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Are you a femXadvisor?

 

Women hold the key to the future and are searching for advisors who are committed to serving their financial needs. You must be at the right place and time in your business in order to capitalize on this rapidly growing market. 

Let’s start with you…

Step 1:  What type of Advisor are you?

When it comes to the women’s market we find that most advisors fall into one of three categories Dipper, Wader and Diver.  Depending on who you are and the category that best suits you will help to determine which coaching program is right for you.

Dipper1

You recognize the importance of focusing more on the women’s market but quite frankly you really don’t have the time, energy much less motivation to make any substantial changes. 

WADER

You know you don’t have all the answers and are open to coaching and new ideas, just not too much, too fast.  You want to attract and retain more women clients but you prefer to wade in, getting comfortable with each step you take knowing the process is having a positive impact on your clients. 

DIVER

You are all in! You have been searching for something like this for a long time. The growth potential feels exciting and energizing.  You want to make things happen now and get the ball rolling but you need the structure and a clear process to keep you on track and moving forward. 

Step 2 – How do you want your focus on women to impact your business?

❒ Are you looking to increase business growth by 30%?

❒ Are you ready to generate 3x more referrals?

❒ Is building stronger relationships with your female clients a priority?

❒ Would you like to generate leads and prospects faster without cold calling?

❒ Do you want to turn your events into a more engaging experience and lead generating process??

❒ Are you looking to build your brand as an advisor committed to women?

❒ Do you want to create more COI opportunities by leveraging your focus on women?

❒ Would you like to feel more confident articulating what you do in a way that inspires immediate interest from women (and the men who love them)?

❒ Do you want to feel more passionate about what you do knowing your are making a more  meaningful impact?

❒ Or perhaps you are simply tired of the old school approach to building a business ready for a more meaningful and authentic business model that attracts more quality clients.

If you checked off 3 or more let’s continue. . .

Which program is right for you?

 

TYPE OF ADVISOR: DIPPERWADERDIVER
Recommended Program RISE
GROWTH
GROWTH
PREMIER
Length of Program 6 mo 12 mo12 mo
Extensive Online Library filled with tools & scriptsXXX
Female Focused Email Marketing Monthly ContentXXX
Best Idea Calls Providing quarterly inspiration XXX
Training Portal 12 key training modules with video, audio and worksheetsXXX
Group Coaching Calls Ideas, strategy, coaching and accountability twice a monthXXX
Business Retreats Live on-site business growth and personal coaching with AdriXXX
Get Started Strategy Session Clarify your strengths both business and personal XX
Seminar Marketing Kit includes presentation, invitations, scripts and more XX
Accountability Coaching with Adri over phone XX
Personal Coaching with Adri Business and personal strategy, marketing and accountability  X
VIP Access to Adri via email and phone 24/7  X
 RISEGROWTH
GROWTH PREMIER

Choose Your Program: 

Enroll
Now!
Schedule Strategy
Session

 

If you are committed to creating a more female friendly practice that inspires women to become more engaged in their financial affairs then we are committed to providing you with everything you need to quickly and effectively build a program and marketing strategy that attracts more women as well as the men who love them. 

 

“Adri, I have brought in over $9 million in the 6 months we’ve been working togetherI haven’t even launched my new female program yet and already I am attracting my ideal clients. In the past two months I have 3 new clients all of which are exactly the kind of women I love to work with.”  -Alison

 

“Thanks to your coaching program in less than a year and a half I have grown from $0 to $22 million assets under management and I see no end in site!!  Thank you.” -Lisa

“One of the greatest features of the Growth Coaching was that I was reminded why I do what I do.  Before joining the program, I was caught up in minutia of my business and in the weeds of the business. By rediscovering my message I am much more focused and efficient. Adri’s coaching removes the external distractions and I feel so re-energized” -Felicia

“Adri’s process has honestly been life altering. I have muddled my way through this industry trying to find the answers for years. In retrospect, it’s easy to see how I lost myself, along the way. I share my story and the experience I have had from Adri’s coaching because I believe there are other advisors who feel the way that I felt and I know Adri can help!” -Claudia Rivers, Rivers Wealth Management

 

The moment Advisors fully commit to the women’s market and begin applying the Adri’s Coaching Tools and Strategies the impact on business growth is IMMEDIATE:

 

  • $3,000,000 and 2+ referrals: Ann Singleton on a cold call with a man who proclaimed to be a self- investor she shared her story “why women”. He immediately referred two women to her and eventually became her client as well totaling over $3,000,000 in total assets.
  • 99% appointments: Ray German an Estate Planning Attorney Opened his seminar sharing his story “why women” and got the most appointments from one event ever, and this was with a MIXED audience!
  • $10,000,000 account: George Arky after profiling a new couple he began by sharing his new story “why women” and his compelling message designed for women, the wife leaned forward and became fully engaged in the conversation and the husband noticing his wife’s interest said “When can we get started. This was a $10MM account.
  • Gained more clients, attention and loyalty: Monet an $800,000 producer at her annual presentation to the employees of one of her 401K clients, fueled by her recent success focusing on women she chose a women’s topic even knowing the audience was 80% men. She had more employees of BOTH genders reach out to her after the presentation asking advice. Her contact at the company raved about her choice in topics and she earned greater loyalty, respect and new accounts.
  • Gained media attention: Janice Goldman after years of dabbling in the women’s market she finally committed fully to the women’s market, using her new story and compelling message and inspired media attention securing multiple radio and magazine interviews. Her success prompted Janice to write her new book.
  • New high net worth client: She posted her story “why women” on her website and when perfect strangers called in inquiring as to her services they commented that it was her story that made her different.
  • Women became their primary source of referrals: The moment they fully committed to the women’s market playing off their Savvy Women Seminar they started a radio show “SavvyUP” and the response from both women and men inspired their full commitment to marketing to women.
  • In her first attempt she landed two appointments with high-level executive women: Kim while attending a charitable event for women shared bits of her brand new story and focus on women and immediately attracted a top-level executive who asked for an appointment. Following the event she received an email from another high-level exec requesting time to meet.
  • Her focus on women totally changed the meeting dynamics: Susan was meeting with a couple who had been long term clients, this appointment she spent 90% of her time speaking directly to the woman and just this effort totally transformed the dynamics of the meeting, while at first she was concerned that the husband would feel ignored he was even more receptive and pleased with the results.
  • An immediate referral: Ellie a new advisor with no contacts or database was struggling to get noticed and attract new business. The moment she committed to the women’s market she started using her new tools and strategy at social events and the interest in her was instantaneous. In her first attempt she was given a lucrative referral and the women are still talking about her.

 

We make marketing to women easy, fun, and highly effective for financial advisors.
Learn more >

Grow your business marketing to women.

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?

×

Wednesday, 9/25/2019

3pm ET / 12pm PT

Check your inbox for details about the webinar.

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