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Empower Your Passion, Grow Your Profits

The traditional training, strategies and ideas do not feel right for many of the advisors I coach, especially for female advisors. 

When I became a financial advisor at Smith Barney I went through three weeks of the traditional training in Hartford, CT. As a former athlete, I know when things feel uncomfortable I can push through because the successes at the end will be worth it. So even with my athletic mentality there were many things taught during the training that just didn’t feel right. The traditional model didn’t feel comfortable. I remember a speaker named Ira talking about referrals. His strategy was, “Ask for referrals.” ask this way, ask that way, ask anyway you can! Being a very coachable I accepted this method and gave it my all.

My results: I had zero success even though I was at the top of my class.

How did I get to the top of my class and fail at asking for referrals? 

I didn’t get referrals the way they taught me instead I was inspiring referrals naturally. The traditional business building method didn’t connect in my brain but I was so passionate about helping women like my mother, high-end wealthy women in Newport Beach who struggled to really understand their money. So, I shared this passion with everybody I met.

And what happened?  To be perfectly honest with you my greatest referral sources were men! When I would win over a man, he would refer every woman he knew to me. This worked because I was empowering my purpose, empowering something that was passionate to me, it grew my profits and revenue naturally.  

But I can’t say I always felt successful because nothing I did was the traditional way, nothing I did.  So I’m looking at my activities and saying, “something is wrong here. I must be doing something wrong. I need to learn how to master these traditional skills and strategies.” 

Today I can tell you, NO! The secret to success, I believe is to find your passion and you will find success. Now your message will stem from a real purpose and passion for helping clients. When you empower your passion you will grow your profits and create an extraordinary business with less effort than ever before. 

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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