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With Terrorists in Paris why clients turn to their Financial Advisor

With Terrorists in Paris why clients turn to their Financial Advisor

Whether it’s a terrorist attack, shifts in the economy, natural disasters or stock market swings clients turn to their financial advisors above all others to gain some sense of perspective and to feel safe.

Our hearts, and prayers go out to the citizens of Paris as they should to all those victims of terrorist aggression.  Our country is no longer an isolated mass of land able to ignore the happenings on the other side of the globe which makes your role as a financial advisor even more important. Clients just want to know their money will be protected and available to support their family’s future. Who else can they turn to but you?

No longer the stock broker, today Financial Advisors have become an essential resource for clients, someone they turn to when their sense of safety and security becomes shaken.  As an advisor it’s important that you embrace your role, acknowledge the value you bring to your clients and be proactive in easing their fears and concerns.

I applaud you.

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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