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How I Would Build a Financial Practice Today

If I were to go back to being a Financial Advisor and had to build my practice from scratch, I would most definitely apply all the skills and strategies I teach. Here is exactly how I would build a Financial practice today:

Being that most of my network are already Financial Advisors, I would have to start developing a database from scratch. Unlike many women, I have never been one to join local organizations or networks, so even my personal and social database would need some development. I would develop my clear and compelling message, develop my brand, and then start marketing that brand everywhere. I would try and take my community by storm.

  • My focus and tribal market would be women:
    Who are constantly in search of ways to better their lives and those of others.
    Who are always searching for new ways to enhance their health, enhance their community and improve themselves.
  • My office would be built out for women; while my strength is definitely not decorating I would hire a decorator to help me create a beautiful almost spa like quality to my office. Soft warm colors, interesting furniture and beautiful art work.My mission, vision and value statement would be professionally printed (large almost poster sized) and hung in a cluster on the wall. I would have a small conference room that could seat up to 15, not the typical office furniture, but fun, soft, tones with maybe a cute chandelier. I would have tables that could be moved into a U shape for workshops or moved to accommodate other style events.
  • My process for working with women and couples would incorporate questions that make them think and force them to explore their values and principles. I would have them complete a questionnaire without sharing it with each other until meeting with me. I would make it very clear that my objective is not just to manage their money, but to help the women feel more confident and capable of managing the investments, as she would likely be in charge at some point.
  • I would host regular events for women on a monthly basis and for couples once a quarter. I would use my Savvy Women Invest On Purpose and build my brand around that event, incorporating additional educational workshops monthly. My calendar of events would become my primary marketing tool.
  • I would develop a WOW program for my clients that women love. I would incorporate a beautiful organizational binder that is integrated into my process. This binder would be updated and added to each quarter. I would provide the women a special “Money” journal where she would write any questions and concerns regarding her money and financial future. I would send them gifts that they share with others to thank them for trusting me with their money and for providing me referrals.
  • I would aggressively market my practice and events. I would meet with every organization, non-profit group about a joint event for women. I would reach out to every CPA, Estate Planning Attorney, Divorce Attorney and let them know loud and clear that I am the Advisor for women in the area.Everyone I meet would learn what I am most passionate about and why, men would be inspired to refer their wives, mothers, sisters and friends, women would be encouraged to participate in my events and introduce me to other women who would fit my practice.
  • I would incorporate a fun and interesting drip process that keeps my clients and prospects aware of my value. My material would be geared primarily for women using content that inspires them to open my email and forward my email to everyone they know. (This is why I created the KeyChain Membership Program).

By developing my practice in this manner, I would motivate friends and family to do business with me and I would be building a powerful foundation that will create a cascade of referrals, the protein source for any business.

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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