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How to turn your emotions into a client attraction tool

When she sent me the compliance revisions I had to laugh; these weren’t compliance issues at all but simply someone from the old school trying to prod this advisor back in line. The advisor (my client) and I spent months crafting her message, scrutinizing every word and sentence to make it just right.  We culled it down to the most essential words which would reflect her true mission and meaning in order to attract her ideal client.  For the first time in her career she became more focused, excited and passionate about her future and role as a financial advisor. Then compliance tried to squelch her enthusiasm and individuality, I think NOT.

The purpose of my coaching is to help advisors make a connection with their tribal market and then craft a message that is consistent in all aspects of their marketing whether it is used as a verbal or written message. Their work needs to reflect their own personal style and most importantly what is important to their tribal market.  This is a more personalized approach that female clients LOVE and is a refreshing change to a typical cookie cutter message commonly emphasizing diversification and asset allocation.  Both clients and prospects love the authenticity something sorely lacking in today’s financial arena.

Much of our work is converted to become core components to the advisors website with a clear understanding; a website does not sell you or your product, a website is a way of connecting and reaching out to the reader and showing you understand them, especially when you are trying to connect with the female client.  A website is a tool to inspire readers to reach out and call you. Yet in this situation what did compliance suggest? They said her message was too emotional and she should talk more about the products and services she provides. That’s exactly what we are trying to avoid!!!

The industry still struggles with change but you don’t have to. The environment is changing, the paradigm has shifted, go with it, embrace it and you too will make better connections, attract more clients and uncover that passion you too once had for the business.

My one piece of advice? DLTBGYD (Don’t let the bastards get you down)

Looking for more? Join Adri’s LIVE workshop Keys to the Ladies Room 2013:

Hartford, CT May 23rd

Chicago, IL June 13th

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 *

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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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