Even Male Advisors are Embracing a Gender-Balanced Approach
Why Tribal Marketing Makes Business Growth Effortless for Advisors
At a recent yoga workshop, I was surprised to see 42 women filling the room. Before the presentation began, I quickly scanned the room searching for my tribe, women that I sensed were like me and shared similar challenges (it's…
Learn to Speak “Women” and Win Big – Take the Quiz
Women focused financial practices are popping up all over the country. Five years ago female friendly practices were few and far between, but today the momentum is growing rapidly. Female advisors are quickly staking their claim as a natural market,…
Financial Advisors: How To Close With A Softer Touch
‘Closing the deal’ is a term that makes many advisors blood curdle and often creates internal conflicts especially for women. Traditional “closing' skills feel high pressured, manipulative and calculated with little focus on the needs of the client and totally…
10 Steps to a Successful Women’s Focus Group
Your female clients are poised and ready to help you become more effective at engaging the female client; all you have to do is ask. You can reach out one by one or create a group setting that can be even…
Capture Generations Of Women With Your Brand
Morgan, a new advisor, had built an amazing process securing well over 40 speaking engagements and getting herself in front of more than 1000 women. While the process of securing these opportunities was a total winner Morgan and Cindy (her…
How to Create A Unique Presentation that Attracts More Women
Most financial seminars for women are boring, technical and still follow a more masculine model. While the content of many seminars is changing they are still focused on products and services and rarely ever truly engage the audience, an essential component to seminars, events and workshops for women.
In addition to being typically dry and boring content the presentations rarely if ever, reinforces your values nor does it promote your practice in a proprietary way. The impact is less interest, fewer attendees and poor results. But there is another option that can be fun, effective and totally yours.
How I Would Build a Financial Practice Today
If I were to go back to being a Financial Advisor and had to build my practice from scratch, I would most definitely apply all the skills and strategies I teach. Here is exactly how I would build a Financial…