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How to Create Your Story as a Financial Advisor

How to create your Story

Developing your story is powerful tool in developing trust. Allowing others to recognize why you do what you do for reasons other than making money can dramatically enhance your credibility with a prospective client.  While this can be one of your most valuable business building tools it can also be your biggest hurdle.

For some advisors their story is simmering just under the surface, all they needed was permission to share it.  Sharing your authentic story has not always been encouraged in such a stoic impersonal industry.  But for others uncovering that story can take extra work needing heavy drilling equipment.

Your story is usually about why you are really in this business and why it is you are motivated to help your clients.  As a female advisor my story was very simple and clear to me from the day I started as a producer. While my target market was women I shared this story to everyone I met (even the men).

MY STORY:
“As a young girl my father always managed the finances and investments. While he wanted my mother to become more engaged he wanted her to learn it his way.  When she struggled to understand the concept of yield and PE ratio he labeled her as one who would never be able to manage finances. The worst part was she believed him.  As a result of this experience I decided years ago that I would help every woman I met become more engaged in the investment process and more confident in her ability to make great financial decisions.”

This was my story, the question is what’s yours?  Most stories stem from one of these scenarios. As you try and write your own story use these 4 scenarios as your guide to develop a compelling story as to why you care about your target market:   

  1. Upbringing with parents or family life.
  2. Watching a friend or associate experience a life event
  3. Your own personal experience with life, business etc…
  4. Experience as a financial advisor using past client experiences

Ready to reignite business growth & create an extraordinary life, your way?

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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Check your inbox now! Look for an email from adri@femxadvisor.com.

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