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Creating A Magnetic Practice in 3 Steps (no elbow grease required)

What if you became a magnet to new business? Every time you turned around a prospect or business opportunity presented itself to you! You never had to ASK for referrals (something I abhor) they just came to you unsolicited. Whether you are at the grocery store, dog park or intentional networking event, someone became interested in what you do and the value you provide. Can you imagine what that could do to your business much less your life? Instead of chasing prospects and hunting for business opportunities, new business just gravitated to you and your practice.

All right I can hear you now “Oh yeah Adri, nice thought but to succeed it takes hard work and a lot of elbow grease”.

We seem to think that the only way to succeed is to put in long hours, work hard, be highly disciplined, be efficient with our time and check everything off our list.

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Get Bossy With Your Clients!

Will you get bossy with your clients?

Like Sheryl Sandberg in her recent Wall Street journal article I too was called bossy. Always organizing everything, making sure everything ran smoothly weather in my family, with my friends or in my case on the volleyball court. While in sports this desire to take charge became an asset eventually translating to a full scholarship to UNC. Socially I was made to feel like I was “Controlling” or “Bossy”. I know many female advisors have had similar experiences.

In the corporate world being bossy can become a detriment, offending some male egos and challenging the position of female coworkers.

But as a financial advisor BOSSY is a

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Without this one tip, Advisors are spending months or even years trying to develop new prospects

The relationship process from prospect to client can be long and tedious. It requires lots of time, contact, and patience UNLESS you start with your personal story.

There is no doubt your authentic story can be your most powerful tool to building new relationships and securing the commitment of a new client. It’s a powerful tool and the best part is it’s authentic; if it wasn’t, it wouldn’t work. If you never learned any practice management tools or processes and only had your story to share with potential clients, odds are you would STILL be able to build business and get commitments from new clients.  Why? Because your story promotes TRUST and softens the listeners defenses, turning them into warm soft putty.

So, what are the best ways to use your story?

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Are You Letting the Financial Industry CHANGE YOU?

I’d love to say I’m a miracle worker, but in reality it wasn’t me that did it, my client Tiffany turned her business growth around for herself. After our first coaching call she scheduled 7 appointments; after our next coaching call she secured one of her biggest annuity contracts EVER. OK, maybe there was a little bit of wise coaching involved 😉

What Tiffany did

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An Incentive Program that Attracts More Women Clients

As an Advisor, you can create an incentive program that encourages women to become smarter, inspires them to become more connected with you, and excites them enough to share their experiences with other women. 90% of women know they need to be more engaged and 62% want more education, so let’s give it to them.  Don’t wait for them to ask.

An incentive program is like creating a club like atmosphere where women must qualify to be included in the group. To qualify they must accomplish

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What happens when you brand yourself as the financial advisor for women?

When your business goes viral, you know you are on the path to success. That is exactly what happens when you brand yourself as the financial advisor for women, they take you viral. You can dabble in the woman’s’ market or embrace it wholeheartedly knowing the future of the financial services industry lies inside the pocket book of women.

The best way to develop your brand is by

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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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