Today's woman seeks more than just a warm handshake and eye contact; she desires a deeper understanding and connection. She looks for encouragement and opportunities to learn, which helps her build confidence in shaping her financial future.
Simply dictating instructions won't suffice. Recognizing the importance of this approach is one thing, but finding the right guidance is another.
Remember, if you don't get it right, there may not be a second chance with female clients.
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.
By using our video, audio & strategic 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.
• Introduce Your Focus on Women
• Leverage the Conversation
• Qualifying Questions
• Asking For A Commitment
• Meeting for Coffee (or Zoom)
• Speaking With Men
Ep1 Understanding the Power of Marketing to Women
Ep2 Crafting an Irresistible Message Women LOVE!
Ep3 Mastering Women's Event Strategies for Lasting Impact
Ep4 Three Paths to Attract Ultra-High Net Worth Leads
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
.png)
"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.
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
.png){kind=small}
.png){kind=small}
.svg){kind=small}
Welcome Message from Adri
Download Adri's Book: Key's to the Ladies' Room