The financial industry has done a lousy job of making this industry more attractive and conducive for not just women advisors but for women clients too. We need to make a change – but how? In this episode, Adri confronts the persistent underrepresentation of women in the financial industry. Drawing from her own experiences, she …
In the dynamic world of marketing, one thing prevails: Advisors need a compelling story to connect with their audience. In this episode, Adri brings Niki Clark, the owner and president of Niki Clark Marketing, onto the show to discuss the critical role of marketing for financial advisors, centered around crafting a message that deeply resonates …
Imagine this; A potential new client comes in to meet with you for the first time and the minute he sees that you are a woman he asks the manager for a new advisor. How would you feel? How would this impact your future? While today this seems extreme, imagine the same scenario as a …
It’s time to ditch the outdated belief that ‘more clients equals more money.’ There’s a better approach to increasing assets with fewer clients that feels natural, comfortable, and highly effective. Join Adri Miller-Heckman as she presents her innovative and highly effective approach to attracting more high-net-worth clients organically. It all starts with your vision client. …
How are women financial advisors challenging the industry and upping their game? In this episode, Adri speaks with Jessica Weaver, CFP®, CDFA, CFS, wealth advisor and founder of the Women’s Wealth Boutique about how women financial advisors are challenging the status quo in the industry by embracing their natural strengths and bringing a more authentic …
When making important business decisions which do you listen to more, your heart or your head? In this empowering episode, Adri Miller-Heckman, founder of femXadvisor, sits down with Corrin Gibbs Burke, Owner, Certified Money Coach, and Women’s Wealth Advisor at Successful Wealth Strategies, LLC to discuss the importance of listening to your heart and embracing …
Welcome to Season 2 of the femXadvisor podcast! What does success look like to you? How can you overcome resistance and establish your niche? How do you balance work and life without guilt? In this episode, Adri talks with Kathleen Barlow, financial advisor and managing director of Journey Strategic Wealth about how to define success. …
Sometimes life presents unexpected events that can quickly change the course of your life, forcing you to step back and reevaluate your path forward. What can feel like a crisis can often be a new refreshing path forward. Hurricane Katrina forced a series of changes that Susan never saw coming. Losing her home and relocating …
How to support your client through her divorce. In this episode, Adri speaks with Allison Jeffereys, author and life re-creation coach, about how women often feel ashamed and alone when experiencing divorce. Allison shares why divorce is on the rise, how financial advisors can support women during this turbulent life change, and how women are …
Don’t let fear hold you back. Use it to push forward. In this episode, Adri speaks with Barbara Huson, bestselling author of Prince Charming Isn’t Coming, financial therapist and wealth coach, about her story of how she leveraged fear to put her life back together in the most extraordinary way. Barbara is a former journalist …