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Financial Advisors Learn from Experience

My client called to tell me his son just admitted himself to a rehab unit. Another client has spent this month managing a manic son who struggles with Bi-Polar disorder. I have another client whose husband is about to undergo a serious spinal surgery and another that with just two days notice adopted a set of infant twin boys. That’s all happened in just one month.

Life happens to us all, whether the event is a celebration and addition to our lives or an illness causing additional responsibilities and often burdens to our already busy lives what you experience gives you a greater understanding and empathy for the multitude of unexpected events that can touch us all, even our clients. These events certainly cause us to re-evaluate our priorities and redefine our daily work schedule (at least I hope that is the case) they are also an opportunity to validate why developing a good financial plan is critical to us all.

Everything that happens to us creates an opportunity to reevaluate what we do and why. Taking that new perspective and applying it to your business can create new opportunities to develop relationships, inspire more meaningful conversations with clients and prospects and often make us much more efficient and prioritized with our time.

It’s not unusual to feel somewhat alone, isolated even disadvantaged when life reaches out and grabs us but as a coach who works with hundreds of financial advisors from all over the country I can confidently tell you that you are NOT alone. We will all be faced with challenging times in our lives, you can allow this to completely disrupt your business and your life or you can embrace the challenge and confidently make changes to your business, your schedule and your life so that you can gracefully learn and grow from the experience.

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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