skip to Main Content

Ask Adri: How to help women embrace my investment strategy?

Ask Adri: How to help women embrace my investment strategy

Dear Adri,
When working with women I want them to really understand the investment decisions they make but it seems when I try to explain our investment process why we invest the way we do their eyes get glossy and they shut down. In fact, they are even hesitant to ask questions. How can I make this part of my presentation easier for women to digest and embrace?
Signed,
Feeling too technical

Dear Feeling Too Technical,

Women need to understand WHY you do what you do before they can understand HOW you do it or WHAT you do.

In fact when they understand WHY they will be less conflicted and often more open to learning.  So start by sharing 3 clichés’, well known clichés’ that are meaningful to you and have relevance in your investment philosophy.

Sample Clichés

Assuming you are quite conservative and prefer to make preservation a priority in your investment approach then you might say the following:

A Penny Saved is a Penny Earned (most people will already understand the meaning behind this well-known concept) your job is to tie the meaning of the cliché’ to your strategy ie: You have worked hard to create this wealth, preserving what we have is my number one priority.

Another example:

Slow and Steady Wins the Race – assumes a focus on slow and steady growth

All that glitters is not gold – assumes a tried and true approach focused on results and historical consistency

These are just a few examples, so now it’s your turn.

3 Steps to an Investment Philosophy Women Understand:

  1. Select 3 clichés that immediately resonate with you and reflect your approach to managing money
  2. Tie the clichés to your beliefs consolidating the belief into one concise statement
  3. Present these clichés in your next presentation and see the positive response

What you will find is that when they realize WHY they are not nearly focused on understanding the details and you will have less need to explain every detail using the the typically confusing industry terminology.

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!

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