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Without this, advisors spend months or even years to develop new prospects

The relationship process from prospect to client can be long and tedious. It requires lots of time, contact, and patience UNLESS you start with your personal story.

There is no doubt your authentic story can be your most powerful tool to building new relationships and securing the commitment of a new client. It’s a powerful tool and the best part is it’s authentic; if it wasn’t, it wouldn’t work.

If you never learned any practice management tools or processes and only had your story to share with potential clients, odds are you would STILL be able to build business and get commitments from new clients.  Why? Because your story promotes TRUST and softens the listeners defenses, turning them into warm soft putty.

So, what are the best ways to use your story?

  1.  Start your meeting with your story: My client started using her story before learning about the client and it totally changed the atmosphere and dynamics of the meeting.  The potential clients became more relaxed and even asked more questions about the Advisor (and it wasn’t about her credentials).  Then the Advisor turned the focus back to the prospective clients, “Now tell me about you?”. This Advisor saw an immediate impact her story had on accelerating the relationship process.
  2. Open your seminar with your story: You can often edit your story to be relevant to the topic at hand, and it sets a more personal and informal tone to the presentation.  Participants realize from the start that you are not just about selling them a product but are truly driven to provide value and make a difference.  You can refer back to your story at the end of the presentation, which brings the presentation full circle (an important component to every presentation).
  3. Send it in an email: Every one of your clients, prospects, and COI’s should know why you do what you do; yet most advisors only share their new message with new prospects and clients. That is a total waste. That would be like only sharing a new powerful investment product with new prospects and clients and never sharing with your clients. Let everyone in your book, even friends and family hear your story, it makes you human and reminds them that you are not one of those “Bernie Madoff” people but someone with more value and integrity. All you need is one great referral and it makes it all worth it, but trust me tell everyone why you do what you do and you will receive many more referrals.

Your personal story accelerates trust; without it you may spend weeks, months even years trying to develop a relationship with a prospect before they ever commit to doing business with you.  Your story is and will be your most valuable tool to growing your business, when you turn them into putty, you can mold them into the client you want.

Join the femXadvisor 30 Leads in 30 Days Challenge! Our free 30 Day Challenge will push you to new heights using an authentic style and process that generates 3x the interactions, leads, prospects, new accounts and engaging conversations.

Ready to reignite business growth & create an extraordinary life, your way?

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 *

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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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