skip to Main Content

How to Define your Purpose and Passion as a Financial Advisor 

How to Define your Purpose and Passion as a Financial advisor 

There are moments in our life where everything is working like magic. Life seems amazing, and even challenges present an opportunity to excel. Looking back, this is a time in your life when it seemed everything you did worked when God and all the energies of the universe were working with you, moving you forward. It is in these moments when our purpose and passion collide.

For myself, I can recall three periods of time when I felt unstoppable.

  1. Playing volleyball, whether for the University of North Carolina or representing the Navy and Armed Forces. I was the game, it was in my soul, and it seemed there was nothing I couldn’t accomplish. I welcomed a challenge.  
  2. As a Financial Advisor for Smith Barney and building a practice designed for women, I knew deep in my soul this was where I was supposed to be, what I was supposed to be doing, and how I could make an impact, especially in the lives of my female clients.  Sure there were challenges, but nothing could derail my course. It was who I was doing what I loved.
  3. As a Financial Advisor Coach, I am coaching and training women financial advisors to create a female-friendly practice that inspires and engages women to become more confident with their financial lives. This is who I am, who I was meant to be. It fulfills me every day.

Now it’s your turn, look back, think hard. You may be looking at a specific moment or something that lasted years. List a few times in your life when the world felt like it was your oyster, engaged with what you were doing, you were good at it, and everything flowed. It doesn’t matter your age or what you were doing. It may only have lasted for a moment or perhaps years. It was a feeling you had, as if you were invincible.

  1. _________________________________________________
  2. _________________________________________________
  3. _________________________________________________

Remember, time doesn’t matter. It’s all about the feeling you experienced. 

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?

×

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?

×
Back To Top