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The Femolution Revolution; Why Advisors of BOTH Genders Love It.

They love it, it doesn’t matter whether they are a male or female advisors, estate planning attorneys, or the CEOs of a major firm; they all agree they need to focus more on the women’s market. When I am able to show them a new business model that has proven to attract more women to their business, they love it, especially when they learn that same business model does a whole lot more than just attract women!

Women are creating a femolution revolution in financial services that is long overdue. Women clients are not happy with their current advisors and are demanding better service. Female advisors are tired of the traditional approach to prospecting and selling and integrating a softer more authentic style to the process.

This combination is squeezing the industry from both sides, creating a femolution revolution that is changing the paradigm in financial services and forcing a change that is refreshing and attractive to clients and advisors alike.

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Get Bossy With Your Clients!

Will you get bossy with your clients?

Like Sheryl Sandberg in her recent Wall Street journal article I too was called bossy. Always organizing everything, making sure everything ran smoothly weather in my family, with my friends or in my case on the volleyball court. While in sports this desire to take charge became an asset eventually translating to a full scholarship to UNC. Socially I was made to feel like I was “Controlling” or “Bossy”. I know many female advisors have had similar experiences.

In the corporate world being bossy can become a detriment, offending some male egos and challenging the position of female coworkers.

But as a financial advisor BOSSY is a

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Which Advisor Are You Most Like?

Scattered: Michelle was scattered. She was a networking queen and had made tons of contacts, yet she was struggling to convert contacts to prospects and prospects to clients. She was working way too hard and not getting the results she wanted.

Undervalued: Peg was accepting clients with low assets, she knew she shouldn’t be working with any client with less than $500,000 but she couldn’t say no or turn people away. This was really creating a drag on her business growth and exhausting her.

Lost Her Identity: Tiffany was working with her father who had built a very successful practice, but following in his tracks was feeling very uncomfortable and not natural. She knew she could be doing better but couldn’t uncover who

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Female Advisors have the connection but can’t close the sale with prospects

I was working with a very bright, beautiful woman working as a wealth advisor for a bank in Chicago.  As a single mom with 2 kids she is highly motivated and determined to succeed.

She does a fabulous job developing relationships and putting the client or prospective client at ease, her accent combined with her vocabulary and clear articulation creates an almost trance life feeling in the listener.

At the end of each meeting it’s obvious that the prospects really like her and seem ready to move forward.  But the business is taking forever to close, the process takes forever.  Once that first meeting is over she feels as if she must start chasing the prospect sometimes almost hunting them down to get the business initiated.  So what’s the problem?

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Going from an FA’s Assistant to a Financial Advisor Requires a Balancing Act

Going from an assistant role to Financial Advisor can be a life altering experience, but you must tread lightly and even carry a big stick.I spent 10 years as a registered sales assistant and when I became a Financial Advisor my whole life and future changed for the better. When I accepted the position, I was excited about the opportunity and was determined to succeed; yet I knew I would experience some unusual challenges along the way.

Going from an Assistant position to a full- fledged Financial Advisor can be challenging for reasons beyond what you would expect.

As a National Training Officer for the Smith Barney, I spent 3 years helping many young female advisors learn how to create a smooth and effective transition from assistant to Financial Advisor.  It wasn’t just about cold calling and managing money, I knew these women would be walking a fine line between their old and new life; I knew they needed an insider’s perspective and advice.

Follow these simple principles and you will create a smoother and more effective transition.

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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?

×
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