What Affluent Women are Really Thinking

 

All the statistics tell you that a change is eminent in financial services but we still resist until something clicks and the path becomes clear. Sometimes we need to hear it straight from the horse’s mouth before we will actually buy into a new approach destined to create a more profitable financial practice. That’s exactly what happened at my Keys to the Ladies Room Live Event in California.

Unbeknownst to the participants, I introduced my special guest, an affluent woman going through a divorce. During the presentation, she shared her personal experience with money, investing and working with a financial advisor. While her message was enlightening it wasn’t good. The Advisors soon learned why women are so disenchanted with financial advisors and often turned off.

Through the day and a half I can’t tell you how often I saw her quietly shaking her head “Nooooo” as a financial advisor shared their process or marketing strategy. And then every once in a while she would enthusiastically nod YES sharing “I LOVE that.” That was all the confirmation these advisors needed. She became our barometer of what works and what does not work for women.

The advisors quickly realized the old school traditional approach to attracting clients had little to no impact on women, and in many cases actually pushed women away. In fact, many realized how they may have been insulting women when their intention was simply to uncover a qualified prospect, market their practice or present an investment strategy.

Everything this woman shared reinforced the new paradigm in financial services where concepts such as prospecting, selling and closing are being replaced with building relationships, inspiring and motivating. While it may seem like just semantics, this simple change in vocabulary is starting a ground swell of change, change that women love.

Today’s woman wants:

  • to develop a relationship with her advisor, building trust through communication and mutual connections.
  • They want to be inspired and educated by the advisor before committing to business.
  • And these same women want to be motivated to do what is right for their financial future.

This requires a deep understanding of what is important to her and what will drive her to take action.

The statistics don’t lie and the voice of women is loud and clear as long as you are listening. To attract women, affluent women, to your practice you must embrace the new paradigm driven by the needs of women and apply the new approach to building a profitable business, building relationships, inspiring and motivating.

Just semantics? I think not.

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MANY FEMALE ADVISORS FEEL UNINSPIRED & “BOXED IN” BY THE TRADITIONAL MODEL FOR DOING BUSINESS.  AT FEMXADVISOR WE PROVIDE A NEW MODEL FOR WOMEN THAT PROVIDES THE COACHING, TOOLS AND A PROVEN BUSINESS FRAMEWORK, THAT PROPEL FEMALE ADVISORS TOWARD GROWING A THRIVING & LIFE-GIVING PRACTICE THEIR WAY.

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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?

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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.

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