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Why Your Story Could Be Worth $6.2 million

In a national study, when rating their level of satisfaction, women are least satisfied with the financial services industry than any other industry. This low level of satisfaction leads to a high distrust, making your ability to attract and retain women clients even more difficult.

You see, most women you pursue as a client often believe that you only care about her because you want her account. She believes you are only showing interest in her because you want her money. Until you can dispel these notions building her trust can be an uphill battle making the process of earning her business much longer process.

But, when you can share WHY you care about her as a woman, you will immediately gain her trust, respect, and the opportunity to earn her business.

Let me share a real-life example that will emphasize the importance of sharing your personal story about WHY you care about women.

In my early years as a financial advisor at Smith Barney, I remember cold calling a Mr. Solomon, dispensing with the typical industry protocol I quickly changed gears and said;

“You know, Mr. Solomon, my real passion is working with women.”

(This got his attention) I then began to share my story.

“When I was young, my Dad was an excellent investor. He managed our money well, made good investment decisions, and to his credit, constantly urged my mother to become more involved.

My mother did get involved and started attending their review meetings. Still, when she couldn’t understand the yield and pe ratio, the concepts significant to my father, and he made her feel stupid and incapable of learning. The worst part was Mr. Solomon; she believed him.

As a young woman starting a career as a financial advisor, women like my mother became my mission. I wanted to create an environment where women felt comfortable asking questions, where they could learn and become more confident in their ability to make important financial decisions. I wanted to create an environment where women felt supported in their efforts to become more engaged with their money. That’s why I do what I do.“

After sharing my personal story, Mr. Solomon immediately referred three women to my practice, which amounted to $3,000,000 in assets. One of those women referred her fiancé with $1.5 million in assets, and even Mr. Solomon became my client, transferring another $1.7 million to my charge. I raised $6.2 million in new assets because I shared my story about why my focus was helping women become more engaged in their financial affairs.

You see, when you share your story about why you care about women, you inspire trust. Your account about WHY you care about women can become your most potent and effective business-building tool. Almost every advisor has a story; the question is… what’s yours?

How to write your story can be found in my book, Keys to the Ladies Room, or through my Coaching Programs

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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