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The Secret of Success for Female Financial Advisors: No Purpose, No Joy

What is the one principle that consistently holds true about successful female financial advisors? They are driven by a purpose that is bigger and more important to them than themself. 

For some women, it’s making an impact on the lives of their clients. 
For other women, it’s creating a better life. 
But when you see a woman out there who is floundering, you can bet she has not uncovered her underlying purpose.

Watch the video and I’ll share an example:

I was always a great athlete, and played a lot of volleyball. One year I decided to get into tennis. Keep in mind that volleyball is a team sport, my job on the volleyball court was to inspire and motivate the other five women to beat the other team, to succeed over the other team. 

But in tennis, it was a one-on-one experience. So when the woman across the court was struggling, I’d start coaching her! I knew immediately, I wasn’t in this for my own win, I needed others, I needed to have an impact on other people’s lives. 

I see this time and time and time again with women financial advisors. In fact, recently I’ve been coaching, a very successful advisor, she has over 120 million under management. 

Based on traditional success metrics you would say she’s got the world by the tail but she’s unmotivated, unfocused and lost her drive. 

Why? Because her whole motivation, most of her career, was to create an amazing life for her two daughters. Today, her two daughters are on their own. They’re succeeding, they’re paying their own way. Her job, which she focused on, is done. 

On the other hand, in her business she just feels like she’s drowning in service. There’s no real impact that she is making. 

This is a common phenomenon with female financial advisors. When you reach a certain level of success, it doesn’t bring you joy, because you’re simply maintaining that old level of success.

There is no greater feeling than working hard, struggling to achieve success, simply because you want to see other people succeed in their life. That is so rewarding. 

So if you’re struggling, if you’re lacking that drive, if you’re lacking that energy, if you’re lacking that motivation, it’s time to redesign your practice. No, that doesn’t mean giving up what you have. It simply means remodeling your practice, and refocusing your growth efforts on something that sparks a fire in you!

Take our quiz to see if its the right time reignite your business growth & create an extraordinary life, your way! 

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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