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Unique Prospecting Script Attracts High-Net-Worth Men

“By marketing to women, my biggest clients and most lucrative referrals sources became men!” 

The myth in our industry is, “When you focus on women you alienate the men.” 

The truth is, “When you focus on women you inspire more interest and referrals from men.” 

This is happening for a progressive group of advisors who truly understand the women’s market -these are the femXadvisors!

Let me give you an example of how this could work for your practice.

Unique Prospecting Script Attracts High-Net-Worth Men

Male Prospect:  So what do you do?

femXadvisor: I run an Engaging Wealth Practice for Women.

Male Prospect:  What do you mean?

femXadvisor:  After 15 years managing wealth I found that most of my referrals were strong capable women who had suddenly become single. They came to me feeling totally overwhelmed, fearful with no idea how their money would provide for them.  These women didn’t just need investment advice, they needed to become more engaged, educated and confident in their ability to make smart financial decisions. That’s when I decided to focus my practice helping women become more engaged in their financial affairs.

(As you are sharing this message he does not feel pursued by you so his defenses go down his ego perks up and he finds himself thinking about all the women in his life that fit this image.)

femXadvisor: Let me ask you, how involved is your wife when it comes to investing?

Male prospect:  Not very but she just shows no interest.

femXadvisor: I get it, the financial industry has done a very poor job of making women feel comfortable asking questions about their money, as a result they disengage which only exacerbates the problem and sets them up for a crisis. Wouldn’t you like your wife to be more engaged?

Male Prospect: Yes, in fact you should also speak to my Mom

femXadvisor: Tell me about your Mom?


As a former advisor at Smith Barney in Newport Beach, CA women were my primary focus for my business. It didn’t matter if I was cold calling, networking or hosting an educational event I never hesitated to share my focus on women even when speaking to men and this strategy paid off in spades.  Women were immediately engaged and men became immediately intrigued.

Advisors often ask, “If I focus on women won’t I alienate the men?” and my answer is always the same. . .

When you share your focus on women you will increase your opportunities to attract more men to your practice.

Advisor must understand this about prospecting men:

    • The moment a man knows you are not prospecting him, not only does that tweak his ego a bit but it also allows his defenses to lower so that he stays receptive to what you have to say.
    • Men want to protect the women in their life so there is a natural tendency to automatically start thinking about those same women in his life and how YOU could help them.
    • When your message is clear and authentic your honesty quickly increases the level of trust. Plus your message is remembered far beyond your initial conversation. 

 Join Adri’s Webinar! Free training for advisors ready to focus on women.

“I am taking a totally different approach to my business. This new paradigm is opening new doors and compelling me to do things in ways that I never thought of before.” –Tami McDonald, CFP Vice President at Columbus Bank and Trust Company

“Adri’s trainings provide you with an abundance of facts and knowledge about working with women building a toolbox full of means and methods to be effective in the women’s market.” –Charles Yost, Independent Wealth Advisor

We make marketing to women easy, fun, and highly effective for financial advisors.
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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 *

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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?

×

Wednesday, 9/25/2019

3pm ET / 12pm PT

Check your inbox for details about the webinar.

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