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It Works For Female Financial Advisors As Well

Even female financial advisors need to learn how to more effectively connect with the female client.  While for many this comes naturally by becoming more conscious of what you are doing and why it can enhance your ability to connect and attract even more affluent women to your practice.  But the factors that work for the female client also work for the female advisors.

At my workshop The Keys to the Ladies Room I work with the audience to uncover the strengths that women bring to the world.  We then go through the exercise of understanding how women have used those strengths in all aspects of their lives. The concept being those strengths has served women well so why not apply those same strengths to managing their money.

The same holds true for female financial advisors, especially those that have been weaned and trained in the traditional male industry.  If they would only revert back to using their feminine strengths and apply those strengths to managing and growing their business, success will come faster and easier.

In my Savvy Women Invest On Purpose seminar we zero in on three of the most important strengths for women:

  • Women are driven by a purpose
  • Women require a process
  • Women value relationships

As a female financial advisor this is a great place to start, consider the following three strengths and ask yourself the following questions:

  1. Why is this strength important to me?
  2. How have I incorporated this strength in other aspects of my life?
  3. How am I incorporating this strength into my business NOW?

 

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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