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Proactive Process Inspires Referrals For Advisors

Having A Proactive Process Inspires Referrals

As a client I’m NOT impressed. Since I left production to become a full time coach I have worked with 4 different financial advisors and to be honest few actually provide ongoing value that is not worth a damn. I mean it, other than calling us every once in a while with a suggestion or once a year for a portfolio review, how do I even know my advisor is watching my portfolio? Unless your fees are solely for performance you better wake up.

As a financial advisor you must have a process that is not just about performance. Just think, if you called all your clients every quarter and had meaningful, purposeful conversation that allowed you to uncover new assets and increased product opportunities, what would that do to your business?

What if you could use that same process and give prospects a taste of what they would experience as your client? Financial Advisors often find themselves in a reactive client service mode or focused solely on prospecting.

What are you doing to enhance existing relationships and inspire referrals? You can’t keep doing the same old thing and expect different results.

Referrals are NOT about asking and Service is NOT about reacting.

It’s time to try something new, something different, something that really makes a difference with every client and prospect. Join our femXadvisor 30 Leads in 30 Days Challenge!

Our free 30 Day Challenge will push you to new heights using an authentic style and process that generates 3x the interactions, leads, prospects, new accounts and engaging conversations. This is NOT about prospecting or selling.

Grow your business marketing to women.

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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