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
Related: Authentic Marketing That Gets Results for Financial Advisors