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Female Financial Advisors Take Note

I have to say I am quite impressed. More male advisors have purchased my new seminar Savvy Women Invest on Purpose than female advisors!  While I have preached the value and benefits of targeting the female market I rarely encounter a male advisor who is really recognizing the time is now.  What is interesting is that many of the male advisors recognize that the more they reach out to the female client the more they will attract the male client as well. 

The reality is most men WANT their wives engaged in the financial affairs they just don’t know how to get them interested. A prime example of this was when my client Haly hosted her first Savvy Women event. Before the event began her first response call to her invitation was from a man with over $900,000. He called to say he saw her invitation and has been wanting his wife to become more involved. He then said “We have about $900,000 we want to rollover, can we come in and see you?” Now THAT is a great testimonial.

I work with so many female advisors who are quite passionate about targeting the female client yet even they are a bit nervous about painting themselves into a corner. The fear is that if they create their compelling message based on the female market they will miss out on all the other male client opportunities. This can’t be further from the truth. 

As you share your title, focus and compelling message all of which is geared towards attracting more female clients all you have to do is ask the man you are speaking with “Mr. Smith how involved is your wife?  What will happen when you pass and she is left managing all the money?  Wouldn’t you like her more engaged and feeling more confident about making financial decisions?”

” Well that’s what I do!”

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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