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How And Why Female Clients Quickly Become Your RAVING FAN

I listened to a great call sponsored by Vanguard about how and why female clients quickly become your RAVING FAN . What I loved was that everything she said only validated the work I do with the financial advisors I coach.

Here are some of the statistics that I found of interest:

• Just over 50% of the women with wealth have earned it the rest have acquired

The greatest motivator for women with wealth is Independence and Pride

• Their lack of knowledge is based on  lack of interest – many women find stocks and bonds boring! Yet this also enhances their desire to work with a professional who will guide and lead them.

• Two of their most pressing concerns: Losing money and making a BAD decision with their money

Philanthropy is a high interest for more than 50% of the wealthy women – don’t ignore this

70% of wealthy women depend on a referral from their lawyer or CPA to find and Advisor

What I found most interesting about this discussion (not that it was news to me):

Lack of chemistry was the number 1 deal breaker when choosing a financial advisor.

In order to land a wealthy female client you must have 3 prerequisites which can be demonstrated:

  1. Good interpersonal skills
  2. Financial expertise
  3. Strong communication skills.

When these prerequisites are met and demonstrated in most every case cost and performance was not an issue.

Another important point that I found fascinating was that :

REFERRALS: 74.6% of the women find advisors through referrals from others

SEMINARS: 57.4% found an advisor through a seminar

COI’s (Centers Of Influence): 37.6% found their advisor through their Center of Influence

COLD CALLING: Just 8.8% of women found their advisor through cold calling.

Why any advisor would NOT concentrate a large percentage of their efforts on affluent women is beyond me. They are more loyal, more appreciative of your value and give you more referrals.

So why when we hosted a national call focusing on targeting the affluent woman was it mostly female advisors that signed up? There not exactly the ones who need the added coaching…..

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!

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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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