I’ve been encouraging advisors across the country to talk to women who are centers of influence when they want to develop more business. Stop telling & selling. Ask for help.
Women don’t mind asking for directions and we don’t mind being asked (it’s practical). One of my financial advisor clients did this with great success. Here’s what he did:
1. He asked 5 influential women COI’s to a meeting. He also included his fabulous female client associate.
2. He shared his values and vision to serve women. He was genuine about why he cared and what he does to help.
3. He asked for their help in reaching more women.
4. He listened for 3 1/2 hours while they strategized on growing his business.
The advisor humbly admitted, he hit the wall on listening long before they were done. BUT, he was incredibly smart and let the women continue working on his behalf.
Big Results from Asking COI’s
One is introducing the advisor to all her friends who work at a large corporation.
An attorney is connecting the advisor to more influential COI attorneys.
Three women are planning a networking event for three different professional networks, featuring the advisor.
Another is nominating the advisor for an important role on local board, where his financial expertise will be highlighted.
All out of inviting a few women to a meeting and asking for their input!