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.
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
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.
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:
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
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
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!
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
Welcome Message from Adri
Download Adri's Book: Key's to the Ladies' Room