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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Episode 11 - 5 Steps to Creating Great Content
Episode 10 - Get to Know Robert Sofia & Snappy Kraken's Marketing Platform
Episode 9 - 7 Keys to an Ultra Effective Advisor Website
Episode 8 - Getting to Know Sheryl Brown of Ash Brokerage
Episode 7 - 5 Big Marketing Mistakes Advisors Make
Episode 6 - The Importance of Making Small, Cummulative Impressions
Episode 5 - The Real Scoop on Inspiring Referrals
Episode 4 - The Pursuit of Absolute Engagement w/Julie Littlechild
Episode 3 - Get Quoted: Tips & Tactics to Become the Most Quotable Financial Advisor In Your Market w/Veronica Dagher
Episode 2 - Top 5 Keys To Working With the Press To Grow Your Advisor Practice w/Matt Ackermann
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