skip to Main Content

Do People Know Your Value? If Not, You’re Missing a Lot of New Business!

If you asked your family, friends, associates, or people you know in life, “What do I do?” how would they answer? Would they know exactly how to describe what you do and the value you bring to the table? Would they all say the same thing?

If you answered “I don’t know.” to these questions, you’re missing a lot of new business!

You see, most of the financial advisors I coach want to attract more business. The problem is they have no message. Their friends and family would say, well, they’re a financial advisor, which takes your business nowhere. You genuinely have to identify who you are and what you do.

You have to have somebody help you peel the onion back on who you are to pinpoint your value. This is a real challenge for many female advisors. 

You must first know your value, which I guarantee you it’s not your portfolio management skills. It’s so much more than that! Until you peel the onion back and uncover what you genuinely bring to the table, you may never know.

I know coaching programs will say, well, create a focus group. Ask your clients what you do. I’m sorry, I disagree with that method! Do I teach my clients how to use a focus group? Yeah. Because a focus group is a fantastic prospecting tool, but only after they know their value.

You see, your real value is the benefits that your clients gain after they have been working with you. Things like:

  • Confidence
  • Clarity
  • Peace of mind (This phrase is overused. So don’t use it.)

As you can see, this is how a client wants to feel about working with you. That is your value. And until you grasp your value, you’re going to have to continue chasing clients.

Isn’t it time to start attracting clients with a unique, compelling message that’s totally you?

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?

×
Back To Top