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It’s all about YOU

I can’t believe it is still happening. When I ask a financial advisor to tell me why I should do business with them they always fall back to the products and services available through their parent company.  When are they going to learn that for most investors this means NOTHING? The real value, what really has an impact, what prospective clients want to learn more about is YOU. It’s all about YOU! That is why it is soooo important that you really come to understand who you are, what you believe and what you really hope to accomplish in this business.  If your answer is to make lots of money then don’t bother reading further. Making money is the bonus to building a purposeful practice.

In order to build a successful practice, you must spend time getting to know you, learning all about you, gaining insight on what makes you tick, what motivates you, what comes easily and what doesn’t. It is this deep probing that helps us uncover why you are in this business and who are you truly driven to help.

This is not an easy process; it isn’t something that can be accomplished with a thorough questionnaire. But it is a process worth doing, because once you do, you can begin to create a purpose-driven practice – where everything you do revolves around the things you care about and find fulfilling. It is this knowledge that creates the power in your message.  Being able to articulate what is important to you is a powerful remedy to an ethically challenged industry.  This alone will set you apart from all other advisors in the industry.

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?

×
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