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Advisors You Are Denying Yourself Prospecting Opportunities

 

If you’re concerned that by focusing on the women’s market, you will turn your clients off and deny yourself other prospecting opportunities, you couldn’t be further from the truth.   



Let me tell you my story. When I was a financial advisor in Newport Beach, CA I intentionally focused on the women’s market to build my practice. It didn’t matter who I was speaking to I shared my focus on women and my best referral sources were men.   



I remember cold calling, Mr. Solomon on the phone, and even on a cold call I said, “To be honest with you Mr. Solomon, my true passion is working with women.” All of a sudden, he knows I’m not prospecting him. He’s opened himself up, he’s receptive, he’s listening. Next thing you know, he refers three women to me totaling close to 2 million in new assets. Eventually, Mr. Solomon became my client as well.   



Another man, Mr. Killian, he was an attorney and a trustee for many wealthy women. Once he learned my story, he knew that I was the advisor, not only for him, but for all the women where he was a trustee. Needless to say, this amounted to millions as well.   



Contrary to what most advisors believe, instead of turning off the men or denying themselves new opportunities, once my advisors launch their female friendly process they often tell me they suddenly begin attracting more men! 



Thinking you will lose opportunities is a very common myth for female financial advisors to overcome.

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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