Tag: Female Financial Advisor
Marketing to Women on Purpose: the Change the Financial Industry Needs

Marketing to Women on Purpose: the Change the Financial Industry Needs

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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 discusses her endeavors to champion a more feminine approach to financial advising. Despite making strides, she acknowledges that the industry still has a long way to go. 

To address this gap, Adri introduces her latest initiative, the “Marketing to Women on Purpose” program, designed to equip advisors with the tools to effectively serve and attract women clients. The program goes beyond surface-level changes, incorporating live coaching to instill sincerity, authenticity, and transparency into advisors’ practices.

Adri discusses: 

  • The lack of progress in making the financial industry more attractive for women advisors and clients
  • Her personal experiences and motivation to focus on serving women
  • The low percentage of female financial advisors and challenges faced by women clients
  • Why we need a female-infused model in the industry that addresses the needs of women clients
  • Introduction of the “Marketing to Women on Purpose” program for advisors and regional firms
  • Why sincerity, authenticity, and transparency are essential in the financial advising practice
  • And more

Resources:

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.
Authentic Marketing that Gets Results for Financial Advisors with Niki Clark

Authentic Marketing that Gets Results for Financial Advisors with Niki Clark

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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 and forges emotional connections with clients. Niki shares her journey in the marketing landscape, overcoming obstacles with a focus on perseverance, mentorship, mindset, and gratitude. She also highlights the significance of finding your niche and maintaining an online presence.

Niki discusses: 

  • The importance of mindset and gratitude and the role it played in her journey to starting Niki Clark Marketing
  • Why marketing is a growing big deal for financial advisors
  • Why telling your story and not only finding but connecting with your niche audience plays such a huge role in marketing for advisors
  • The importance of establishing an online presence and finding the right social media platforms for your niche
  • Why consistency is just as important in marketing as it is in making investments
  • And more

Resources:

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.

Connect with Niki Clark:

About our Guest:

Niki Clark, FPQP, is the Founder & CEO of Niki Clark Marketing, specializing in empowering financial advisors with impactful marketing strategies. Her FPQP designation obtained in 2016 amplifies her expertise in the field. She’s dedicated to crafting marketing solutions that build brand awareness, drive growth, and showcase advisors’ excellence. A fervent advocate for gender equality in finance, Niki is passionate about amplifying women’s voices in the industry. She finds fulfillment in supporting caring, client-focused advisors to elevate their businesses. Beyond her work, she cherishes family time, enjoys capturing moments through photography, and seeks spiritual growth by exploring the depths of the Bible. Nestled amidst mountains, she finds solace in nature, hiking, and discovering treasures in quaint mountain towns.
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

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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.