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As a Female Advisor how would you rate yourself?

If I asked you to rate yourself on a scale of 1-10,

1= you never do administrative work

10=you spend 100% of your day doing admin work

What number would you give yourself?

When I start coaching a client (male or female) I will first ask what they hope to accomplish with their business and then I ask what needs to happen so that they can accomplish this goal.  9 times out of 10 the one thing that holds female advisors back from accomplishing their goals is spending too much time doing administrative work.  That is rarely the issue with the men.

While the details of each client may be unique the challenge delegating administrative work is not. It is rare that I have to tell a male advisor to stop doing so much administrative work, in fact it’s almost never, yet it’s a common event with female advisors.  So many female financial advisors have allowed themselves to get sucked back into the traditional roles for women, like being a “secretary”.  Here they are, college graduates, licensed to sell stocks and bonds, insurance, financial plans and they keep doing secretarial work!

The good news is for many the minute I tell them to STOP doing admin they do, and really in many cases that’s all I need to do is say “If you want to succeed as a financial advisor you must STOP doing admin work TODAY.” And it’s like all of a sudden a light bulb goes off. I’m sure it helps that I am a woman who they deem successful, or perhaps it’s because they know I came from the admin side before becoming a financial advisor, it really doesn’t matter why they listen what’s important is they do.

As a female financial advisor you must recognize how much of your time is spent doing paperwork that should be delegated to an assistant.  If you have an assistant then you must delegate, starting today. If you don’t have an assistant and you rated yourself a 5 or greater then it’s time to hire an assistant.

As a female financial advisor if you were at a 10 all your time and energy would be focused on developing new relationships, attracting more assets and inspiring more referrals, now what would THAT do for your business?  Think about it where is your time best spent, filling out paperwork or meeting with a new potential client?

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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