Financial Advisors are Getting It

This time it’s different, it seems financial advisors are finally getting it.  If you didn’t reach out to all your clients during

the recent volatility I guarantee you someone else has.  Just this week one of my female financial advisors learned this for real.  After our coaching call I sent her off to call every client in her book and soon after she sent this email.

“I was talking to my client today.  She said “funny thing.  I’ve had several financial advisors call me today asking how I’m doing in the market and if my advisor has been talking to me”.

Financial Advisors seem to be recognizing that a market down turn and volatility is a boon for prospecting and capturing new business.  Whether you are a new advisor with few clients or a seasoned veteran with and existing book today you should be calling every prospect, friend, family member and acquaintance you know, now is the time to harvest the relationships you have sown.

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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?

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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.

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