Both male and female advisors around the country are thriving since participating in the Masters of Women’s Advisory Certificate Program. Read their stories as they share the impact this new model has brought to their business growth.
Adri’s Masters of Women’s Advisory course did something that I didn’t think could be accomplished – it made me excited about this business again. Adri does a wonderful job of breaking down the traditional walls and helping you not only see things in a different way but also in helping you rediscover your purpose. I never would have thought that after just 1 call a week for 7 weeks that I would be able to completely retool my practice – from defining who I am and what I do to creating a marketing strategy, peripherals and developing an investment philosophy that people can actually understand.
If you are interested in dealing with the women’s market – you NEED to experience this program. If you have another tribal market (you need to enroll to understand that one), you would still be well served from Adri’s insights. I cannot recommend the MWA course highly enough. Thanks, Adri!
-David Fink, CFA, CFP, Regional Vice President of Halliday Financial
Adri provides you with an abundance of facts and knowledge about working with women, from defining your tribal market to a toolbox full of means and methods to be effective in that market. There is so much content that you need to hear it a second time to fill in your notes.
You can…she provides an MP3 to hear it again and again. The program got me out of the technical detail to understand the more effective and important emotional ingredient of building meaningful relationships with women. The result is a complete set of programs, processes and procedures from which you can implement a sound strategy to market to women.
-Charles Yost, President at Yost Wealth Solutions
Being part of an intimate group of advisors from around the country allowed for wonderful sharing, support and inspiration. Working with Adri has been truly transformational, and the benefits of being part of the MWA program go far beyond being an even better advisor to my women clients. Despite having been successful in some very strong male cultures, I always had the sense that an important part of me was left out the experience.
I’d often felt that to be taken seriously by clients as well as colleagues I had to be more like one of the guys. Adri’s helped me appreciate how much more value I bring to clients by tapping into who I am and why I do what I do. Just as I work hard every day to help clients enjoy more financial confidence, she’s opened my eyes to enormously powerful sources of confidence as an FA. It’s not an overstatement to say that I’m experiencing being an advisor in a whole new light.
–Nancy B. Fellinger, CFP at Wellspring Financial Advisory Partners