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Engaging Marketing Membership

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our membership program will make the process easier and more effective. As a member, you will receive female-friendly engaging nurture emails that are easy to implement, tools to engage women making your efforts more effective, and ideas, strategies and coaching to make marketing to women FUN!

New! 30-DAY FREE TRIAL. 

Savvy Women Seminar

A unique Seminar for women that is fun to present, engages women, inspires meaningful conversations and positions you as the advisor of choice for women in your community. Using our Savvy Women seminar and Seminar Tool Kit you will learn how to use the Savvy Women Invest on Purpose presentation to attract more women to your practice, inspire more loyalty and referrals from clients and motivate women to do business with you. Unlike most industry seminars the Savvy Women Invest On Purpose Presentation is all about women and not about money. It is designed to get women to think, interact therby creating a club like atmosphere. Whether you are a male or female advisor this event can become the foundation to your women’s marketing strategy.

Keys to the Ladies’ Room

A New Business Model for Financial Advisors

Women are a goldmine of opportunity for any financial advisor looking to accelerate business growth. The key is knowing what women want and how to apply that knowledge to attract more female clients and generate more referrals. In Keys to the Ladies Room Adri provide you with the understanding, insight and the steps to creating a female friendly business and marketing plan that appeals to women and attracts clients of both genders.

Discover what you will achieve with Adri’s new book Keys to the Ladies Room.

Book: Seminars for the Financial Advisor

Learn how to turn your seminars into engaging events that generate better results. In Seminars for the Financial Advisor, industry veteran coach Adri Miller-Heckman reveals her step-by-step process for creating and event program that is consistent and more effective with less time and effort on your part. Adri uses real life examples which helped her become a top tier producer at Smith Barney.

When you read Seminars for the Financial Advisor, you will learn exactly how to:

1) create outstanding seminars, quickly and easy

2) fill them to capacity

3) provide outstanding value and

4) convert attendees in to satisfied clients

Which tool is right for me? Answer the questions below, and we’ll point you in the right direction!

 

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.

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

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You'll also be subscribed to Adri's newsletter upon submission.
As always, we respect your privacy, and you can unsubscribe easily at any time.

We make marketing to women easy, fun, and highly effective for financial advisors.
Learn more >

Grow your business marketing to women.

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?

×

Wednesday, 9/25/2019

3pm ET / 12pm PT

Check your inbox for details about the webinar.

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