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Build Your Business “Your Way”

In the early years of my career in financial services, I worked as an assisitant to several high-producing advisors. As it turned out, most of them were shady characters.

  • The Shearson broker cared more about generating commissions that serving the client.
  • Grant asked me to lie to a client about profits and commissions.
  • A branch manager habitually overlooked ethics violations.
  • Leo at Paine Webber lost a billion-dollar institutional account and struggled under his questionable decisions.

These ethically challenged “professionals” were powerful mentors to me. Having seen the ethical challenges of the industry up close, I was determined to do things differently. When I became an advisor, I knew that my success depended on my ability build the business my way.

In the course of my career, I discovered that when women trust their instincts and take a bold, honest, authentic approach to their business, they gain the confidence to shed the ill-fitting, masculine way of doing business and discover an easier, more effective way to serve clients.

After years as an advisor, I was finally able to define the steps that helped me beat the odds and made me so successful. By assembling these steps into a process that others can learn and leverage, I have coached hundreds of female advisors in applying their natural feminine strengths to their work as financial advisors – and they achieve record levels of production, time and time again.

These ideas (and so many more!) are currently being assembled into a book. Yes, it’s true – I am writing another book. If you have any suggestions or questions that you’d like to see discussed, please reach out and let me know!

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?

×

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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