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As a Female Advisor Who Are You Accountable to?

I can understand why women struggle to rise and succeed in the corporate world but why the number for female financial advisors is struggling is beyond me.  Women in the corporate world must learn to play the game by the man’s rules.  While female financial advisors do not have to play by these strict guidelines they constantly act like they do.
As a female financial advisor the only person you need to be accountable to is yourself. The only thing that determines your success is your numbers, bring in the clients, raise the assets generate the production and you answer to no one (excluding compliance) but yourself.  So if it’s that simple why are women struggling?
Learning how to do what is important vs what others want you to do is key in developing a successful practice.  Women tend to carry many other responsibilities as a wife, mother even daughter.  These responsibilities add additional demands on their time and energy as a result women must often squeeze more into one single day than their male counterparts.
Woman must learn to say NO, say NO to company meetings, say NO to training that sounds good but may add little value to your business, and say NO to the next wholesaler that calls to talk.  When there is something that you need in your business set it up, make it happen but if you do not know specifically what you will learn from a particular event, meeting or training …DON’T GO.  Your time is very valuable, be sure that the time you spend can have a direct impact on solving a problem, adding to a particular aspect of your business.  Remember, your time and energy is a highly valuable commodity don’t give it away freely.

Ready to reignite business growth & create an extraordinary life, your way?

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!

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Last Name *

Company *

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Are you Male or Female?

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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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