Women On Purpose gives you the essential skills, strategies, and tools
to confidently captivate the women's market

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Become a Market Leader

Learn the strategies to become an influencer in the community of women.

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Reignite Client Loyalty

Enhance client retention and inspire highly qualified referrals.

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Secure Generational Growth

Apply our women-driven strategies to capture the next generation.

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Differentiate Yourself

Lead with your commitment to women to accelerate your growth opportunities.

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Leverage Engaging Events

Use our event strategy to attract, educate, and empower women more effectively.

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Triple Referrals

Discover how your female focus can attract more male and female clients.

Join The Program

$30 Trillion

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.

4x Faster

McKinsey's PriceMetrix analysis indicates firms could achieve 4x faster revenue growth by acquiring and retaining millennial women as clients.

How focusing on women transforms your practice:

"I first learned about Adri through her book Keys to the Ladies Room.  I then had my team of regional managers go through her training workshop. It was eye-opening. The men began to shift the way they thought and communicated. The woman in our team immediately embraced the concepts Adri taught, and it was so natural that I was stunned. Since then we have used Adri's program, her training, and tools to enhance our recruiting, train our advisors, and incorporate her strategies throughout our firm to better capitalize on the growth of the women's market."

Richard Marooney
Managing Director Prudential Advisors

"Adri and I have trained thousands of financial advisors together at Citigroup Smith Barney. Adri is a powerful trainer because she delivers her presentations straight from the heart. She speaks with passion and a level of confidence that comes from a mastery of the subject matter. As a financial advisor Adri was able to put theory to practice. You can sense her authenticity as she captivates her audience."

Mark Willis
Former Managing Director, Morgan Stanley, and Citi Smith Barney

"Adri's program has truly transformed my approach. I underwent a comprehensive overhaul of my client engagement and review processes, all with a focus on appealing to the female demographic. Since these changes, my success has been nothing short of remarkable, with an astounding $60,000,000 increase in new assets under management."

Bill Cummings
Financial Advisor

"I knew I wanted to work more with women but I didn't know how, and as a man wasn't sure it was a good move. But with Adri's help the impact was so energizing. I have 3 referrals with over $20 million dollars. I have never been so focused and energized."

Craig Richman
Financial Advisor

What will I receive as a member of the Women On Purpose program?

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12 Training Modules

By using our training videos, audio, scripts,
tools, and strategies you will establish your:

  • Brand

  • Unique Message

  • Event Strategies

  • Business Building Strategies

  • Marketing Templates and Scripts

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An Interactive Community

Receive feedback on your progress, get tips and motivation, and connect with other advisors who are embracing a female-friendly practice.

Receive Immediate Access to the 12 Keys to Marketing to Women

lessons contain videos, audios, scripts, and tools to make the learning process easy.

Why Women,
Why Now

Why you need to market to women & why you don't want to be left behind


Uncover Your
Tribal Market

Build a powerful message and immediately make stronger connections with your ideal client.


Develop Your Compelling Message

A totally unique approach to articulating your value without selling or over speaking.


Design Your
Tiffany Box Process

A thoughtful process that connects with your audience while building clarity and confidence in your value.


Write Your Story, Why Women

Your most powerful tool for building trust faster, it's all about the why.


Your Investment Philosophy

Present your philosophy in a way that speaks volumes and builds trust faster.


1-1 Presentations Women Love

How to bring your message to life and validate your commitment to engaging women.


Strategic Events for Women

Events that engage the audience and have lasting impact while growing your brand and business.


Plan Your Focus Group

Impress and inspire influential women in your community, generating quality referrals, and new opportunities.


Launch Your New Message

How to reignite your clients & activate more prospects by speaking your truth and commitment to women.


Business Building Strategies

Three powerful business building strategies that lead with women that generate more quality referrals.


Engaging Outbound Marketing

How to become an influencer in your community of women and future generations.


30 Leads in 30 Days

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-Part Miniseries: Women On Purpose

4 Powerful Episodes:

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


Masters of Women's Advisory

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

Getting Started
  • Welcome Message from Adri

  • Download Adri's Book: Key's to the Ladies' Room

Keys 1 - 6: Brand & Message
  • Key 1 - Why Women, Why Now
    Webinar: Why marketing to Women is crucial and not to be overlooked
    Tool: Define Your Purpose and Passion
    Audio: Intro to Women's Advisory

  • Key 2 - Uncover Your Tribal Market
    Webinar: The true source of your message and motivation
    Tool: Hunting for Your Tribal Market
    Audio: The New Paradigm

  • Key 3 - Develop Your Compelling Message
    Webinar: How to inspire immediate attention
    Tool: Compelling Intro Scripts
    Audio: Your Compelling Introduction

  • Key 4 - Design Your Tiffany Box Process
    Webinar: Present your value with conviction
    Tool: Your Tiffany Box Process

  • Key 5 - How to Write Your Story
    Webinar: Your Story - The ultimate trust-building tool
    Tool: How to Write Your Story
    Audio: It’s Your Story!

  • Key 6 - Clarify Your Investment Philosophy
    Webinar: Express your philosophy with impact
    Tool: Investment Philosophy Process and Worksheet
    Audio: Clarify your Investment Philosophy

Keys 7 - 12: Launch
  • Key 7 - One-on-One PPT Presentation
    Webinar: Elevate your message and value
    Tool: Sample Presentation
    Tool: Template for your Presentation

  • Key 8 - Seminars for Women
    Webinar: Create a lasting impact with engaging events
    Tool: Create & Implement Seminars for Women
    Tool: Adri's Book, Seminars for the Financial Advisor
    Audio: Seminars for Women

  • Key 9 - Create your Focus Group
    Webinar: Inspire more referrals without asking
    Tool: Women’s Focus Group A Step-by-Step Process

  • Key 10 - Launch Your New Message
    Webinar: Reignite client interest in what you do
    Tool: Email Templates to Launch Your New Message
    Audio: Your Synergistic Marketing Plan

  • Key 11 - Prospecting Strategies
    Webinar: Leading with women opens more doors
    Tool: Focus GroupsTool: COI Strategy
    Tool: COI Invitation

  • Key 12 - Engaging Outbound Marketing
    Webinar: Become an influencer in your community of women
    Tool: Sample Website Conversion
    Audio: Engaging Communication

BONUS: Mini Series: Women on Purpose
  • Episode 1: Understanding the Power of Marketing to Women
    Guidebook: Marketing to Women on Purpose

  • Episode 2: Crafting an Irresistible Message Women LOVE!
    Script: Crafting Your Compelling Introduction

  • Episode 3: Mastering Women's Event Strategies for Lasting Impact
    Tool: How to Create and Implement Seminar Programs Women Love

  • Episode 4: Three Paths to Attract Ultra-High Net Worth Leads
    Process: Three Simple Steps to Multi-Million Dollar Clients

BONUS: Masters of Women's Advisory
  • Workbook

  • Seminars for the Financial Advisor Book

  • Audio Lessons
    Lesson 1: The New Paradigm
    Lesson 2: It's Your Story
    Lesson 3: Your Compelling Introduction
    Lesson 4: Investment Philosophy
    Lesson 5: Seminars for Women
    Lesson 6: Engaging Communication
    Lesson 7: Your Synergistic Marketing Plan  

Adri Miller-Heckman

I invite you to partner with us.

Hi, I'm Adri, the driving force behind femXadvisor.

In my journey through the finance world, I've not only thrived in a male-dominated space but also discovered a key insight: the best male advisors I've worked with excelled in understanding and communicating with women clients. It's this unique skill that sets them apart.

I spent 3 years as a Smith-Barney training over 1000 financial advisors. Through this experience, it became very clear that women are underserved.

That's precisely why I started FemXAdvisor in 2004 – to bridge this gap. This isn’t just a coaching practice; it’s a movement to transform financial advising.

With over 20 years of experience, I bring strategies that help you authentically connect with this crucial market.We’re here to shake things up – making connections, enjoying the journey, and truly understanding your clients, especially women.

Join our Marketing to Women on Purpose Program, and let’s redefine how you grow your business and cater to every client's needs.

Are you ready to be among the best? Let’s get started!

FemX Logo Mark

What's the cost of doing nothing?

At femXadvisor, we stand by the principle that fortune indeed favors the bold. This belief has been the cornerstone of my journey in building a business that caters to the aspirations of successful, high-earning women. For over two decades, I've had the privilege of coaching some of the brightest and most audacious advisors across the nation. My passion is fueled by the incredible individuals I collaborate with – people who dare to dream big and act boldly.

Now, I invite you to step into this realm of innovation and leadership. This is your moment – a chance not just to join but to be at the forefront with the innovators and change-makers who are reshaping our industry. Don't let this opportunity slip through your fingers. Embrace the challenge, be a part of something bigger, and let's make a mark together .See you on the inside, where the bold thrive!

Adri Miller-Heckman