skip to Main Content

The Feminine Difference for Female Advisors

What makes Female Financial Advisors different is that they can Talk the Talk and Walk the Walk. As women we have a natural talent (Diffused Awareness) that allows us to capture everything going on around us.  As a result we can often relate to anyone or any client.  Whether we have experienced their particular challenges or not our sense of compassion and understanding allows us to connect with most everyone we meet. It is this set of natural characteristics that set us apart as Financial Advisors.  Unfortunately many female financial advisors have lost sight of this quality in order to approach the business in the more traditional acceptable manner.

As I coach many female advisors the first step is to help them rediscover those qualities that make them unique. We spend a great deal of time looking within to find what it is that truly drives you, motivates you but more importantly inspires you. It is when we are inspired, driven by a purpose beyond the paycheck that our value shines through. It is this same energy that attracts clients like a magnet.  When a female advisor is clear as to her purpose, recognizes her value and can articulate this to a prospective client the need to sell goes out the window.  When you truly have conviction in what you do and the value you can provide to a client, this alone sells itself.

In my coaching practice I could provide some systematic process that is all about activity, activity and activity but this success will be short lived. In fact when a business is built in this manner with no concern as to the true mission of the advisor clients become just customers with little loyalty and easily recruited away.  In today’s world where trust has become a rarity creating a compelling message that comes from your heart and soul can be that one beacon in the sea of financial services guiding clients to your practice.

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