How can you attract more high-net-worth clients and still help groups that are typically underserved by advisors?
Today, Matt is joined by Adri Miller-Heckman, founder of FemXadvisor. Adri shares the story of her rebrand into FemXadvisor and how she helps women advisors energize themselves by uncovering and sharing their value. Adri also dives into how advisors can work with underserved people with low assets and still make money, while continuing to attract high-net-worth clients.
In this episode, you will learn:
Tune in now to learn how advisors can help those who need it most and continue to attract high-net-worth clients!
Resources:
Top Advisor Marketing | FemXadvisor | Adri Miller-Heckman on LinkedIn
Brought to you by: iris.xyz
Episode 80 - The 7 Dynamic Digital Prospecting Tactics: Part 6
Episode 79 - Joseph Merlino & Value Creation
Episode 78 - The 7 Dynamic Digital Prospecting Techniques: Part 5
Episode 77 - Larry Miles - It Starts With Culture
Episode 76 - The 7 Digital Prospecting Techniques: Part 4
Episode 75 - White Glove Workshops: Seminar Marketing
Episode 74 - 7 Dynamic Digital Prospecting Techniques: Part 3
Episode 73 - 7 Dynamic Digital Prospect Techniques: Part 2
Episode 72 - Willa Silver - Good Referrals, Good Sales!
Episode 71 - The 7 Dynamic Digital Prospect Techniques: Part 1
Episode 70 - 10 Commandments of Investing
Episode 69 - Speaking directly with your ideal audience with Tom Poland
Episode 68 - The Business Model for Lead Advisors
Episode 67 - How to Overcome Adversity with Dr. Jack Singer
Episode 66 - The Power of a Niche
Episode 65 - The Mindset of a Sales Champion
Episode 64 - Medicare Marketing for Complete Client Offering
Episode 63 - Behavioral Finance with the Emotional Investor
Episode 62 - Total Client Engagement with Duncan MacPherson
Episode 61 - The Myth of Multitasking with Dave Crenshaw
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Right About Now with Ryan Alford
The Marketing Secrets Show
The Agile Brand™ with Greg Kihlström
B2B Agility™ with Greg Kihlström
The Goal Digger Podcast