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The Affluent Referral Every Advisor Will Receive – Are you prepared?

Every advisor has and will receive this type of referral; a woman going through divorce. Granted she typically has sizable assets that are totally liquid but that’s not what drives you.  

It doesn’t matter where the referral came from, a valued client, a center of influence, maybe just a friend but the moment you pick up the phone you know you want to help her. 

You hear her desperation, feel her pain and desperately want to set her on a path to feeling financially secure, it’s just what you do.  But as with most women dealing with divorce her emotions are running high creating chaos, confusion and additional challenges that make it difficult to move forward. 

Understanding how to get her to make the best decisions for her future can be challenging. You didn’t sign up to be her therapist but understanding how to communicate with her during times of crisis can be a win win for both of you. 

There are really 5 conversations that you must have in order to talk her off the edge, help her see the bigger picture and make important decisions that will impact her future. These 5 conversations will help you to build trust faster, win her loyalty but more importantly help her clear the fog helping her to make the best decisions for her life. 

Join me for an insightful webinar and discover how you can help turn her emotional chaos into financial confidence! With my special guest Allison Jeffreys, Divorce Coach and author of “A Woman’s Guide to Surviving Divorce”.

How You Can Engage Women In Divorce More Effectively 

5 Most Critical Conversations That Will Win Her Trust And Loyalty

During this webinar, we will pull back the curtain to show you what women really want from an advisor, what she needs from you to gain more clarity and how to communicate with her and become her most trusted advocate. 

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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