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Women Clients: 3 Simple Truths and 10 Simple Strategies To Engage Them

Making small but progressive changes to your practice will validate to women that you care and respect what is important to her. When she truly knows you care about her she will become your loyal raving fan (and so will her husband).

3 Simple Truths About Women

  1. For most advisors the future success of their business will be determined by women. The number of wealthy women investors in the U.S. is growing at a faster rate than that of men; in a two year period, the number of wealthy women in the US grew 68% while the number of men grew only 36% – Marti Barletta, PrimeTime Women™
  1. Advisors must adapt to a new approach/marketing strategy that appeals to women to succeed. The largest wealth transfer in history is about to take place. Over the next decade women will be the recipients of the largest transference of wealth in the country’s history, double inheritance windfall, from both parents and husband – Marti Barletta, PrimeTime Women™ 70% of women fire their male advisors once their husband dies, and 90% of those hire a female advisor afterwards –The Boston Consulting Group
  1. Advisors must engage women more effectively to stave off massive attrition. Women view interpersonal skills as the number one criteria when selecting a financial advisor. Interpersonal skills include; ability to connect, communicate and relate –-Fara Warner, Power of the Purse: How Smart Business Are Adapting to the World’s Most Important Consumers – Women

 

It doesn’t take much to begin showing women you care. Begin transforming your relationship today with these 10 engaging ideas.

10 Simple Ideas to Engage Women Clients

1. Make your reception area more conducive to women: add flowers, warmer colors, women’s magazines not just trade publications

2. Offer coffee or water but serve in dishware that your grandmother would be deserving of, not a big fat coffee mug.

3. Have pictures of family not just certificates of accomplishments front and center and even introduce her to your family even if it’s just a picture – then ask about her family.

4. Introduce her to all your staff and say a positive comment about each staff member. Be sure they stand and say her name when responding, make it personal

5. Ask thought provoking open ended questions about her in her language even if her husband is present:

  • What is the purpose of your money, (name) ? (Instead of goals)
  • If money weren’t an issue what how would you spend your time?
  • If you could help your children financially how would you want to help them?

(Now let’s get a little more serious)

6. Share your story as to why you care about women – keep it short compelling and authentic check out chapter 6 in my book, Keys To The Ladies Room.

7. Update your website and carve out a tab for women investors filled with articles that are written by and for women. I have great web content in my Engaging Marketing Membership or a great read for women that want to learn about money is, Sacred Success by Barbara Stanny.

8. Drip out fun and informative emails or quizzes for women once or twice a month that women can relate to. You can find hundreds of great emails in my Engaging Marketing Membership.

9. Integrate new events/seminars for women where they do most of the talking and you engage them in the discussion; Savvy Women Seminar or Prince Charming Isn’t Coming.

10. Provide new female clients with a beautiful “Money” journal where they can write all their questions and concerns. My favorite designs are found at urbangirl.com.

Making small but progressive changes to your practice will validate to women that you care and respect what is important to her. When she truly knows you care about her she will become your loyal raving fan (and so will her husband).

Enhance Your Female-Friendly Practice Today!

Take our 1-minute survey: Are You Prepared? 
Answer 5 simple questions to see how Adri can help you enhance your ability to connect, engage and attract more women today.

We make marketing to women easy, fun, and highly effective for financial advisors.
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Grow your business marketing to women.

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?

×

Get immediate access!

Check your inbox now! Look for an email from adri@femxadvisor.com.

Thursday, November 21, 2019

3pm ET / 12pm PT

Check your inbox for details about the webinar.

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