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How High-Level Women Advisors Rework the Path to Success

The financial industry only values success in terms of numbers, new accounts, net worth, how many assets you’ve brought in, ROI (return-on-investment), right? But there are many paths that lead to this measure of success especially for women advisors. 

Alexis, a coaching client, is a working mom who has been pushed to her limits! She has been struggling with kids at home and running a business while working for a fabulous firm that she loves.

When a woman experiences something that pushes her so far that she is willing to step out of her comfort zone and do something different, it is a good thing. 

That is what happened with Alexis! She learned to balance her work and family life with ease. She’s more energized and productive.  One of the most dramatic shifts she made was ditching time blocking to manage all of her responsibilities. Instead she implemented a powerful strategy that is getting her better results as a female advisor! 

I was taught to time block my schedule yet as a woman I am not a linear thinker. We know men can be very linear in their thinking. My husband can go down a path, turn it off then go down another path without missing a beat.  Not me! I’m all over the place. My female brain works a different way. So do most women advisors!   

So what did Alexis do that made such a huge impact on her business? She blocked out the first half of every Monday and Friday in her schedule just for her! Clients are not allowed to book appointments.  She will not let her team infringe on her time. These 5 hours are just for her to focus ON her business instead of working IN her business. 

What the financial industry doesn’t see is how this simple shift allows women to gently shift from mother/family mode into work mode. This is so powerful because it gives her a space where nobody is invading her time. Now she gets more done in those 5 hours then she gets done in 3 days with interruptions!  She’s learning that when she carves out time on Monday and Friday to really explore and be creative with her business she’s more energized, she’s more productive, and her passion is palatable. You can just feel it radiating from her and to her surprise she is getting better results as an advisor.  

There is more than one way to grow your business as a female advisor.

Yet, that way doesn’t always work for women advisors because our brains think differently, we process information differently than the traditional male business model asks us to work. 

You must understand and embrace what energizes you and then create boundaries in your life so that you are constantly energized and inspired.  You can’t even begin to imagine the benefits it will create in your practice. 

Take a look at your calendar right now. Start blocking off time that makes you feel good about you! This is a huge factor in your success as a female financial advisor.  

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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