Isn’t this what every advisor aspires to? In preparation for our weekly coaching call Lisa a financial advisor in PA shared these results:
- I’ve brought in several new clients this year, worth several millions.
- I’ve got a pipeline of prospects & inquiries.
- I’ve been asked by several people to partner with them on my seminars / workshops.
- People connect with my story immediately.
- My closing percentage of qualified prospects is 100% after a face-to- face meeting.
- We need to work on my WOW program as I’m adding so many new clients to my practice.
Lisa reached out to me for coaching just after moving to a new broker dealer. The move would allow her more creative freedom to build a financial practice for women, just like she envisioned. Her desire to create something special for women was so great she was willing to walk away from her existing book of business and start over. While she loved her clients, legally she could have no contact.
In 6 months Lisa has built and amazing practice with a powerful brand and message that is attracting a ton of new business and it all started with her story.
She shares her story “Why women” with EVERYONE and it has an immediate impact on stimulating powerful conversations, many of which result in new business and referrals and not just with women.
Her new engaging femXadvisor marketing is building momentum and inspiring more referrals and partners. For the first time ever she is able to be more selective about who she “wants” to work with.
Lisa is careful not to spend too much time on those that aren’t qualified which gives her more time to enjoy the life she wants while still providing tremendous value to those who truly fit her practice.
Lisa has fully embraced the new business model based on what works for women and is attracting more men. She is no longer “prospecting” but by sharing her story she is “building new relationships” faster than ever before.
Her compelling message and tiffany box process has nothing to do with “selling” it’s all about “inspiring” women and couples to consider other options. And when the time is right she doesn’t focus on “closing” the deal but “motivating” prospective clients to take action.
Prospecting – Selling – Closing is an antiquated model that gets minimal results. Building Relationships – Inspiring – Motivating is the new model that accelerates growth and infuses a new sense of energy and passion into to your business. Lisa is proof.