Dynamic Follow Up For Financial Advisors Captures 25% More Business

Most Advisors allow 25% or more potential clients to slip through their fingers.  Just because they are not ready to do business now, potential prospects often get lost in the database, or advisors lose interest in following up. That’s why a nurture email and a dynamic follow-up program are SO essential to capturing more assets.

A Dynamic Follow-Up Program is all about adding value, and you must GIVE to RECEIVE.

Prospects need to see the value you provide that they are NOT getting from their current advisor. Let me explain and give you a perfect example:

Quinn, a brand new Advisor with no sales experience, joined a new team.  As their coach, I suggested she focus on COI’s, promoting her focus on women.  While I got some resistance from the senior partners who stated, “COI marketing doesn’t work and takes too long.” They trusted my judgment and have since changed their tune.

Quinn’s calls and meetings were NOT to promote the team as total wealth advisors but zeroed in their desire to engage and educate women. In one month, Quinn secured seven appointments with Divorce Attorneys.  After each meeting, he used one of my Interactive Nurture Emails as a follow-up and got an immediate response from the attorneys who shared, “This is really good.”  

Using one of our femXadvisor interactive female-friendly tools, Quinn VALIDATED her commitment to helping women and showed the attorneys the VALUE she provides that other advisors don’t.

Free Phone Script for COI’s

Download a free tool from our coaching program: FREE TOOL: COI Script & Strategy to Fill Your Pipeline

Having unique tools that women love can totally transform your follow-up program creating more traction and interaction.

Most advisors’ challenge is finding those tools, which is why our coaching clients love accessing our Interactive Library filled with quizzes, worksheets, and provocative questions that reinforce your commitment to engaging women more effectively.

Here are a few different ways you can use interactive materials to connect with women:

  • Seminars: Send helpful worksheets, checklists, or quizzes that provide additional value and reinforce the message from your seminar

  • Networking: You’ve just initiated a relationship with new women, by using some key materials from the interactive library you can keep that relationship alive and even elevate it to accelerate your client conversion.

  • Cold calling: You can warm up cold calls by sending material designed for women piquing their interest before and after your call.

  • Meetings with COIs: After meeting with a center of influence and sharing your focus on women, you can forward examples of the kinds of emails you send to your women clients validating your commitment and focus on women

By integrating a more female-friendly email and follow-up program, you will begin to gain greater respect and appreciation from your female clients and contacts generating more interest, referrals, new accounts and production.

Learn more about our coaching programs.

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MANY FEMALE ADVISORS FEEL UNINSPIRED & “BOXED IN” BY THE TRADITIONAL MODEL FOR DOING BUSINESS.  AT FEMXADVISOR WE PROVIDE A NEW MODEL FOR WOMEN THAT PROVIDES THE COACHING, TOOLS AND A PROVEN BUSINESS FRAMEWORK, THAT PROPEL FEMALE ADVISORS TOWARD GROWING A THRIVING & LIFE-GIVING PRACTICE THEIR WAY.

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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!

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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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