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Female Advisors Excel in Volatile Markets

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Now is the time when the strengths of female financial advisors really kick in.  These volatile markets creates lot’s of emotions in clients and prospects, women are naturally great at helping others work through emotional concerns, now is no different.

It’s not enough today to just give clients a regurgitated report from one of the million analysts YOU have to have be able to empathize and relate to your clients today  acknowledging their fears and not disregarding their concerns.

I heard an interesting point at a recent conference of money managers, he said “It’s not enough to just share what is happening in the markets, you have to have a plan.” I TOTALLY agree with this key point.  I realize that just because the markets are experience huge swings you can’t disregard your original plan or philosophy which supports your investment decisions but giving clients SOME other options is important.  Just as the markets are real so are their fears.

The key here is to present a plan based on further movement or triggers going forward it’s not about making changes TODAY in the heat of the moment.  Often times when you are able to delay the decision making process the emotions settle down and more rational reasoning kicks in.

And don’t limit this approach to just clients, prospects need your help now as well, this is a great opportunity to reach out to all your prospects and show them the value you bring especially when times are tough.

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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