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What happens when you brand yourself as the financial advisor for women?


When your business goes viral, you know you are on the path to success. That is exactly what happens when you brand yourself as the financial advisor for women, they take you viral. You can dabble in the woman’s’ market or embrace it wholeheartedly knowing the future of the financial services industry lies inside the pocket book of women.

The best way to develop your brand is by launching a new, unique seminar for women that sets you apart from every other advisor in your community.

A good presentation for women can become your primary marketing tool, inspiring more referrals from existing female clients and attracting more credibility within the community of women. The key to this branding process is consistency. When you adopt a signature event, one that you use as the foundation to your women’s program, you must spend a good 6 months marketing and promoting this event within your community of women. You can do this in a number of ways all of which can enhance your image, and the opportunity to go viral within the community of women.

Many advisors (both male and female) using my Savvy Women Seminar as their signature event have successfully transformed their image and accelerated the growth of their business through referrals. Whether you use my presentation or another, it really is the seminar process you implement that will develop your brand.

Here are a number of ways my advisors have used my Savvy Women Seminar to position themselves as the advisor of choice in their community. Some advisors chose just one method and others have used all four but each of these methods has proven to get results and enhance your image as the advisor of choice for women:

  1. Start with your existing women clients. If you are an established advisor invite every one of your female clients to your event. Keep the events small (less than 20 women) and offer them at various days and times, making it convenient to all your female clients. You can promote this as a “Must Do” for your female clients consistently encouraging every woman to attend this event just once. The key to this process is to use this event as a way to get more names and potentially referrals from your current clients. If the women love your event they will be more than happy to promote it for you providing you with names of women to add to your invitation list.
  2. Host a focus group. This is a small group of women (7-10) you invite with the purpose of providing you feedback as you launch your pilot program. Make sure the group includes a few potential prospects, influential women and at least two of your best female clients. This combination is powerful and becomes a launch pad for your new women’s program. These women will leave totally inspired and thinking of ways that you can reach more women in the community. Some advisors had such success they continued to create additional focus groups applying the same process and getting similar results.
  3. Use RME’s Direct Mail Program: This process incorporates a direct mailing to over 5,000 women in your community. This can be a valuable way to get your unique message and marketing plan to a broader base of potential women clients. This process should not be a one and done program, it builds more traction when you commit to more than 3 mailings. When women continue to get your invite they become more curious. The consistency validates you are an established and reputable business in the community. This broad based direct mail approach is a great way to generate brand new leads and prospects. www.RMELeads.com or call 800-795-2773.
  4. Internal Mail or E-vite campaign. Using your own database of prospective clients, begin promoting your events on a consistent basis. Incorporate interesting facts from the presentation itself to encourage participation and add variety to the invite. While you can alter the content keep the design (look and feel) the same. It is highly beneficial if you create your own fun and female look to your invites, which reflects the image for your complete women’s program. Once you create or invest in a freshly designed E-vite you can alter the content with little effort.

 

In most situations all you want is about 12 women at each event. This intimate size encourages participation and interaction between all the participants and actually enhances your ability to get the results you want. For advisors, this smaller size reduces the stress and worry typically associated with filling a large seminar venue.

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?

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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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