skip to Main Content

An Alternative To The Good Old Boy Network in Financial Services

 

I knew I was on to something BIG when I titled my book The Keys to the Ladies Room, it doesn’t matter if I’m speaking to a man or a woman, a financial advisor or not I ALWAYS get a reaction. 

Men are intrigued and some make a cautious joke about “The Ladies Room”  and women perk up and want to know more.  As I share the purpose and message of the book both parties immediately engage in a fruitful discussion about financial services and readily agree a change is needed.

It’s not just the women who are tired of the way business is done on Wall Street!

While women are becoming intolerant even the men have grown weary of the good old boy network and warrior methods of prospecting, but what is the alternative? In most major firms when you stray from the traditional methods you often feel ostracized or quietly considered a whack job.  Let’s face it most people in the world are followers, the thought of breaking from the pack is scary and for most definitely not worth the risks.

It’s the few who believe in themselves (you know who you are) who will transform the role of a financial advisor and methods of building a financial practice. Those that recognize their principles and values far outweigh the opinion of the masses.  It is those that have the courage and desire to create real change, lasting change that works for the client, the advisor and the industry as a whole that will uncover a new route to success. This kind of success will feel effortless and downright enjoyable.  By simply using the Keys to the Ladies Room you will unlock to the door to a new future filled with unlimited success and a goldmine of opportunities within the world of women and wealth

I knew the industry was ready I just didn’t realize how ready.  Financial Advisors are ripe for a new approach to the business   incorporating both the experience and wisdom of men with the strengths and sensitivities of women.  When you incorporate both in your process of building a financial practice you will immediately begin attracting more clients of BOTH genders.

In the new model the concept of “prospecting” is out and “Relationship Building” is the new focus for filling your pipeline.  “Selling” is gone moved to the recycle bin, “Inspiring” is the new approach to presenting ideas and new opportunities. And “closing” well we are actually closing the door on this bad boy and focusing on “Motivating” our clients and prospects to do what is best for them.  This is the new approach for the 21st Century: Building Relationships, Inspiring Others and Motivating clients to do what’s best for their financial future – Out with the old and in with the new!

 

Grow your business marketing to women.

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