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I thought it was just Female Financial Advisors who……..

And I thought it was only women who felt boxed in. Today I visited with a Male Financial Advisor, after reading his brochure I still had no idea who he was.  His message was so generic he was almost invisible and then I learned that was his intention.

During my conversation with this young man I could see he was doing some good things but definitely not getting the results he needed for his business.  After further probing I learned so much more, he is an avid sports enthusiasts, running, biking, rowing, hiking, when he talked about this his whole being lit up, he showed me pictures, books it was obvious this was something he was truly passionate about.

I asked him why he wasn’t sharing this in his marketing and brochure?  And then I learned something new.  He told me that because he wasn’t the mainstream guy who liked to golf and smoke cigars he felt almost embarrassed about his life and passions. I don’t know how this came about but as a woman I totally understand.  I told him that hiding this part of him was making him invisible when in fact it was this part of him that truly made him different and different in a powerful way.

We started to talk further about his sports and passions and then we started talking about the process and discipline he incorporates to succeed in sports, we then transferred those same concepts to his business and he immediately got the connection.  It was a transformational 30 minutes.  All this time he was hiding the exact thing that would allow him to succeed.  I told him what he experienced was no different than what women experienced in this industry.

It’s time for women and the non-mainstream men to come out of hiding. Advisors are constantly looking for ways to differentiate themselves from the competition, odds are you don’t have to look far, just look within.

Grow your business marketing to women.

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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