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As a Mom and Coach I’m Keeping My Mouth Shut

As a former Female Financial Advisor I have to tell you how WEIRD it is seeing my daughter (22yrs old) calling on insurance leads and trying to book appointments, her resiliency amazes me.  All I see is drive, determination, discipline and that familiar feeling of competition.   She just started out and is working on her own with an independent company. She listens to every training audio, goes to every free training session and has me buying new books about selling and tax free retirements.  Her learning curve is steep balanced only by her determination to make it work.

Last week as she was making her calls (she is starting out calling old leads that others couldn’t contact) trying hard to get appointments knowing that if she can get in front of them and make it personal she will have a much better chance of getting the business.  At one point she stopped looked up and said “This is hard!” I said “Yes it is but once you make it the rewards and freedom are worth it”.

As you can imagine being a coach for financial advisors I would LOVE to tell her exactly what to do  and say,  but you would be proud to know that I am keeping my mouth shut.  Everyone once in a while I will share a morsel of wisdom or ideas that seems to get her back on track like the other day, I walked into the kitchen where she makes her calls, and she stood up and said “Ok I think that’s enough for today.” I looked at her and said “Then make 10 more calls, these extra calls when you would have otherwise quit will push you forward and take you further.”  She looked at me and said “You are right.” and sat back down to make her final 10 calls.

To succeed you must always go a little bit further, provide a little more value and make a few more calls than the next guy. This simple extra push in everything you do can make all the difference in your ability to succeed.

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?

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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 *

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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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