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For Female Advisors Trust Comes Naturally

Because of the shift toward relationship-centric business, building trust is your Number One priority. It is the foundation that new business is built on today – not the reputation of your company, or even your knowledge base. People want to trust you more than they want to hear what you know. Here’s what they look for:

  1. Authenticity – Being true to one’s own personality, spirit or character, despite pressures. Living one’s life according to the needs of one’s inner being, rather than the demands of society or early conditioning. Authenticity leads us to open up and share, and through our shared experiences and stories, clients begin building trust and confidence in both your ability and your sincere desire to do what is right for your clients.
  2. Transparency – No hidden agendas. Full disclosure of all features and fees on products and investments, and full disclosure as it relates to your experience, areas of expertise and capabilities. Knowing what you will and will not do, and your sense of integrity are critical to building solid relationships that stand the test of time.
  3. Education – Blind trust is a relic of the past. Today, clients want to understand their decisions before they make a commitment, and they expect their Advisor to take the time to discuss concepts and strategies.
  4. Personal Relationship – While clients used to identify with the firm they worked with, now they identify with the Advisor. The personal connection has grown more significant than the brand.
  5. Communication – Clients expect quick and easy access to news and information, and they look to their Advisor to filter out the noise. They want regular communications regarding the markets, the economy and their portfolio.
  6. Value – It must be tangible to you and your clients. Performance is a given; but what value do bring to those you work with? How are their lives better as a result of your work?
  7. Ethics – A word that has slipped through the margins of profits, it is coming back to the forefront. Understanding the values and principles you live by and how those principles are applied to your business sets the bar for what the client can expect.
  8. Partnership – Collaboration is now mandatory. As an advisor, you have a responsibility to engage every client, regardless of his or her desire or interest. Working with them means understanding them.

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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