The Female Conundrum: How can I do meaningful work but still get bigger accounts (and the profits)?

Today, there is a real push to serve minorities and women. Female Advisors are looking for ways to incorporate work with underserved clients without sacrificing their ability to attract higher level clients.  Let’s face it many prospects don’t realize that…

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Want to Validate Your Fees? This process will challenge clients to go deeper!

Today there are so many complexities surrounding wealth and managing those complexities is where people need the value. There’s been so much education on investing that the average person truly could go to Fidelity or Schwab, take a diversified portfolio…

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Empower Your Passion, Grow Your Profits

The traditional training, strategies and ideas do not feel right for many of the advisors I coach, especially for female advisors.  When I became a financial advisor at Smith Barney I went through three weeks of the traditional training in…

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The synthesis of success for women advisors

The Synthesis of Success for Women Advisors

A couple years ago we joined a country club and started playing golf. I’m surrounded by other women doing something I love to do. I feel so natural, so comfortable, so relaxed.  I wondered,  “What is it about this environment…

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Women Advisors! Break out of Chaos, Own Your Natural Strengths

Do you ever find periods of time when you have a lot to do but you just can’t seem to get focused on one thing?  When I have a lot of different projects I’ll work a little here, a little…

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How High-Level Women Advisors Rework the Path to Success

The financial industry only values success in terms of numbers, new accounts, net worth, how many assets you’ve brought in, ROI (return-on-investment), right? But there are many paths that lead to this measure of success especially for women advisors.  Alexis,…

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Ready to reignite business growth & create an extraordinary life, your way?

TAKE THE QUIZ

MANY FEMALE ADVISORS FEEL UNINSPIRED & “BOXED IN” BY THE TRADITIONAL MODEL FOR DOING BUSINESS. AT FEMXADVISOR WE PROVIDE A NEW MODEL FOR WOMEN THAT PROVIDES THE COACHING, TOOLS AND A PROVEN BUSINESS FRAMEWORK, THAT PROPEL FEMALE ADVISORS TOWARD GROWING A THRIVING & LIFE-GIVING PRACTICE THEIR WAY.

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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?

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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 *

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?

×
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