Training For Corporate Teams & RIAs
Discover FemXadvisor's Marketing to Women on Purpose Program with training, tools, and coaching for advisors committed to attracting the affluent women.
Exclusion from Wealth Discussions: Married women report being left out of important household wealth conversations.
Advisory Turnover Post-Bereavement: 70% of women change their financial advisors within a year after losing a spouse.
Superficial Advisory Engagement: Women often receive minimal and infrequent communication from advisors, focusing more on daily cash management than on strategic financial planning.
Educational Resource Gap: There is a notable demand for more educational support from advisors, with many investors indicating this could enhance loyalty.
Male-Centric Industry Practices: The financial advising industry is perceived to favor male-centric approaches, potentially neglecting women's specific financial needs and preferences.
According to McKinsey & Company by 2030, American women are expected to control much of the $30 trillion in financial assets.
72% of millennial women are primary decision makers in financial planning, reflecting a shift in financial autonomy and decision-making power.
92% of women are willing to pass along information and make referrals when feeling satisfied with a service provider.
According to McKinsey's PriceMetrix, firms could increase revenue potential by 1/3 by retaining baby-boomer women as clients.
PriceMetrix data shows that advisors typically lose 5-10% of clients annually, with those holding over $100,000 in assets having a 13% chance of changing advisors each year.
McKinsey's PriceMetrix analysis indicates firms could achieve 4x faster revenue growth by acquiring and retaining millennial women as clients.
Survey by Echelon Partners, 57% of RIAs believe that focusing on a particular niche or area of expertise is a key differentiator.
Learn the strategies to become an influencer in the community of women.
Enhance client retention and inspire highly qualified referrals.
Apply our women-driven strategies to capture the next generation.
Lead with your commitment to women to accelerate your growth opportunities.
Entice recruits with cutting-edge training to capitalize on the women’s market and next generations.
Discover how your female focus can attract more male and female clients.
By using our videos, audios & tools you will establish your:
Brand
Unique Message
Event Strategies
Business Building Strategies
Marketing Templates and Scripts
Receive feedback on your progress, get tips and motivation, and connect with other advisors who are embracing a female-friendly practice.
Why you need to market to women & why you don't want to be left behind
Build a powerful message and immediately make stronger connections with your ideal client.
A totally unique approach to articulating your value without selling or over speaking.
A thoughtful process that connects with your audience while building clarity and confidence in your value.
Your most powerful tool for building trust faster, it's all about the why.
Present your philosophy in a way that speaks volumes and builds trust faster.
How to bring your message to life and validate your commitment to engaging women.
Events that engage the audience and have lasting impact while growing your brand and business.
Impress and inspire influential women in your community, generating quality referrals, and new opportunities.
How to reignite your clients & activate more prospects by speaking your truth and commitment to women.
Three powerful business building strategies that lead with women that generate more quality referrals.
How to become an influencer in your community of women and future generations.
Start building momentum immediately! Learn how to use your commitment to women now to build your database with qualified leads using our scripts and strategies for every situation. Includes six engaging scripts:
• Introduce Your Focus on Women
• Leverage the Conversation
• Qualifying Questions
• Asking For A Commitment
• Meeting for Coffee (or Zoom)
• Speaking With Men
4 Powerful episodes designed to inspire you with out of the box concepts and strategies that you cant wait to implement.
Episode 1: Understanding the Power of Marketing to Women
Episode 2: Crafting an Irresistible Message Women LOVE!
Episode 3: Mastering Women's Event Strategies for Lasting Impact
Episode 4: Three Paths to Attract Ultra-High Net Worth Leads
Powerful process to quickly engage women. Includes Adri’s book, Seminars for Financial Advisors, Workbook and 7 Audio Lessons:
1) The New Paradigm
2) It's Your Story
3) Your Compelling Introduction
4) Investment Philosophy
5) Seminars for Women
6) Engaging Communication
7) Your Synergistic Marketing Plan
• Best for firms with less than 10 advisors
• Provide tools for existing advisors
• Want to focus on a unique niche
• Want a more effective marketing strategy
Book a call to learn which program is the best fit for your advisors.
• Looking to differentiate themselves from other firms
• In high growth stage
• Looking to expand locations & presence
• Focused on supporting advisors in growth activities
• Recognize women are the source of growth
• Actively recruiting advisors of BOTH genders and want a differentiator
Book a call to learn which program is the best fit for your advisors.
• Well established RIA/Money Management firms
• Focus on growth with multiple offices
• Progressive minded leadership
• Referrals as a primary growth strategy
• Actively recruiting and emphasis on retention
• Embraces the value of diverse teams
• Looking to invest in generational wealth
• Places High value on marketing
• Personnel to lead and help implement
Book a call to learn which program is the best fit for your advisors.
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"I built a successful financial practice in a world dominated by men. My book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. My podcast, femXadvisor is a trusted resource for female financial advisors ready to embrace their authentic selves."
Adri Miller-Heckman is a passionate coach and motivational speaker who helps financial professionals effectively market to and engage with women, an overlooked yet lucrative demographic.
With over 20 years of experience in the finance industry, Adri offers credible and results-driven coaching grounded in real-world success. She previously served as a Financial Advisor for Smith Barney, focusing specifically on female clientele. Her accomplishments in this role led to positions as National Training Officer for Smith Barney and Director of National Sales for Women and Co., a division of Citigroup.
In 2004, Adri leveraged her expertise to launch her own coaching practice dedicated to helping financial advisors better serve women. She has since trained thousands of professionals, authored two books, created a seminar and certification program, published a popular podcast, and established herself as a leader of marketing to women in finance.
Adri inspires and equips advisors to captivate the women’s market and turn their business, marketing, and seminar strategy into a powerful tool for growth. Her unique out-of-the-box approach makes marketing to women not only effective but engaging and enjoyable.
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Welcome Message from Adri
Download Adri's Book: Key's to the Ladies' Room