Do You Know Your Vision Client? An Advisor’s Guide to Attracting Your Ideal Client

Do You Know Your Vision Client? An Advisor’s Guide to Attracting Your Ideal Client

It’s time to ditch the outdated belief that ‘more clients equals more money.’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. This process is not about your minimum it’s about focusing on your vision or ideal client first and building out from there.  This natural process has helped female advisors communicate their value more clearly while attracting more affluent clients without bragging or offending. 

Gain actionable takeaways like: 

  • How to define your vision client
  • How to describe your Wealth Strategy Clients creating stronger connections. 
  • How to implement this system immediately
  • Why everyone must know who you are best suited to help 
  • How to design your service model starting with multi-millionaires
  • And more

Connect with Adri Miller-Heckman:

About Adri Miller-Heckman: 

Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.

As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.

Adri’s 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. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.

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