Adri Miller-Heckman

As a Financial Advisor,

• Is prospecting becoming a never-ending challenge?

• Do you lack direction and focus in your business?

• Does your marketing message lack clarity and border on boring?

• Do you find yourself questioning your value and losing enthusiasm?

Experienced Financial Advisors have witnessed some monumental changes in the financial services industry. The paradigm has changed, and radically so. The question is: have you?

Most Advisors continue to apply outdated business-building strategies, ideas that lost their effectiveness and value many years ago. Today’s environment calls for a different approach – one that focuses on relationships, service and value – but most financial advisors have yet to redefine their business in a way that capitalizes on these changes.

The following coaching programs were developed specifically to help Financial Advisors make this shift. By redefining your message, your value and how you do business, you will build a larger, more loyal clientele, and inject new life and energy into your practice.

We currently offer three coaching programs to support Financial Advisors:

• The VIP Coaching Program
• The Marketing Makeover
• The Seminar Jump Start Program

The VIP Coaching Program

A comprehensive and highly personalized coaching program for the Advisor looking to revitalize their practice, accelerate growth, and position the business for long-term success

Every aspect of your business will be reviewed, assessed and reorganized into a highly streamlined process that attracts more clients, with far less stress and effort.

Starting with “who you are” as a person and a professional, the VIP Program helps you leverage your unique strengths, incorporate more effective systems, and design a “right for you” marketing plan to accelerate your business growth. More specifically, you will:

• Identify your specific strengths and uncover your authentic story, establishing a rock-solid foundation to your practice
• Develop a compelling message and marketing strategy that attracts more interest
• Review and upgrade your client service model, improving efficiency and client loyalty while WOW!-ing your clients and inspiring more referrals
• Assess your current systems and identify ways to create more continuity and client conversion
• Incorporate Adri’s thematic wealth process, enhancing your value to both clients and prospects. (It also doubles as a highly efficient prospecting process!)
• Clarify your investment philosophy and transform your presentation from brown-bag boring to a Tiffany’s-class delivery that attracts and impresses your ideal clients
• Develop a more effective partnership with your team and/or assistant based on greater accountability

As a participant in the VIP Coaching Program, your time will be spent far more efficiently, based on a clear focus and defined activities, fueled by a vision of a more prosperous and fulfilling future.

As a member of the VIP Club, you have access to:

• 6 MONTHS of coaching, three 45 minute sessions per month to focus on your marketing strategy, your unique client service model, and ways to increase efficiency through synergistic systems

• Recordings of all coaching calls, e-mailed to you for immediate review and further reference

• A strengths assessment to identify your top five strengths and ways to leverage them
• Tactical coaching as needed for quick, immediate feedback, advice or motivation by phone

• Unlimited e-mail support for quick advice, suggestions and/or edits to your marketing projects to help you maintain your momentum and strike when the iron is hot

• An online resource center filled with letters, scripts, e-mails, time management tools, worksheets, even full presentation books by actual Advisors

With comprehensive support, you will quickly develop a more focused practice, a strong and compelling message, and a highly streamlined process. Are you ready to move your business forward? Click here, and learn how to attract more respect, impress more clients and generate more referrals.

The Marketing Makeover

A two-month coaching program designed to rebrand and repackage your practice to attract more clients and inspire more referrals

Ideal for the Advisor who struggles to communicate what they do in a clear and compelling way, this program often attracts participants who feel like they are spinning their marketing wheels, and wasting valuable time, money and resources on marketing efforts that fail to produce consistent results.

By giving your practice a high-class touch, you will define your unique brand and design a customized process to help you work smarter and more efficiently, and produce much better results.

Personal coaching sessions are geared to:

• Uncover your true purpose and personal mission as a Financial Advisor
• Reveal your tribal market, including specific issues and concerns
• Develop your authentic story, and explore its power to establish a personal connection to prospects and clients
• Craft a unique introductory script that inspires listeners to ask for more
• Articulate your true value in a way that clearly sets you apart from the competition
• Rebrand the solutions you provide and make them as compelling as a little blue Tiffany’s box

The Marketing Makeover will give your business a fresh new look and an inspiring new message that promises to generate more interest in your services and elevate your perceived value.

As a result, you will find yourself saying less, but attracting more interest. Your focus will be clear, your process defined. You will feel less stressed and far more confident with a consistent message and marketing plan that both reflects and supports you in a strong, authentic way.

The Marketing Makeover includes:

• Six (6) one-on-one personal coaching sessions over a two-month period
• Recordings of all coaching sessions for your personal library
• Full access to Adri’s proprietary tools and resources, including market-tested samples and scripts

This program promises to realign and re-energize your practice by shifting your marketing efforts from “push” to “pull.” When your brand is magnetic, your business is guaranteed to grow.

If you have questions or feel ready for the next step, click here.

The Seminar Jump Start Program

A two-month personal coaching program for the Advisor who is committed to using seminars as a business-building tool

Whether you are an experienced Advisor with an existing seminar program or a novice looking to develop your own distinctive seminar, this six-step coaching program will refine your process, generate better results, and help you convert more prospects to clients.

In six coaching sessions, Adri will help you implement six critical steps to seminar success, from defining your purpose and objectives to tracking your results. Every step in the process is tailored to you, your specific focus and your tribal market. As a result, you will become far more effective at promoting your events, engaging the audience and converting your prospects to loyal clients.

This program includes:

• Six (6) personal coaching sessions over a two-month period
• Recordings of all coaching sessions for your personal library
• Access to Adri’s proprietary tools and resources, including sample scripts, tracking sheets and checklists
• A signed copy of her book, Seminars for the Financial Advisor
• $200 discount on the “Savvy Women Invest On Purpose” seminar

The Seminar Jump Start Program is the most comprehensive, step-by-step process for any Financial Advisor looking to use seminars as an effective business building tool.

For questions, or to register, click here.

Of course, the real value of coaching is in the results:

• A compelling new message that intrigues people and invites further interest;
• A newly refined strategy that lets you work smarter and more effectively;
• And, rediscovering what you really love about this business.

If these programs seem like the solution you’ve been looking for, and you’re ready to take action, call me today to get started.
(860) 216-4141