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 33 - Death By Referrals (Part 1/3)
Episode 32 - How To Leverage Impact Investing In Your Practice with Sonya Dreizler
Episode 31 - The Demise of Prospecting
Episode 30 - Why Women Leave Their Financial Advisors
Episode 29 - 5 Questions Advisors Ask About Connecting with HNW Prospects (w John Frankot)
Episode 28 - Why Advisors Should Care About Behavioral Finance
Episode 27 - The #1 Selling Mistake Keeping Advisors From Earning Serious Money w Jimmy Lyons & Jeff Tompkins
Episode 26- 5 Excuses That Kill Your Marketing Success
Episode 25 - The Mental Side of Marketing
Episode 24 - How to Leverage Talent in Your Practice
Episode 23 - How to Start Your Own Financial Podcast
Episode 22 - John Anderson's "4 Ways to Create Positive Client Experiences (and get more referrals)"
Episode 21 - Kirk Lowe's 10 Favorite Marketing Tools
Episode 20 - "5 Communication Faux Pas, Missteps and Mistakes" by Renee Walker, Marketing Strategist
Episode 19 - Get to Know Doug Heikkinen at IRIS.xyz
Episode 18 - 5 Clues Your Marketing May Fail (with John Anderson of SEI, Practically Speaking Blog)
Episode 17 - Top 9 Advisor Marketing Insights from SEI Conference 2017
Episode 16 - 270 Days to a Better Practice; Better Clients, More Fun, More Time and More Money
Episode 15 - Get to Know Susan Bradley & Sudden Money Institute
Episode 14 - How 4 Frogs and 1 Elephant Can Help You Attract Ideal Prospects
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