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Why Time Management Systems Hold Women Advisors Back; Perhaps it’s time to trust your instincts

Most time management systems were designed for men and often hold women back. As a new advisor I was taught to block off my time, structure each hour of the day, an hour for research and hour for client calls,…

5 Steps to Tipping the Scales in Your Business

Think back to when you started in the business, your strengths were your energy, your resiliency, you had nothing but time and energy to prospect and acquire new clients.  But today is different, your strengths are more defined, your value…

Have You Reached the Tipping Point in Your Practice?

There comes a time in every business when your production gets stuck. You are determined to get to that next level of production but it becomes a struggle.   For many financial advisors this phenomenon can happen more than once…

Don’t Let One Jerk Derail Your Focus On Women

It’s happening in your office right now, people who try to stop others on their road to success.  One of my own clients had one of these “jerks” try to hold them back this year, read her story below to…

Recruiting is NOT Enough, Female Advisors Want More

Female advisors are a boon to the financial services industry.  Their ability to communicate, provide sound guidance, and build trusting relationships with their clients has opened the eyes of the industry leaders. While female recruitment is on the rise, female…

Women in Finance Must Adapt Myth #2

Myth #2: Women in Finance Must Adapt Women must be tough and adapt to the industry protocol. Well I say BULL.   As a former advisor, I know the pressure to conform I lived it and I can say with…

Female Advisors Must Work Hard and Long Myth #1

Myth #1:You must work hard and long. As professionals in the financial world we were all taught you must work hard and put in long hours to succeed.  I always hated hearing “You have to pay your dues first.” What?…

How to Maximize the Impact of a Gender-Balanced Team

Women speak women, they connect naturally with women. The best thing you can do in order to maximize having a female advisor on your team is to step back, listen and learn. Women advisors have spent hundreds of years learning…

Even Male Advisors are Embracing a Gender-Balanced Approach

I started working with two new male financial advisors this week. In both cases I shared with them the importance of embracing the feminine way of doing business. They loved it.

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…

We make marketing to women easy, fun, and highly effective for financial advisors.
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Grow your business marketing to women.

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!

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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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Wednesday, 9/25/2019

3pm ET / 12pm PT

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