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How Advisors turn from ugly duckling to beautiful swan

When they first introduced themselves they had no clue what their real value was as a financial advisor, they couldn’t even describe what they do nor who they do it for in any clear and cohesive manner (sound familiar?).

These were not brand new advisors, if they were I could be a bit more accepting of their lack of clarity but these were all seasoned vets who each had more than 10 years of experience and a well established practice.  If I was having trouble understanding what they do, how the heck could their clients understand?  And they wonder why they aren’t getting more referrals!

But to their credit they knew this was their deficiency and signed up for my Total Marketing Makeover workshop hoping to redefine their business and marketing message and that’s exactly what happened.  By the end of this full day they their confidence was radiating, their enthusiasm for what they do contagious they had an authentic story that became their foundation for building trust, they had a compelling introductory script that clearly defined who they are, what they do and who they do it for and their value statement was the fete de complete validating their true value.  They all left armed and ready to take their business to the next level.

So what happened?  What could possibly happen in 8 hours that they couldn’t accomplish in 10 years of being an advisor?  We wiped the slate clean.   I asked them to forget everything they had been taught about the business and consider a whole new way of thinking of their business.  I set them on a mission to define who they are, what it is they want to accomplish and who they want to do it for. It’s really that simple.

I did my part but the rest was up to them.  After 8 hours of creating their message and sharing it over and over again they had almost memorized it verbatim, this is key.  It’s not just the authenticity of the message that makes this such a powerful tool it’s how you present it and share it, without stumbling, without stuttering providing no indication that you are making it up as you go.  The brevity and clarity of your message alone adds tremendous credibility to your words, your practice and most importantly your intentions.

This experience was like watching the ugly duckling turn into the beautiful swan, it was an inspirational experience for everyone involved.

 

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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