skip to Main Content

Seminar Tip for Female Advisors #1: Creating the Calendar

Seminars are a powerful, natural way for female advisors to grow their businesses. The key to a successful event strategy is just that; it requires a strategic approach. Many advisors are hosting a variety of different events and webinars with no real plan!  

A powerful event strategy must address:

  • Event atmosphere 
  • Influential ways to market 
  • Opportunities to deepen commitment 
  • How to engage the audience
  • How to encourage referrals and naturally gain more clients

Ultimately I want your events to market YOU! 

I will be sharing four seminar tips as a roadmap to build your business in a meaningful way with events. I want you to understand the nuances of events, how to make them engaging but more importantly, how to create an event strategy that becomes your most successful business-building strategy ever.  

If you love inspiring others and want to work more efficiently, stay energized, and focused on your marketing, events continue to be the most effective way to build a thriving financial practice in less time with less effort.

How do you decide which event strategy is the most influential for you?

When I was in the business, I held three types of events to grow my business: 

  • Branding events to generate new prospects
  • Qualifier events identify qualified prospects
  • Specialty events to generate more referrals

Start with one event type and start small but be consistent. I always recommend starting with a branding event. Many femXadvisor clients use our Savvy Women Invest on Purpose Seminar program to build a foundation for their event platform. You can also order my book, Seminars for the Financial Advisor: Build Your Business with Events and Create a Referral-Generating Machine.

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?

×
Back To Top