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How Female Financial Advisors Reach the Million Dollar Status

For Advisors, results don’t get better than this

As a female financial advisor we have few million dollar female advisors to look up to, thus we often set our sights below our potential. 

This limited vision can be the single biggest factor in turning a good business to great.  You may have all the skill sets, process and ability to achieve the million dollar mark but if you can’t perceive yourself there you won’t achieve the goal.

If you want to be a million dollar producer you must think, act, talk and make decisions as would a big producer, regardless of the stage of business you are in. 

During my first year as a financial advisor I was required to listen to the weekly “Rookie” calls every Tuesday night.  Each call would feature a “rookie” who had achieved success in one aspect of building their business.  I found every excuse to miss these sessions as I found little value in learning from my peers. 

If I was going to learn from other advisors I wanted to learn from the Million dollar producers whom I aspired to be. 

I realized that to be a million dollar producer I must perceive myself as a top producer TODAY.   As a result everything I did as a new advisor, every decision I made was based on my perception of myself as a million dollar producer. 

Each morning I would recite my affirmation statement which started with,

“I am a million dollar producer…”

I approached my business and my clients as if I had $100,000,000 in assets under management, the only thing I was missing was the assets (but I knew they would come).  

As you go about your day, with every decision you make ask yourself, “If I were generating a million in production would I say, do and act that same way?” 

From this new vision will come a new more confident approach to speaking with prospects.  

You will find yourself more definitive in making recommendations.

You will spend less time chasing a prospect and more time attracting new prospects. 

You will begin to delegate more of the daily “busy” work and stay more focused on the activities that add value to your clients and generate assets and production

It is this vision and perception of yourself that can transform you business, redesign your practice and reenergize your life. 

Remember you can only achieve what you can perceive.

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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