The financial world is evolving, and your adaptability is key. Embracing a feminine-inclusive approach isn't about losing your edge; it's about enhancing your strategy with empathy, trust, and understanding.
With Marketing to Women on Purpose, you'll gain tools and coaching to connect authentically with the fastest-growing client sector: women.
It's a practical, proven framework to broaden your appeal and deepen client relationships.
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.
Use our event strategy to attract, educate, and empower women more effectively.
Discover how your female focus can attract more male and female clients.
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.
McKinsey's PriceMetrix analysis indicates firms could achieve 4x faster revenue growth by acquiring and retaining millennial women as clients.
"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."
"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."
"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."
"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."
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!