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The No.1 Secret to Success as a Financial Advisor

Whether you are a male or female financial advisor the one secret to growing your business is ACTIVITY.  Activity breads activity.  In my first year of production my manager told me, “Adri, I want you in front of 5 new people every week.”  He didn’t care HOW I did it he just wanted me having 5 new meetings every week.  My monthly goal became 20 new contacts each month.  To achieve this goal I utilized a variety of methods, a little networking, more cold calling but my primary source was seminars.  I knew if I had 2 events per month with just 10 new people at each event I would be in front of 20 new contacts per month.  I focused all my energies on reaching out, talking to, networking with new individuals, this in itself kept my activity level high, as a result the accounts were opened, assets came in and business was built.

As a financial advisor you can always find a million things to do that prevent you from getting on the phones.  There will always be a reason why you can’t reach out to a new prospect or new contact but the reality is if you don’t you will not succeed.  Recently I have been working with a client who has made great strides at getting his business more organized so that he has the time for more contacts yet he continued to provide me with reason why he didn’t have time to pick up the phones and make the calls.  I finally asked this advisor how much he wanted to be a financial advisor because if he didn’t start creating more activity he would not succeed.

Since that heart to heart conversation he has begun the process of making more contacts, he now provides me with weekly progress updates focused on the calling activity.  While he was hesitant to get on the phone for fear of rejection he is now experiencing more positive conversations than ever expected.  With each week of calls his confidence is increasing fueling his desire to continue down this path creating more consistency and routine.  His pipeline is building, new opportunities are slowly presenting themselves but more importantly he leaves the office each week knowing he is doing what is necessary to succeed.  All of this creates more positive energy to every conversation, attracting more interest and opening more doors.

If you are struggling to grow your business or move your business to the next level ask yourself how much activity are you creating?  How many new contacts are you getting in front of on a weekly or monthly basis?  How consistent are you each day or each week with your calling?  There is no doubt that the one secret to success for every financial advisor is ACTIVITY.  It’s time to make it happen.

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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