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Female Advisors become Crystal Clear

Last week on one of my Pink Office Mastermind calls a female advisor finally used it and got it. Paula was at a networking event, one of those events where you get to share who you are and what you do. While this was not a new group and she had shared her message numerous times she finally used the new script we created. Immediately following this event she was approached by an attorney who said “I finally get what you do, I’m going to have my client call you this week, she needs your help.” My client finally got it.

During our call Paula confessed that had she not used this new compelling script, had she not shared a message that was crystal clear as to who is the client that she is passionate about working with she may never have received that referral. Financial Advisors are on the eternal quest for the secret to getting more referrals and the answer is so simple. Zero in on exactly who the client is that you want them to refer to you, be specifics about their circumstances, clarify the issues that these particular clients face and you WILL get referrals.

Our desire to grow the business and generate referrals is overshadowed by our fear of denying ourselves potential prospects by narrowing our market, this couldn’t be further from the truth. Yet financial advisors continue to let this fear drive their decisions which only acts as a forcfield to any real referral opportunities. Whe we make decisions based on fear we are more often than not making the wrong decision.

Do what you fear the most and great things will happen.

 

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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