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Financial Advisors Must Think Pink

Last week I presented “The Keys to the Ladies Room” to a group of both male and female financial advisors.  The purpose of the presentation was to help all the advisors become more effective at connecting with the affluent female market.  What they learned was so simple yet so amazing. While they came looking for tools and resources they got something totally different.

While all my presentations are designed so that you leave with something done and ready to implement, this presentation I knew had to be all that and MORE.  I had to create an environment that was different.  So instead of the standard set up we had white table cloths with pink tulips in glass vases on each table. There was a bouquet of flowers on the podium and pink napkins at the banquet table, my famous “pink” journals provided to all the participants took it to another level.  Our efforts to change the environment had more of an impact then even I imagined.

When women walked in the room she smiled expressing pleasure at such a nice setting, when the men entered you saw the hesitation and you knew they were wondering“What have I gotten myself into?”. We had changed the rules. Instead of the typical environment developed by men for the male client we created an environment by women for the female client.  This was probably one of the most compelling points of the presentation. Even the female advisors had lost sight of what makes women feel more comfortable.  We have gotten so lost in the business world developed around men we have just conformed.

If you plan to work and want to develop great relationships with your female clients then maybe it’s time to start thinking PINK.

Ready to reignite business growth & create an extraordinary life, your way?

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 *

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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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