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Build Trust In The First 5 Minutes

Before women care about your credentials, experience or even performance you must meet three important criteria before they will consider you as their advisor:

  1. Interpersonal Skills: Women want you to have good interpersonal skills able to converse and engage her in meaningful conversation.
  2. Understanding: She wants to know you understand what is important to her and respect and value her feelings and opinion.
  3. Communication: You must be able to communicate with her in a way that she understands limiting the industry jargon and speaking in her language

Once these three criteria are met your ability to win her business, loyalty and referrals accelerates dramatically. But sometimes you only get a few minutes to make a positive impression, and what you say in those few minutes will either entice her to learn more or totally turn her off to ever doing business with you.

By incorporating my Compelling Introduction. Using your authentic words and sincere message you can easily meet all three criteria in the first 5 minutes of conversation with a woman.

It’s that easy and that effective.

Your first opportunity to share what you do can easily make or break your ability to win her trust. Therefore you must have a message that intrigues her, one she can relate and connect to, and one that validates your commitment to helping women.

Creating your compelling Introduction is about her, NOT you. She doesn’t care what you know until she knows that you care.

  1. Your compelling introduction starts with complementing her and identifying what’s important to her. By sharing the challenges she faces, and clearly articulating the value you provide you will immediately intrigue her, engaging her in further conversation and ultimately build the opportunity to add her as a client often inspiring referrals and introductions to her friends and family along the way.

When asked, “What do you do?” the first step is to state what you do in a way that intrigues her to ask, “What’s That?”

Let’s be honest saying “I’m a financial advisor” is really rather dull and does little to inspire further conversation. It’s important that you articulate what you do in a way that is authentic and creates further curiosity.

In my former practice as a financial advisor my focus was women, when asked what I do whether asked by a man or a women I would share:

“I manage wise women and wealth”

This almost ALWAYS solicited the next question “What do you mean by that?”

  1. Now you have the green light and can begin to articulate your value and understanding by saying something like:

“Well most of my clients are wise women in Newport beach who are now responsible for managing their financial future. Most have little experience much less the confidence in their ability to make financial decisions, this creates unnecessary stress and worry. These women don’t just want to be told what to do, they want to learn, become more confident and feel more comfortable when addressing their money.”

  1. At this point they are truly listening which gives you the opportunity to transition to the next phase….. Her Needs

A typical transition statement can sound like this:

“And you know it’s interesting it doesn’t matter if they are divorced, single, or widowed they all come to me with the same three concerns! “

At this point the listener will often ask, “What are those concerns?”

  • Will I have to go on a budget?
  • Will I end up a bag lady?
  • Will I be a burden on my children?

It’s important to note that the language spoken is her language NOT financial speak and it’s stated in a way that she would actually say it in conversation with you. This may be one of the most important factors when developing your Compelling Introduction.

Whether you are speaking to a woman (who now realizes you understand her) or a man (who is thinking about all the women in his life who could use your help), you have now connected with the listener, inspired additional interest, shown you understand your clients and really care about her all within the first few minutes of conversation. This all adds up to more business opportunities, new clients, more referrals but more importantly a clear message and brand.

Crafting your own Compelling Message can be found in my book, Keys to the Ladies Room or through my different Coaching Programs you and/or your team will not only have my help in writing your compelling message, but also learn many other ways you can take your communication with women to the next level.

At Adri Miller Heckman Consulting we make engaging women fun, easy and effective.

image credit: @andrewgenn

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 *


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 *


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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