skip to Main Content

Haly B. – RW Baird

A high achiever by nature, Haly was struggling as a financial advisor. A former engineer, Haly had left her technical career to 

build a practice as a financial advisor. Her desire to help others was contagious and her technical skills surpassed many more tenured advisors, but unfortunately, after three years, her high expectations were being suffocated by her low performance. Despite her hard work, she feared that the company would soon let her go.

But then, everything changed. In September 2010, Haly attended the Breaking the Mold Conference and this two-day experience opened her eyes to a whole new way of doing business.

By leveraging what she learned at this event, plus the support of ongoing coaching from Adri, Haly achieved a truly remarkable breakthrough. In less than a year, her assets more than doubled and her production went up 300%.  She is now being showcased as one of the top up-and-coming advisors in her firm.

Since she attended the Breaking the Mold event, Haly has:

  • Transformed her fear of being fired into praise for exceptional performance
  • Generated many, many more referrals and introductions than ever before
  • Attracted new households averaging $750,000
  • Established a successful, ongoing series of networking events: “Wealth Talks with Haly”
  • Increased assets and gross by 300%

Haly’s success reaches far beyond her numbers… it shows in the confidence she carries into the office every day. It’s in the fun she has planning her next event. It’s in her passionate, fearless approach to business as she follows her instincts and honors her deep desire to help others.  And perhaps most importantly, it’s in her realization that a feminine approach to business, built on her unique skills, strengths and interests, is her key to ongoing success.

And it all started at Breaking the Mold: A Workshop for Female Financial Advisors.

Come experience the difference this conference can make. For more information, click here.

 

 

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?

×

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?

×
Back To Top