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Elevate Your Financial Practice with femXadvisor
Female Advisors
The challenge for women advisors in this male-dominated industry is real. But here's the empowering truth: authenticity is your strength.
The Women on Purpose Training and Coaching equips you to build a successful practice or take your existing practice to a whole new level. You can embrace your uniqueness and thrive!
Male Advisors
Success in finance today requires adaptability. For male advisors, embracing a feminine-inclusive approach is a strategic enhancement, not a compromise of masculinity.
femXadvisor equips you with empathetic, diverse strategies to broaden your client appeal. Elevate your practice by integrating this dynamic perspective.
Corporate & RIAs
Building a successful team today means fostering a culture where women clients feel included and valued.
The Women on Purpose Training and Coaching equips your advisors with the tools to create this environment, ensuring their approach resonates inclusively. Embrace this change to stand out in client service and engagement.
Women are more than the fastest-growing market for advisors...
Women are not only the fastest-growing market for financial advisors; they're a catalyst for a seismic shift in how we do business.
The old-school, hard-sell tactics? They're out.
What's in? A more feminine approach that resonates deeply with everyone.
$30 Trillion
According to McKinsey & Company by 2030, American women are expected to control much of the $30 trillion in financial assets.
72%
72% of millennial women are primary decision makers in financial planning, reflecting a shift in financial autonomy and decision-making power.
92%
92% of women are willing to pass along information and make referrals when feeling satisfied with a service provider.
4x Faster
McKinsey's PriceMetrix analysis indicates firms could achieve 4x faster revenue growth by acquiring and retaining millennial women as clients.
How to reach the
women's market:
Enter femXadvisor. We're not just talking theory here; we're offering a proven business framework, robust tools, and hands-on coaching.
This is your ticket to:
✓ Attract high-net worth women
✓ Create more referrals
✓ Increase client loyalty
✓ Build a client base that values real substance
Get ready to transform your practice and connect with your clients like never before.
Become a Market Leader
Learn the strategies to become an influencer in the community of women.
Reignite Client Loyalty
Enhance client retention and inspire highly qualified referrals.
Secure Generational Growth
Apply our women-driven strategies to capture the next generation.
Differentiate Yourself
Lead with your commitment to women to accelerate your growth opportunities.
Leverage Engaging Events
Use our event strategy to attract, educate, and empower women more effectively.
Triple Referrals
Discover how your female focus can attract more male and female clients.
The results speak for themselves:
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Who is femXadvisor?
Hi, I'm Adri, the driving force behind femXadvisor.
Let me tell you something – I've navigated the challenging waters of a male-dominated financial world and came out not just surviving, but thriving. My journey kicked off at Smith Barney, where I didn't just work as a Financial Advisor; I mastered the art of connecting with female clients. Those days taught me more than I could imagine, catapulting me into roles like National Training Officer and Director of National Sales at Women and Co.
Why did I start FemXAdvisor? Because I saw a gap, a massive opportunity. Women, an incredibly powerful market, were being overlooked. So in 2004, I said, 'Enough!' and launched my own coaching practice. It's not just a business; it's a revolution in financial advising.
I've been in the trenches for over 20 years. I've trained thousands, written books, and changed the game in financial marketing to women. I bring the real deal – no fluff, just hard-earned wisdom.
My style? It's different, it's fun, and it's ridiculously effective. I believe in shaking things up, enjoying the ride, and making genuine connections. Join me at femXadvisor. We're not just changing businesses; we're transforming how the financial world sees and values women.
Ready to make a real impact? Let's do this!
Adri Miller-Heckman has appeared on:
Don't miss out on the transformational tools to grow your practice
Female Advisors
Authenticity is your asset; let it drive your success and build a practice that reflects your values and vision.
Male Advisors
Boost your practice with our inclusive strategy: adapt, embrace, and succeed with a dynamic, empathetic approach.
Corporate & RIAs
Elevate your team and stand out in client services by fostering a culture that values and includes women.
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