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
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12 Days of Marketing - Episode 2 The Difference Between Marketing and Branding
12 Days of Marketing - Episode 1 Your Marketing Mindset
Episode 50 - Tony Vidler and the Fee Based Advisor Model
Episode 49 - Bob Burg and the Go-Giver Way
Episode 48 - The New Advisor Reality - 100% Outsource Marketing
Episode 47 - First Impressions, Dressing for Success with Patti Morrison
Episode 46 - #1 Marketing Tactic of Top Advisors
Episode 45 - To Book or Whitepaper
Episode 44 - 7 Ways to Make Your Website a Workhorse with Samantha Russell
Episode 43 - 10 Steps to Immaculate Marketing
Episode 42 - Dave Crenshaw and The Power of Having Fun
Episode 41 - Reinventing the Client Experience with Jennifer Goldman
Episode 40 - Worth Winning with Lauryn Williams
Episode 39 - Mastering ME - Your Personal Operating System
Episode 38 - 4 Questions to Discover Your Advisor Story
Episode 37 - Death By Referrals (Part 3/3)
Episode 36 - Warrior Advisors Have Laser-Like Focus w Olympian, Paul Kingsman
Episode 35 - A Letter from an Advisor to a Wholesaler with Frank Maselli
Episode 34 - Death By Referrals (Part 2/3)
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