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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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Female FAs are looking for Success in All the Wrong Places

I didn’t know what was holding me back. When I left the financial services industry in 2004 to open my own coaching practice I applied all the skills and discipline I learned as a Financial Advisor and quickly built a successful coaching practice making 6 figures.

Then I got stuck.

I tried everything, from launching new products, making more calls and telling my husband I would make a million. I set my goals and put them out there to God and the universe, but I still couldn’t get beyond my initial success. What the heck was I not doing?

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How to Engage the Audience and Get Buy In

Step 1: How to Engage the Audience

The first 10 minutes of your presentation can make or break your event. Your intro can determine how many appointments you get, the number of referrals you receive and your reputation as a great presenter. Therefore how you begin the presentation is one of the most important components to a highly productive event. First you want the audience excited about what you plan to present and anxious to hear your content. Second you want to share your story and compelling introduction so that they are crystal clear who you are, why you do what you do and who you do it for. But unless you get their attention they may not hear anything you have to say so make your intro compelling:

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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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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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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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