skip to Main Content

Which Advisor Are You Most Like?

Scattered: Michelle was scattered. She was a networking queen and had made tons of contacts, yet she was struggling to convert contacts to prospects and prospects to clients. She was working way too hard and not getting the results she wanted.

Undervalued: Peg was accepting clients with low assets, she knew she shouldn’t be working with any client with less than $500,000 but she couldn’t say no or turn people away. This was really creating a drag on her business growth and exhausting her.

Lost Her Identity: Tiffany was working with her father who had built a very successful practice, but following in his tracks was feeling very uncomfortable and not natural. She knew she could be doing better but couldn’t uncover who SHE was as a financial advisor.

Uninspired: Janice had lost her spark. She had built a successful business and was a big producer but some major changes in her life (some good, some not so good) had taken the wind out of her sails. She felt uninspired.

Un-Focused: Catherine and her team left Smith Barney and went independent. In the process of making the change and converting clients, she and her team lost their focus and drive. They didn’t know which direction they should take.

Every one of these women have turned their businesses around, are more inspired, energized, and are exceeding their business goals. They know who they are, and can clearly describe their personal message and focus of their practice.

By simply uncovering their unique tribal market, recognizing their true value (not just their tools and resources), and developing their compelling message, they transformed a stagnant business that felt like work into a thriving practice inspired by their passion and purpose.

The issues with most Female Advisors are often the same, whether you are a million dollar producer, or just starting out, many Female Advisors have lost sight of their true value, unique feminine skills, and passion for what they do: all of which creates a real drag on their business. Work starts to feel like work, preventing the progress they deserve and want.

If you are struggling with the growth of your business or you identify as a Female Advisor reach out and let me help. You don’t have to do this alone!

Contact Adri Miller-Heckman
Phone: (860) 470-3155
Email: info@adrimillerheckman.com

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