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Female Financial Advisors Need To Stop Being So Nice

Stop being so NICE. I can’t tell you how many women I have coached and their desire to be LIKED is their biggest hurdle to success. Being nice, warm and personable is definitely an asset as a financial advisor; those same skills allow you to develop relationships with prospective clients faster with a stronger foundation of trust. The problem is you have to learn how and when to turn off Ms. Nice and turn on Ms. Serious.
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Why I Hate Business Plans

I just read a great article in the Entrepreneur magazine about Business Plans and it was music to my ears. As a former female advisor I was constantly asked to create a business plan for each year. Now I am NOT a detail person, I work based off of a vision, ideas and ACTION. The thought of putting all the details in place on paper as to what I plan and expect to do over the next year much less three to five years is like torture.
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It’s good to get your hands dirty

How often do we hear about a president, CEO or business owner that has lost touch with their constituents or their employees? Their lofty positions cause them to lose focus as well as respect from those they serve. Taking the time to re-experience some of the basic mundane or routine activities that makes your business work not only gives you a fresh perspective of where you started but you gain greater appreciation and respect from your employees.
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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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