massive) but was struggling to tap into her goldmine of leads. She left armed and dangerously ready to inspire everyone in her network.

Each advisor left with more than they planned and as I write this I’m sure their minds are still reeling with excitement and anxious to implement their new plan.

Over the next two weeks I will be sharing more details of each of these Advisors journey over the course of the workshop.

When you focus on creating a more female friendly practice you leave with more than you would ever expect; More passion, a plan, a process for attracting more clients (women AND men) with new ideas that can super charge your practice.

Join Adri’s LIVE workshop Keys to the Ladies Room 2013:

Chicago, IL June 13th

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?

×
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