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Financial Advisors Remember Their Purpose

As I watched my son develop during his 16 months in Iraq I realized it wasn’t just the military experience that made the difference it was the sense of purpose he had in what he was doing that accelerated his growth and maturity. This same sense of purpose created a focus and drive he never experienced before. His experience reinforced my belief that we can only achieve our greatness when we are driven by a purpose bigger than ourselves.

As a financial advisor while you may not be dodging bullets or marching in cadence under the American flag you are performing a purpose that goes beyond your own life. As a Financial Advisor you are helping your clients enjoy the freedoms and opportunities that America provides.

While your role as a Financial Advisor may at times feel like just a job yet it too comes with a tremendous responsibility. As a Financial Advisor you become the guardian to your client’s financial future. You chart out their path that will lead them to financial security, independence and for many prosperity.

It’s easy to get caught up in the day to day routines, answering emails, processing documents, prospecting for new business, losing sight of the importance of your job and value you provide. Take some time this week to reflect on your role with your clients, the value you provide and the sense of satisfaction you gain when you see your clients living a prosperous and fulfilling life. Remember that you are making a difference every day with every client.

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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