There are significant differences between seminar programs designed for the MAN vs. the WOMAN. So many advisors tell me “seminars don’t work anymore”. Well yeah, if you continue to use the more manly, male oriented seminar process and hope to…
As a female financial advisor you can be driven by a purpose AND have the big paycheck and corner office and that is a wonderful thing. In fact more often than not it is when we stay true to our purpose; stay focused on what is important to us that we are better able to achieve the success both, personally, emotionally as well as monetarily.
If you want women to come to your event sometimes you have to go totally rogue. It’s not just the topic, nor the content but it’s the look and feel of the invitation that gets the results. When sending invitations…
Seminar Tip #1: Creating the Calendar There are many different types of events that can help you achieve your purpose and objective. Each event style is more conducive to a particular audience, venue as well as purpose. Understanding what type…
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…
As a client I’m NOT impressed. Since I left production to become a full time coach I have worked with 4 different financial advisors and to be honest few actually provide ongoing value that is not worth a damn. I…
The relationship process from prospect to client can be long and tedious. It requires lots of time, contact, and patience UNLESS you start with your personal story. There is no doubt your authentic story can be your most powerful tool…
So the questions becomes how many leads do you need in your pipeline to continually fuel your business and grow your practice? What is the best way to access more leads and replenish your list?
Training and research tells us our clients are more than willing to give referrals, but they don’t. Lack of referrals is really a symptom of a bigger problem. To generate referrals you must have a compelling message that is repeatable and easy to remember.
Dear Adri, I want more referrals and am hosting my first women’s event as a way to get more introductions and referrals from existing clients. In the past I’ve asked clients to bring a friend but that approach doesn’t seem…
