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Financial Advisors Transformed In Just 6 Hours

There is nothing more fun than watching a group of financial advisors take experiences from life and craft them into a compelling story. That’s exactly what happened this past week during my Keys to the Ladies Room presentation.

In order to connect with the female audience you must be ready to answer the question “Why do you care about me?” Most women will assume that the only reason you want her to become your client is so that you can generate more commissions. Obviously that is a component to what we do but that does not have to be the complete truth nor the primary motivator.

If you plan to enhance your relationship with existing female clients and or want to attract more female clients you must share your story that shows why you care about women. In today’s presentation we had so many fabulous stories;

  • Pat had a Mother who at 36 buried her husband and delivered her 6th child all on the same day.
  • Sean visited his Grandmother he loved and saw her spend her remaining years in a state run facility only to find out that with some advance planning she could have lived her remaining years in comfort and dignity.
  • Lisa shared her own experience going through a divorce. As a result her desire to become more financially confident resulted in her becoming an advisor and helping other women manage life transitions.
  • Carmen lost her husband at a young age and with no investment experience or financial advise she blew the insurance money on furniture, today it would have been worth $2,000,000.

As each advisor shared their story they learned how to remove all of the unnecessary information, creating a more streamlined message that made a powerful impact.

By the end of the day each advisor had an opportunity to share their final story and what we heard was amazing. The transformation in just a few hours was almost unbelievable.

They all did a fabulous job articulating why they are passionate and sincerely interested in working with the female client, now they just have to use it.

Grow your business marketing to women.

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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