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Training Model for Financial Advisors that Get’s Better Results

I stood in front of a room filled with 100 female advisors, they were attractive, smart, qualified and dedicated to their career. I was reminded how far women had come in the financial industry. These women (most younger than I) were all hired because of their skills, qualifications and ability… as for me I was hired because the industry was forced to hire women.

Due to a class action suit in the 90s Smith Barney was mandated by the courts that 25% of all new financial advisors hired must be women, their punishment my opportunity. Now don’t get me wrong, I had the skills, knowledge and ability, which landed me in the top quintile of Smith Barney advisors but that was NOT why I was hired.

How the industry has changed…Today financial firms are actively trying to recruit women not because they are forced to but because they have since learned the impact women have on their bottom line.

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The Femolution Revolution; Why Advisors of BOTH Genders Love It.

They love it, it doesn’t matter whether they are a male or female advisors, estate planning attorneys, or the CEOs of a major firm; they all agree they need to focus more on the women’s market. When I am able to show them a new business model that has proven to attract more women to their business, they love it, especially when they learn that same business model does a whole lot more than just attract women!

Women are creating a femolution revolution in financial services that is long overdue. Women clients are not happy with their current advisors and are demanding better service. Female advisors are tired of the traditional approach to prospecting and selling and integrating a softer more authentic style to the process.

This combination is squeezing the industry from both sides, creating a femolution revolution that is changing the paradigm in financial services and forcing a change that is refreshing and attractive to clients and advisors alike.

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3 Compelling Reasons Why Focusing On Women Attracts More Male Clients

It’s time we gave men some credit where credit is due and I’m not just talking to women. Just about every advisor (male or female) who works with me to create a more female friendly practice is afraid to take it too far in fear of alienating the men, yet in most cases the opposite occurs. When you redesign your practice to appeal to women you inspire more interest from men.

Here are 3 compelling reasons why focusing on women attracts more men to your practice:

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5 Keys to a Powerful Prospect Presentation for Women

A typical client presentation comes with charts highlighting asset allocation, bio’s touting licences and accomplishments none of which really tells the prospect who you really are and what you believe. In fact the only real differentiating factor between presentations is the name of the Financial Advisor.

A good prospect presentation must validate who you are and WHY you do what you do. What the prospects see should not say what you are saying but validate your message and enhance the learning experience.

5 Keys to a Prospect Presentation for Women:

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Financial Advisors Are Asking: “Why Should I Be Marketing to Women?”

If you didn’t change and adapt you wouldn’t be here today. In the 80s, we went from stock broker to financial advisor, the 90s from transactional to fee based business. The 2000s combined banking and financial services. The next shift has already started. The question is are you ready?

Women are quickly becoming the most lucrative market for any financial advisor looking to grow their business.  They are controlling more wealth and are not happy with their experience in financial services.

Women clients want something more, something different and if you don’t provide it they will find an advisor that does.  If you haven’t incorporated a more female friendly practice your future may look rather bleak.

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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?

×

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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