Women are Completely Disenchanted with Advisors (Yes, even you)

January 4, 2019

During a two day workshop I introduced Audrey to a room filled with financial advisors. She was a very affluent woman who was going through a divorce. Advisors listened to her personal experiences with her finances, investing and working with a financial advisor.

While her comments were enlightening, they certainly weren't positive. She painted a clear picture of what it feels like to be woman facing the old-school, traditionally masculine approach to marketing in the financial industry, and a clear message came through...

Most women are completely disenchanted with their financial advisors.

Over the next day and a half, as the advisors shared their processes and marketing strategies, I can't tell you how often we saw her quietly shaking her head “no” giving the advisors pause.  But, every once in a while, she would enthusiastically nod or say, "YES! I LOVE that!" That was the “click” these advisors needed.

When presented with a human barometer of what actually works – and what definitely does not work – for women, advisors came to see that they had often turned off, or even insulted, many of the women they met with. Everything she shared reinforced the new paradigm in financial services.

Today's woman wants:

● You to develop a relationship with her; building trust through communication and mutual connections.

● You to inspire and educate her before committing to business.

● You to motivate and encourage her to take the steps to secure her financial future.

Advisors, prospecting - selling - and closing are gone; it's time for advisors to make way for women clients.

Women are transforming the environment and forcing a paradigm shift in the world of advisors. Lead this shift and capitalize on the new age of advisors, one that recognizes your role is far more important than just picking ETFs and mutual funds.

Make this shift at Adri's next Free Live Webinar, RSVP now. 
-Powerful training for FREE!-

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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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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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Wednesday, March 27, 2019

2pm ET / 11am PT

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