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It’s time to get Personal

This afternoon I had a conversation with Stephanie Sammons a social media expert with Wired Advisor.  Her practice specializes in helping financial advisors better leverage social media as a powerful prospecting tool.  In our conversation she spoke about the importance of being authentic and the impact a personal approach can have on the effectiveness of your social media sites.  Stephanie and I share a similar challenge, trying to educate financial advisors as to the importance of making their message personal. 

 

As financial advisors we have been so well trained to be professional using a vocabulary that many clients and investors don’t even understand. We ask personal questions with every expectation that they will be answered yet we share little about ourselves.  We create a very professional environment that creates a more business, detached feeling within the prospective client rather than a warm personal climate.  If trust is what we are after we are certainly going about it the wrong way. 

 

What is it that prevents financial advisors from becoming personal with their practice?

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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