Why Focusing on Women Surpasses Your Goals

Why Focusing on Women Surpasses Your Goals

Before I started working with my new coaching client she already produced over $750,000, had a great team, and she loved what she did.  So on her first day I asked her: What was important to her? and What she was passionate about? She quickly began to talk about how she loved traveling and sharing experiences with her family.  In fact she was leaving soon for a 10-day trip to Ireland with her daughter and mother and her next trip was to Brussels with her husband and son. She was truly living her dream life traveling with her loved ones, and within her business life she was striving to grow her business by 20%.

This didn’t’ make sense to me because here was a woman who had built a high income generating practice (while traveling the world) and she wants to focus on an aggressive 20% growth? So I bluntly asked her, “Being that you love your business and are enjoying your life, why do you want go grow by 20%?” 

Not to my surprise there was a long pause on her end.

After some thought she shared, “Well that’s what they want to hear, that’s what we have always been taught to do.”

Then as if someone might hear her she whispered, “To be honest I don’t really look at the numbers”. Those were the magic words.

As financial advisors, like with any business, you are taught to set your goals, review your goals (sometimes daily) and measure your progress on a regular basis.  Never were we taught to consider the real questions you should be asking yourself:

  • Are you fulfilling your true purpose as a financial advisor?
  • What was the impact you had on a client today?
  • In what way do you add the most value as a financial advisor?
  • How can you build stronger relationships with your clients?  
  • What is it you really want to accomplish in life and how can you achieve that with your practice?  

For many (including me) focusing on the numbers will slow your growth and suffocate your desire. While it’s important to understand your numbers, the real driving force behind why the numbers exist are:

  • Understanding why you do what you do
  • Knowing how you are striving to make a difference in the world

Financial advisors who reach out to me want to focus on women, not just because it is a smart business decision, but they are passionate about empowering women. I have found when you can tap into what drives your soul; the progress you make defies business sense.

Your production and asset growth become a natural by-product of doing what you love, focusing on what makes you enjoy your work, and knowing what fires you to get up each morning to go to work.

Stop worrying about the numbers and let your passion lead the way with our femXadvisor coaching programs.

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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?

Are you getting enough referrals from women in your database?

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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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