Women focused financial practices are popping up all over the country. Five years ago female friendly practices were few and far between, but today the momentum is growing rapidly.

Female advisors are quickly staking their claim as a natural market, but male advisors are making serious progress appealing to and attracting more women of wealth.  The stakes are high and unless you plan to retire in two years, you can’t ignore this market.

It’s not too late to take a leading role with the women in your community.

Women are a substantial part of the population, they are controlling more and more wealth and their expectations from financial advisors have never been higher.  

But when a woman meets a financial advisor who speaks “women” their appreciation and loyalty inspires a surge in referrals, assets and production.

To appeal to women, you need more than a warm handshake and good eye contact, you need a message, process and environment that has women written all over it.

Are you prepared to play a leading role in your community of women?

Take the quiz and let us help you chart your path to creating a more productive and effective female friendly practice.

Are You Prepared Quiz

Do you have a story that tells women why you care about them?

Yes No Unsure

Does your message about what you do appeal to women?

Yes NoUnsure

Is your message compelling enough to inspire further interest from both genders?

Yes No Unsure

Have you carved out a place for women on your website?

YesNoUnsure

Do you send regular emails that are of interest to women?

Yes No Unsure

Do you post women friendly content on social media?

YesNo Unsure

Do you host events and seminars for women only?

YesNo Unsure

Is your office decorated in a way that women love?

Yes NoUnsure

Do you communicate in a way that women understand?

Yes NoUnsure

Are you getting enough referrals from women in your database?

Yes No Unsure

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female *

Female Male

Enter the above code:

You’ll also be subscribed to Adri’s newsletter upon submission.
As always, we respect your privacy, and you can unsubscribe easily at any time.