Blog - femXadvisor | Adri Miller-Heckman

Enlist the Gatekeeper to Enhance Your Prospecting Efforts

I’m often asked “How do I get past the gatekeeper?” The question comes up when we are talking about building a base of COI’s that can fill your pipeline with new potential clients. My answer is “Why do you have to get past the gatekeeper?” The real value comes when you ENLIST the gatekeeper to enhance your efforts. What if you could get the gatekeeper to encourage ...

Attracting New Clients Becomes Effortless for Advisors Who Market to Women

Marketing to women is not just the most lucrative demographic since the onset of the baby boomers, the process you undergo as you develop a female-friendly practice results in unbelievable focus, clarity, and conviction–all of which results in better clients and higher quality business. Using the femXadvisor model as your guide, everything you do becomes synergistic, your process rei...

Serena Williams Has a Message for Financial Advisors Focused on Women

If you watched the 2019 Super Bowl then you saw the commercial with Serena Williams, her message to women is inspiring, encouraging and supportive, yours should be the same. Today’s woman young and old are being encouraged to speak up, step up and make bigger and better choices, as their advisor, you may be one of those choices one way or the other. “Business as usual” is a falli...

Why Tribal Marketing Makes Business Growth Effortless for Advisors

At a recent yoga workshop, I was surprised to see 42 women filling the room. Before the presentation began, I quickly scanned the room searching for my tribe, women that I sensed were like me and shared similar challenges (it’s funny how you can often pick them out without ever even talking to them). My first criteria was that they looked my age, a 25 year old would have totally ...

Unique Prospecting Script Attracts High-Net-Worth Men

“By marketing to women, my biggest clients and most lucrative referrals sources became men!” The myth in our industry is, “When you focus on women you alienate the men.” The truth is, “When you focus on women you inspire more interest and referrals from men.” This is happening for a progressive group of advisors who truly understand the women’s m...

20 Ways To Attract New Business with an Authentic Message

What is an advisor’s most powerful tool to grow their business? The one tool you will use every single day and in multiple ways? This same tool will inspire more conversations with perfect strangers while keeping you hyper focused and consistently effective at getting more business? Your Authentic Message. I’m NOT talking about an elevator script. Yo...

How to Make Women Your Best Campaign EVER

Running a campaign is a powerful process providing advisors with more focus, more direction, more clarity and bigger results. Focusing on the women’s market is no different and can even provide immediate and longer lasting results. You don’t have to turn your office pink to run a “Women’s campaign”. There are so many ways to make small incremental changes to your busi...

Women are Completely Disenchanted with Advisors (Yes, even you)

During a two day workshop I introduced Audrey to a room filled with financial advisors. She was a very affluent woman who was going through a divorce. Advisors listened to her personal experiences with her finances, investing and working with a financial advisor. While her comments were enlightening, they certainly weren’t positive. She painted a clear picture of what it feels like t...

Women Clients: 3 Simple Truths and 10 Simple Strategies To Engage Them

Making small but progressive changes to your practice will validate to women that you care and respect what is important to her. When she truly knows you care about her she will become your loyal raving fan (and so will her husband). 3 Simple Truths About Women For most advisors the future success of their business will be determined by women. The number of wealthy women inves...

What Financial Advisors Must Consider About Podcasting

Podcasting is the new marketing strategy for financial advisors that provides a multitude of benefits, for the right advisor. The key is knowing whether podcasting is the right path for you, and what you need to do to make it fun, energizing and highly effective at growing your business. 10 questions advisors must consider before podcasting: Why are podcasts so big right no...

How to Accelerate Growth with Women in 2019

Would you like one of these stories to be your story? She closed on a $12,000,000 account by focusing on his wife. He landed a $10,000,000 account by sharing his story “Why women”. She generated 4 leads from her 401K presentation to men with a topic about women. He gained a 90% appointments from his seminar by saying “Ladies I want to hear from YOU.” She generated 2 HNW appoin...

What is Your 2019 Marketing Success Strategy? Hint: Advisors Must Focus on Women

We are living in a world where sincerity and authenticity is now a requirement to success. Women are too important to ignore, and you don’t want to be left behind as more and more wealth shifts into the hands of women. Like the political landscape the public is tired and disenchanted with the politically correct and polished speech of career politicians, and their distrust does not stop wi...

5 Tips to Effective Communication that Women Love

Advisors all know the importance of marketing but what they may not know is women want a different style of communication. It doesn’t matter if we are talking about nurture emails or social media posts women want something different than what most advisors are providing. 5 tips to effective communication that women love. . . Women want to be inspired; Long boring white papers turns th...

This is What Happens When You Create a Safe Space for Women

I stood in front of a room filled with 13 women advisors from all across the industry and I had no idea the impact they would have on my life. 13 became 1 in just two days. They laughed (a lot), they cried together, they shared and they became one soul. These women were from all across the country and ranged in ages from 28 to 60. Some were new advisors others million dollar producers. They ...

4 Steps Financial Advisors Need For Effective Nurture Emails

The energy financial advisors used to put into making cold calls should now be used to develop a compelling marketing strategy. (Read why nurture emails are SOOOO important to growing your practice.) An effective strategy can be easy and powerful especially when you follow these simple steps. 4 Steps Financial Advisors Need For Effective Nurture Emails: Consistency is Key: Select one or two...

Using Emails to Inspire Referrals is Easy

This quick story may inspire you to rethink your current marketing strategy, especially when it comes to women. There were 42 women and just two men in the yoga workshop I attended. While it became evident that everyone came seeking something they were missing in their life, what I found fascinating was that half of the women in attendance came because their friend encouraged them. I im...

Two Marketing Points Financial Advisors Must Understand to Avoid Failure

There are two things I believe from the bottom of my heart, mind and soul: 1. Women are one of the most lucrative markets for any Financial Advisor who learns how to connect, communicate and educate women. 2. A consistent nurture email program and dynamic follow up process can capture 25% more business without you ever leaving your office. If every person you know, friends, family, acquaintance...

For Advisors, Results Don’t Get Better Than This

Isn’t this what every advisor aspires to? In preparation for our weekly coaching call Lisa a financial advisor in PA shared these results: I’ve brought in several new clients this year, worth several millions. I’ve got a pipeline of prospects & inquiries. I’ve been asked by several people to partner with them on my seminars / workshops. People connect with my story immedia...

5 Engaging Email Scripts for Financial Advisors Focused On Women

Advisors without an engaging email process you are letting a lot of business slip through your fingers. While a phone call, face-to-face opportunity, seminar and even conference call helps you initiate a new relationship, an effective email process helps to maintain and elevate that relationship with just the click of your key board. The challenge is with so many emails filling an inbox you m...

Attract Women Ready to Invest with this Perfect Event Combination

Women are leery, that’s the bottom line. And women are not stupid, when they get an invitation to a nice event free of charge they know you will want something from them, or at least that is what they are thinking. But when you charge for an event, when a woman is asked to invest in herself and pay for your value, well now you are singing a whole new tune. There is tremendous value in provid...

Women’s Seminars for Financial Advisors – You MUST Know your Purpose

The best way to get the results you want from hosting women’s seminars is to know what you want the results to be. As a financial advisors, you know the ultimate goal is to generate more business the question is how? Whether you are trying to sell a product, schedule a review, generate more referrals or simply WOW your existing clients each objective requires a different and unique ap...

Three-Step Guide to Dramatically Transform Your Conversations with Women

Advisors dramatically transform your conversations with women by choosing just one of my 3 steps to engaging communication. Engaging communication is really all about asking the right questions, questions that women would never expect from a financial advisor. Questions that get women to think back about their experiences with money, how they perceive money, and the emotions that money issu...

10 Do’s and Don’ts when Hosting Seminars for Women

Seminars for women are the ultimate client attraction tool for financial advisors. Just one engaging seminar can put you on the map as the go-to advisor for women in your community, and have a major impact on the growth and sustainability of your business. Advisors who follow my 10 Do’s and Don’ts will strengthen existing client relationships, immediately attract new women t...

Advisor’s Business Growth is Off the Charts and the Answer is SO Simple.

“I have so much business coming in and I’m having too much fun I’m almost feeling guilty!!” Amy is kicking butt with her business and she has never worked less. No really, it seems the less she works the more business seems to come in the door. So what created the shift for this advisor? She found her purpose and then she gave herself permission to do everything her way. She is now openi...

Why She is Finally Getting the Attention She Earned Years Ago

She spent 15 years building a fabulous business as a financial advisor surpassing a million dollars in production. While she earned a place of respect within her company, she didn’t get the recognition and attention she deserved. That is, until she transformed her practice to focus on women. She is one of just a few women advisors in a small boutique RIA firm and her new vision is to mak...

How female friendly is your process? If it’s not a “Tiffany Box” experience you are losing her.

There was a LOT of chatter in my office today. All the business owners in the building were excited about this weekend. Well actually it was only the women who were all a twitter because we are getting new carpeting! Woohoo, for us women this is BIG. Knowing the end was near, we all shared our disgust with the current carpet. Every day we walk in to the building and have to see this old, st...

Turn a Boring Process into a Tiffany Box Experience

You must turn your boring brown bag process into a Tiffany box experience. You can’t say you focus on women without the message, tools, and process to back it up. As I look back on my success, how I presented what I do as an advisor was substantially different than most advisors. Most advisors walk around with an old brown bag. It’s wrinkled and weathered looking almost fuzzy on th...

Advisors Earn the Trust of Women Faster with Your Compelling Message

Being an advisor focused on women is challenging and risky. And as pressures rise from women asking for more, advisors are tempted to lean into their traditional training in order to win her business. But if you want to show women you truly care, you must have a compelling message. Your compelling message needs to define your motives, process and true intentions in a way that inspires immediate ...

Never be that forgotten advisor! How to become the advisor people call when they have money to invest.

I just finished a call with one of my clients, in the past two months she has brought in close to $30,000,000 and it was not just one big institutional accounts. She received calls from two different families which totaled $27,000,000 and one family immediately gave her a referral of another $3,000,000. That’s $30 million in just two months and the business just fell into her lap! Most a...

How to Become America’s Most Wanted Advisor. . . for Women

Register for Adri’s webinar: adrimillerheckman.com/webinar Women are leaving their financial advisors in droves, especially after losing a spouse, and quite frankly they won’t tell you they aren’t happy. . . they just leave. But what if I told you that as an advisor, affluent women are searching for you right now, they just can’t find you. Women are desperately seeking a finan...

When Markets Tumble, Don’t Let Your Female Clients Leave

When markets tumble all clients get anxious but for many women volatile markets undermines any sense of safety and comfort, creating fear and unrest. For many women they lack the years of experience managing their investments to understand the natural volatility and investment cycles. With this lack of experience women want more assurances that the decisions they have made were the right dec...

Financial Advisors Step-by-Step Guide to Creating a Compelling Message

All the training and research tells us our clients are more than willing to give referrals, but they don’t. Today I’m sharing with you another powerful process for generating referrals: Creating an authentic compelling introduction. The thing is, generating referrals is not just about asking. A solid flow of referrals starts with a solid marketing plan and clear message. I cannot stress th...

COI Script & Strategy for Financial Advisors

Centers of Influence (COI’s) can be a valuable source of ongoing referrals and all you need is a few good sources to keep your referral pipeline full. The challenge is that every other financial advisor is reaching out to these same professionals for referrals. How do you set yourself apart? Today I’m giving you my simple process and the script to build a network of COIs who will suppor...

Advisors, Women Just Don’t Trust You (Yet)

It’s become common knowledge that women are the largest and most lucrative market for advisors today. But what many advisors don’t realize is that to build trust with female clients and prospects requires more than just good eye contact, your warm handshake and some new open-ended questions. Your messaging, process, tools and strategy must become female friendly. Before women care abo...

Advisors are Capitalizing on 3 HUGE Shifts

Women are not just an up and coming market they are having a tremendous impact on business growth for financial advisors. At Adri Miller Consulting we have spent 20 years helping advisors attract more affluent women so why did we feel the need to up our game and create the femX Advisor program now? Because women are quickly evolving and the financial industry is not. In the past 5 years I ...

Reignite Referrals with our NEW Script

You have heard a multitude of presentations on how, when and where to ask for referrals, but personally asking someone for a referral always felt wrong. When was the last time your dentist asked you for a referral, or your divorce lawyer? People automatically give referrals when they are inspired and motivated by what you do. The real underlying problem is most people really don’t k...

Bored with Prospecting? Ready for Something Better?

Are you bored with prospecting, selling and closing and looking for something new that makes growing your business more fun, more effective, and more fulfilling? Becoming a female friendly advisor with our femX process establishes your foothold as an innovative, gender balanced, generational friendly advisor for the next decade. As femX advisor everything you do has a greater impact. . . ...

Advisors Must Tread Carefully, the Gender Game has Changed

The surge of sexual harassment cases is heightening the need for femX advisors. Women are less tolerant than ever before and to just assume your female clients are happy is ludicrous. If you think just being a nice person is enough to attract and retain your female clients, you may be highly mistaken. Today’s woman is more discerning. You must assume the moment a woman meets you she wil...

Being Appreciated as an Advisor has Never Been Easier; Here is How

Knowing your work is adding value and is totally appreciated has never been easier, when you become a female friendly advisor. The growth of affluent women has opened the door to an opportunity for female friendly advisors to achieve personal greatness beyond their wildest dreams. There has never been a market that is. . . desperate for what you have to offer willing and eager t...

How FemX™ Advisors Inspire More Attention From Women.

FemX Advisors who shift their marketing and communication strategies to appeal more to the women’s market immediately inspire more attention from women, gain more respect and appreciation from their husbands and simply attract more new clients of both genders. That’s just how it works and how easy it is. You don’t have to make major shifts to generate an impact. Some FemX Advisors focus ...

How to Market Financial Services to Women (Without Alienating Men!)

Please join us for an exclusive webinar with special guest Claire Akin, from Indigo Marketing Agency. Both Adri and Claire are former advisors and share great insights as to how to market to women and get results. Register now: Free Webinar on How to Market Financial Services to Women (Without Alienating Men!) During this call we will share with you… Adri’s step-by-step propriet...

This Female Friendly Advisor is ON FIRE with No End in Site

Stop searching for the latest and greatest idea to grow your business, all you really need is an authentic, compelling message. It took Janet 5 months to commit and finally get it… and now, she is on fire. Everyone she speaks to is so interested in what she has to say, they keep asking for more. Here, is yet another example of what will happen the minute you start using your compelli...

How I Converted MEN to My Women’s Practice

As a former financial advisor I was considered a bit of a rogue, I was determined to build my business using my purpose as the foundation, and it worked. I was trained by Smith Barney in one of the best, most extensive training programs on Wall Street, but I had my own vision of what worked for me and I would not relinquish my passion and purpose. I wanted to serve the wealthy women in Ne...

Female Advisor WON Forbes Best Idea: Attracting Women by Empowering Women

She won the best idea contest! Out of hundreds of financial advisors she was the only woman out of 10 advisors that presented a best idea at the Under 40 Forbes conference… and she WON. She will now be featured in an article with Forbes, not to mention the sense of confidence she walked away with. When this opportunity was presented to her by her firm she wasn’t sure what to present,...

Learn to Speak “Women” and Win Big – Take the Quiz

Women focused financial practices are popping up all over the country. Five years ago female friendly practices were few and far between, but today the momentum is growing rapidly. Female advisors are quickly staking their claim as a natural market, but male advisors are making serious progress appealing to and attracting more women of wealth. The stakes are high and unless you plan to retir...

Advisor Went From $0 – $22 Million in Just Over a Year

When she first reached out to me for coaching she was still reeling from a severe non-compete with her former firm. Her options were simple but not easy…start all over. While the thought of rebuilding her financial practice again from scratch seemed daunting a small part of her liked the idea of starting fresh, she had a blank canvas. This time as an independent advisor she could make he...

He Lost Her at “Hello” – How Advisors should NOT Behave with Women

This is a perfect example of why affluent women are NOT happy with the financial advisor experience. My husband and I were enjoying a nice dinner when an old friend of my husband and his son stopped by our table. He was well dressed, almost a bit too polished for the environment. He and my husband had attended pharmacy school together. Within the first 30 seconds this man quickly shared tha...

Two RED FLAGS that Slow Business Growth

Business growth is not just about competency, it’s about being able to articulate what you do and why you do it in a way that is clear, compelling and repeatable. There are two red flags that quickly indicate the marketing aspect of your business is holding you back. Before I even begin my coaching process I ask every advisor “Why should I do business with you?” they all struggle t...

She Raised $9 Million in 6 Months

She came to me with a unique vision of what she wanted to create as a financial advisor, her passion for this vision was clear but the picture was quite fuzzy. What she wanted to accomplish was so contrary to what the industry teaches that her unique vision was muddled by traditional stogy concepts. It took a good deal of coaching, brainstorming and peeling the onion to uncover and reveal he...

Advisors are Making the Switch and Profiting From It

I get it, making the switch is hard but the impact on your business will be AMAZING and totally worth the effort. It’s not physically hard it’s often mentally hard, but when you make the shift everything in your business becomes easier. Your activities will become more purposeful and you will become way more productive and profitable. Once you can overcome the mental roadblocks, former p...

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Wednesday, March 27, 2019

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