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 60 - 5 Media Relation Tools for Advisors
Episode 59 - For the Women with Patti Morrison
Episode 58 - Where to find High Net Worth Women
Episode 57 - Prospects, Social Media, and The Best Brand with Jay Coulter
Episode 56 - Win New Customers with Jean Ginzburg
Episode 55 - Digital Content Marketing with Bryan Muir
Olympic Special - The Mindset of an Olympian with Paul Kingsman
Episode 54 - Offer Something Truly Unique and Different with Abby Schnidermann and Harris Scher
Episode 53 - Andrew Saksa & Luke Acree: Key to Building Generational Relationships
Episode 52 - 5 Things Clients ACTUALLY Care About: Preparing for an Awesome 2018
Episode 51 - Bill Good & The Bill Good Marketing Method
12 Days of Marketing - Episode 12 Events!
12 Days of Marketing - Episode 11 Nurture Sequences
12 Days of Marketing - Episode 10 Developing Your Social Media Strategy
12 Days of Marketing - Episode 9 Building a Role Specific Website
12 Days of Marketing - Episode 8 Starting a Vlog
12 Days of Marketing - Episode 7 Starting a Podcast
12 Days of Marketing - Episode 6 Drafting Your White Paper
12 Days of Marketing - Episode 5 Your Financial Planning Process
12 Days of Marketing - Episode 4 Packing Your Message Into a Brand
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