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True Purpose: What Most Women in Finance Fail to Articulate

It’s not easy uncovering your true purpose for what you do, much less being able to articulate it. The process requires a lot of introspection, getting to the root of how you want to make an impact with your clients.

With most financial advisors the process starts with uncovering their tribal market but that doesn’t always do it. We then move to writing their compelling message but even that may not hit the nail on the head. Like with Emily, after working hard trying to create her compelling message it was the moment we started writing her story that her message became clear.

It was this moment of clarity when everything became clear and it all fell into place. It was exciting and Emily shared, “I have always felt this but I couldn’t put my finger on it. I didn’t know what it was, much less how to articulate it.”

This is explosive and going forward everything we do and create will have more meaning, purpose and direction. Wooohoooo!

Ready to reignite 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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