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We just need 50 female advisors to make an impact on the industry

Ladies, I need your help. I need just 50 female advisors to participate, and if you are currently begin coached by me, this is a MUST DO.

I have been approached by Advisors Ahead, a progressive company and am personally acquainted with the founder and President. Their mission is to provide better training and a screening process to help enhance the success of new financial advisors. In their process they are incorporating a new personality test through a partnership with Congrade to help identify the characteristics that indicate the potential for success in new advisor candidates.

Their challenge is they do not have enough women in their initial study. That’s where I come in and why I need your help.

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Startling Reasons Why Female Advisors Must ‘Go For Broke’

She sat across the table from me diligently working on a new script. I had heard her on a few previous calls with potential clients; her strategy was clear and her execution process was by the book. She pressed for the sale and ended each call asking for a commitment. But closing the sale was difficult and the entire process was so much work.

She would come in to the office early and stay late, and made more contacts than her peers (all male), but her numbers were not what they should be.  Knowing her as well as I did, it was hard to watch her struggle and, as a coach, it was really difficult for me not to speak up right away, but I knew when she was ready she would ask for my help.

As a natural achiever she was constantly searching for the perfect process, the right words that would generate more positive results perhaps that’s why she finally reached out and asked “What are some questions I can ask that will help me uncover the issues better?”  We talked about her process and I shared a few questions that could better open up the dialogue. Then, I told her what I believed was her real challenge, and what I thought could unleash her success.

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3 Surprising Keys to Sizzling Seminar Results

Many advisors are terrific educators, truly adept at explaining the world of investment and finance… but when it comes to seminars, this is NOT what brings in the business. (In fact, sometimes it drives prospects away!)

If you want to deliver a really great presentation, you have to do 3 key things:

  1. Engage,
  2. Educate, and
  3. Elevate.

Unfortunately, most advisors focus 99% of their time and energy on educating.

BIG MISTAKE.

Why? Because it’s boring – and if you lose their attention, you lose their business.

To generate great results from your seminar, you have to do more than deliver a lecture.

Here’s what you need to remember:

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Female Advisor Suddenly Lost Her Mojo (and how she got it back)

This advisor had been very focused and achieving new levels of success then suddenly lost her mojo.  It started small and now due to personal issues it snowballed.  In the beginning it was not getting the support she needed from the sales assistant, later it was not having a team to work with, of course compliance always played a role in creating her frustrations and negative attitude. Then more recently she experienced some serious challenges with one of her daughters, what was a dark cloud now became a potential twister in her mind. 

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Two Strategic Methods To Get The Benefits Of Direct Marketing

If you are still doing business as usual you may want to consider changing it up.  While seminars continue to be a viable source of new business you must stay fresh and rethink how you can attract more qualified prospects to your events to get new business.

Many advisors use a direct marketing company to promote their seminars and events.  While this is an effortless way of filling the room it can also be costly if not managed properly.  The biggest frustration to this process is buying lunch for someone who is only there  for the meal.  But there are two strategic methods to get the benefits of a direct marketing process without the unnecessary expense.

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Which Advisor Are You Most Like?

Scattered: Michelle was scattered. She was a networking queen and had made tons of contacts, yet she was struggling to convert contacts to prospects and prospects to clients. She was working way too hard and not getting the results she wanted.

Undervalued: Peg was accepting clients with low assets, she knew she shouldn’t be working with any client with less than $500,000 but she couldn’t say no or turn people away. This was really creating a drag on her business growth and exhausting her.

Lost Her Identity: Tiffany was working with her father who had built a very successful practice, but following in his tracks was feeling very uncomfortable and not natural. She knew she could be doing better but couldn’t uncover who

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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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