As a woman you bring amazing strengths and talents to an industry mired in egos and less-than-ethical behavior. You have succeeded by adapting to the more traditional business model even when the process and methods felt totally unnatural to you…
Dear Adri, If I want to focus more on women do I have to make it my complete focus? What about all my existing clients, if I start marketing more to women will I alienate the men. I see the…
This is actually a very common problem for most advisors that causes tremendous amounts of frustration; we have a simple solution that works like magic! PROBLEM: You met with an ideal prospect that had a need and you presented the…
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.
Women are becoming a force to be reckoned with. You have heard the stats and recognize why women will dramatically influence the growth of your business going forward. Now the question is: HOW DO I DO IT?
Women can be too complex so let me make it simple for you:
While you may never totally understand the way a woman’s mind works, you can implement a marketing blueprint that both attracts and inspires women to become your client. That blueprint
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
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