Where Female Financial Advisors Transcend the Masculine Model – and Learn to do Business the Woman’s Way
For too long, women have squeezed their feminine nature into the framework of industry protocol – processes that were designed by men, for men, to attract men. While these methods can be effective (especially for men), they fail to capitalize on the natural strengths that WOMEN bring to the business.
That’s about to change.
It’s time to play the game YOUR way – THE WOMAN’S WAY.
Whether you are a financial Advisor, Planner, Insurance and Annuity specialist, or working in a bank… whether you are a new Advisor or a seasoned veteran…
This is your chance to learn a new way to grow your business – a way that showcases the best of who you are, what you stand for, and the true value you can deliver to your clients.
I’d like to cordially invite you to join us for a three-day event that promises to rock your world, both personally and professionally.
Breaking the Mold is a truly unique conference, designed especially for female financial service professionals who are ready to learn a dynamic new way to do business – one that that turns your unique feminine strengths into strong professional assets that attract prospects and convert them into long-term, loyal, raving fans of your work.
“I totally rebranded my practice, and now when people ask me what I do, they actually listen! I am so much more effective in my networking, and I actually turning my networking efforts into business. It’s amazing how much time I wasted doing it the old way.” ~ Janice Abramson.
Aren’t you tired of struggling to excel in an industry that seems too rigid… too cut-and-dried… too masculine?
Dare to Become a Peacock in an Industry of Penguins
Men have dominated the business world for thousands of years; they’ve spent lifetimes perfecting their processes and strategies. And there is so much we can learn from men… if we want to do things their way. But, as we all know, there are many paths up a mountain.
Let’s be clear about one thing: the masculine model just doesn’t suit the woman’s way of doing business. It’s too impersonal, too structured. Women can’t connect through profiling questionnaires; we start with a warm smile and take it from there.
Most female Advisors have spent their careers adapting to a professional environment that was “less than conducive” to their natural strengths and abilities. These methods often felt uncomfortable, even abrasive to our sensibilities, but we persevered – because no one offered us an alternative.
Until now.
It’s time to show your true colors, like the proud peacock you are, embracing your unique strengths as a woman instead of camouflaging them in the black-and-white world of masculine protocol.
You see, for women, this business isn’t really about selling…
- It’s about inspiring your clients to do what is right and good for them, for their families and their future.
- It’s about developing lasting relationships and rock-solid client loyalty.
- It’s about distinguishing yourself from the hordes of gray-suited salesmen, and becoming a brilliant advocate for women’s security, independence and financial strength.
Your practice is an extension of who you are and what you want to accomplish in the world. We are purpose-driven creatures, and when we tune into that inner drive and build our business around it, there is no limit to what we can accomplish.
“I have finally broken through and am getting very positive results.” ~ Liz Murphy, CFP, Murphy Financial Partners
Breaking the Mold is NOT your typical financial services conference. Far from “business as usual,” this event is highly interactive, personally relevant, and completely unconventional. Instead of hunting for actionable tips in a slew of mind-numbing presentations, this workshop will keep you stimulated, engaged, and inspired from beginning to end.
This is an event for women who want to be fearless and authentic in their business – and more effective than ever before. Our mission is to help you recognize and embrace the incredible talents and skills you bring to the table, and discover a new, powerful, inspired way of doing business – the Woman’s Way.
Directing Wealth with Women’s Wisdom
Clients are craving what women do naturally: Communicate, Educate, Empathize, and Develop Strong Relationships.
It’s time to unleash these strengths, to shift the paradigm, and redesign how women operate in the world of finance.
When female Financial Advisors give ourselves permission to utilize our full spectrum of gifts and abilities, the results are nothing short of phenomenal. Our intuitive nature gives us biologically based advantages, and these traits help us gather information, connect with others, and align actions with deeper motivations.
Once we start relying on this internal compass, we discover a source of deep, focused power that we never knew we had – a power that gives us the courage and clarity to make BIG things happen in the world.
I want you to experience the possibilities of a new mindset, embrace the process of shifting your practice, and leave with a laser-like focus on your business, a compelling message to broadcast, and a deep understanding of how to leverage your unique strengths.
I guarantee, this is one seminar that you will never forget.
RW Baird Associates Click Here
When: 8am Wed, April 18 through 2pm Fri, April 20, 2012
Where: Simsbury, Connecticut
Investment: $1950
- 3 days of transformation,
- 2 nights lodging at The Historic Simsbury Inn (April 18th & 19th),
- Breakfast, coffee, afternoon snacks and lunch for 3 days.
- 6 months of scheduled coaching calls with Adri and Betty & access to a private facebook group.
3 Days to Total Transformation
At Breaking the Mold, you will discover that your business is more than a business – it is a reflection of who you are and what you represent. And, with extensive support and guidance, I will push you to challenge your assumptions and raise the bar – both in your practice and within yourself. During the 3 days you will stay at The Historic Simsbury Inn with breakfast and lunch taken care of for you!
Want to know more? Let me break it down for you, day by day:
Day 1: Breaking Out of Your Box
We’ll take an in-depth look at the specific traits that enhance a woman’s ability to understand what people really want, and deliver it flawlessly. I’ll help you uncover the stale, antiquated notions of how you think your business should run, and give you tools and support to release the fears that are holding you back. We’ll also explore:
- The core differences between men and women and how we do business
- The personal experiences that prospects really want to hear about
- Your tribal market and how to develop effortless connections
- How to upgrade your marketing message from brown bag boring to a high-class package
- Your inner passion – how to find it, fuel it, and follow it to new heights of success
You’ll even meet “Betty the Bag Lady,” who will help you recognize the baggage you bring to your business (and what it’s costing you to hang on to it). Prepare to see yourself and your business through new eyes!
“I was so hesitant to ‘target market’ but your Tribal Market concept WORKS. And I LOVED the Bag Lady, she was GREAT!” ~ Mohini McCormick, 53rd Bank
Day 2: Embracing Your Value and Playing BIG
What does it mean to play a bigger game? How do you embrace a larger vision of what you’re really capable of creating? What would your life and work look like if you were living fearlessly? Day 2 goes right to the core of your personal vision and teaches you to identify – and rise above – your limiting beliefs.
Much more than pep and philosophy, this is your chance to:
- Find the source of your anxiety – and rip it out by the roots
- Experience true, lasting fearlessness (maybe for the first time ever)
- Upgrade your vision of what you want to create through your work, and in your life at large
- Plot your path to a fearless future with a highly actionable plan
- Learn that true power comes NOT from Doing but from Being – and how to be a stronger, clearer, more magnetic You
You’ll be surprised to discover how impactful this work will be – and how helpful it is to do it in the company of other strong, ambitious women just like you… women who are driven to succeed, expand and enjoy their work… and women who want to connect and support each other.
“What was amazing about last year’s workshop is that I am still in touch with just about every woman that attended and every one of them has made some major shifts in their businesses, and even some in their personal life.” ~ Peg Seabrooke, Independent Advisor
Day 3: Insider Secrets to Successful Marketing and Seminars
Day 3 is all about IDEAS, ideas and strategies that will enhance your new found vision and mission as a unique female advisor. Seminars and events – of any size! – can be a highly effective way to distinguish yourself and develop business opportunities. The impact of a well-presented seminar can be truly transformative: enhanced client loyalty, more referrals and introductions, and an established brand identity within the community. In this one-day intensive, you will learn:
- How to incorporate Seminars as the foundation to a highly effective marketing strategy
- The 3 critical components to a strong presentation
- Engaging presentation topics that yield the most interest
- How to host events with minimal investment and even less effort
- When and why small events can be extremely effective business builders
- How to build your database of interested contacts
- Branding tips and tricks to raise your profile and be remembered
- Strategies to tap a deep well of referrals
Whether you’re experienced with seminar presentations, entirely new to them, or even if you plan to stick with one-on-one presentations, Day 3 will deliver a wealth of support and insight that you just can’t get anywhere else. We’ll use breakout sessions to zero in on social media strategies, personal presentation skills coaching, and this highly interactive day offers numerous opportunities to share and discuss creative, growth-oriented strategies. With personal coaching on your presentation skills and multiple strategies to market your events, Day 3 leaves you with a clear, actionable template for immediate seminar success. Don’t miss out on this critical day – it’s where we pull all the pieces together to complete your distinctive marketing package.
“I implemented my new seminar strategy just like you said and after just 5 months I have close to 200 new leads in my pipeline and everywhere I go people have heard about me. I did events for 15 years and never generated this much momentum.” ~ Mary Strickland, RW Baird
RW Baird Associates Click Here
Expected Results:
Breaking the Mold is designed to generate specific, profitable, lasting results, including:
- A crystal-clear, authentic sense of who you are and what you want your business to look like
- A stronger, more expanded vision of what is possible for you and your business
- A laser-like focus on how to grow and manage your practice
- A dynamic and compelling message that intrigues prospects
- BIG ideas – and the courage to implement them
In the end, you’ll leave with a renewed sense of passion and direction that you just can’t put a price on. With a clear focus on your core purpose, and the ability to articulate your value with confidence and conviction, your attention will no longer be consumed with meeting your goal or making your number. Your passion for the business will drive profits to your practice, in an effortless way that you never thought possible.
You will learn how to:
- Leverage your confidence and passion for growth in your practice
- “Bungee jump” with your business – taking big leaps that bounce you into Big Success
- Tap into your Soul Power, and explore the massive impact of intuition in your business
- Tell your unique story in a way that builds trust and credibility quickly
- Stay fearless, focused and fully engaged
“Your workshop was a fantastic experience. We developed a vision for my business and identified specific actions items to make my vision a reality. I can already feel the stress decreasing and productivity increasing.” ~ Patricia Bennett, Financial Advisor, Merrill Lynch KY
RW Baird Associates Click Here
When: 8am Wed, April 18 through 2pm Fri, April 20, 2012
Where: Simsbury, Connecticut
Investment: $1950
- 3 days of transformation,
- 2 nights lodging at The Historic Simsbury Inn (April 18th & 19th),
- Breakfast, coffee, afternoon snacks and lunch for 3 days.
- 6 months of scheduled coaching calls with Adri and Betty & access to a private facebook group.
I am so confident that Breaking the Mold will inspire you and deliver the value you need to grow your business that I am standing behind it with a money-back guarantee. If, at any time during this event, you fail to see the value that you had hoped for, I will refund 100% of your tuition. Just tell me and right there I will put the refund in motion. With a guarantee like that how can you go wrong?
This program is designed to position your practice for effortless client attraction for years to come. And with a money-back guarantee, it’s a risk-free choice! Give your practice a shot at the next level of success – you won’t regret it.
In support of your success,
Adri Miller-Heckman
www.YourPinkOffice.com
www.AdriMillerConsulting.com
Info@AdriMillerConsulting.com
860-216-4141
P.S. If you’re ready to take your business to the next level, take action now. This program will give you the ideas, insight and guidance to make a radical shift in the way you market and grow your business, relate to your work, and generate results. You won’t find this information anywhere else – and besides, it comes with a risk-free guarantee! What do you have to lose, except an incredible opportunity to accelerate your success? Join us!
Rave Reviews from Past Participants
“Last week I gave a presentation to 17 attorneys, and at the end I shared my new message and authentic story, they LOVED it. By the next day I received 4 emails with new business potential.” ~ Meeta Yadava, Harris Bank
“The light bulb went on. These traits are what my clients really treasure, and now so do I. I no longer hide my feminine self; I MARKET those strengths that truly set me apart from the competition. ~ Christel Ford Berry, Ford Berry Associates
“By implementing your strategies, all my business is now coming from referrals – and the size of the referrals are in the millions. I love this!” ~ Polly Rosenstein, Redstone Financial
“Before my work with Adri, my creativity in my business was unbounded, but unfocused. I assumed people were getting my message, but my business results showed me I was wrong. Through Adri’s mastery, I now know what to focus on to drive my business forward and connect with people clearly and powerfully. The greatest benefit has been seeing that I already had the know-how and the right elements in the business. It just took working with Adri to get it organized into the most powerful package and statement. That has been gold for me, and has truly jump started my business!” ~ Athena Johnson, Independent Advisor
“By working with Adri, I have gained more clarity, direction and focus to my business than ever before. Today I feel so much more confident that I am providing incredible value with less effort. As a result of working with Adri, I am better able to attract more prospects and close more business.” ~ Katie Morris, CFP, Independent Advisor
RW Baird Associates Click Here
Meet Your Program Facilitators:
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Adri Miller-Heckman is a leading success coach for female financial advisors. With 22 years in the industry, she has been a financial consultant, a national training officer, and the Director of National Sales for Women and Co., a division of Citigroup. In addition to training thousands of financial advisors, Adri also raised three children as a single mother. Adri knows what women are capable of, and her keynote speeches, workshops and coaching programs are designed to generate massive growth in a stimulating and supportive environment. |
Betty Robinson has dedicated over 10 years to helping women create fulfilling lives, both personally and professionally. Betty’s “Enough” life-coaching practice has helped hundreds of women transcend traditional barriers and create their life by design. With an extensive background in group facilitation and individual work, her ability to empower women has proven to be the passion that drives her path. Her keynote speeches, workshops and coaching programs address core issues and support women in transition and transformation.
Any Questions?
I already have a successful business. What can this program do for someone like me?
Odds are you built your business according to typical industry methods. In other words, you built your success in spite of the masculine model you were working in. Imagine what you could accomplish if you combined the things that worked for you with a fresh, new, feminine way of doing business?
At Breaking the Mold, you will gain a new perspective on the business you’ve created so far – and enhance it with a larger vision of what is possible. I can help you assess what has worked so far, clarify the areas that you would like to change, focus on your most engaging traits, and incorporate these insights into your business. I guarantee that you will leave with important realizations and actionable strategies that you’ve never considered before.
My company sponsors an event each year that is geared for the Female Advisor. How will this be different?
As independent coaches with a background in the corporate world, we bring things to the table that you just can’t get from an in-house program. Our only allegiance is to you, and that independence gives us the freedom to get creative, step outside the standard protocol, and present something NEW and DIFFERENT. Aren’t you tired of the same old boring seminar? Try a new approach; you’ll see a distinctive difference.
Everything I do must be approved by compliance. Will I be able to utilize what I learn at Breaking the Mold?
As a former Advisor and Series 8 licensee, I fully understand the restrictions that the compliance department places on you. I’ve spent countless hours approving materials for other Advisors. I assure you that Breaking the Mold was designed to help you differentiate yourself as a professional while still complying with the standards of your firm and industry regulations.
I’m a brand new Advisor. Is it too soon for me to attend the Breaking the Mold conference?
Absolutely not. In fact, the timing couldn’t be better. Breaking the Mold will help you avoid years of “trial and error,” and it will provide a super-strong foundation of business-building strategies that will launch your business to the next level in far less time than you ever thought possible. Confidence, guidance and insights await you… we look forward to seeing you there!
My business partner is a man. Will this material damage our professional relationship?
No! Breaking the Mold is about enhancing the masculine model, not destroying it. There is a vast body of knowledge and value that men have contributed to financial services, and this program is designed to build on that, not dismiss it. In fact, this program could round your partnership out in a way that makes it much more compelling to your prospects, ensuring a wider variety of clients will find exactly what they need within your practice.
Ready to get started? Here’s what you need to know.
When: 8am Wed, April 18 through 2pm Fri, April 20, 2012
Where: Simsbury, Connecticut
Investment: $1950
- 3 days of transformation,
- 2 nights lodging at The Historic Simsbury Inn (April 18th & 19th),
- Breakfast, coffee, afternoon snacks and lunch for 3 days.
- 6 months of scheduled coaching calls with Adri and Betty & access to a private facebook group.
