A Kick-Ass Follow-Up Process for Advisors (Focused on Women)

You'll learn why. . .

  • Why most follow up activities are a waste of time

  • How to elevate your value with a simple email that makes an impact

  • How to create your process that is easy, repeatable and powerful

Meet Your Hosts:

Adri Miller-Heckman

President of femXadvisor, Keynote Speaker, Author, Consultant

Adri Miller-Heckman is a globally recognized speaker, author and consultant in the financial industry. Her clients describe her as a powerful influencer, highly motivational and the leading expert on women and financial services.

As a former advisor and National Training Officer with Smith Barney Adri uses personal stories, humor, skits and statistics to motivate her audience to action. Adri’s progressive ideas and inclusive style speaks to all genders and generations of advisors. Adri’s popular book Keys to the Ladies Room provides the foundation to her femXmodel© designed for progressive advisors who want to lead the industry to new levels of success.

Jill Addison

Founder, FA Client Machine

For over a decade, Jill Addison has immersed herself in all aspects of video production and digital media marketing, blending creativity with strategic thinking to introduce a variety of valuable products and services. She is the author of Financial Advisor’s 7 Steps to Video Marketing Success and her portfolio includes a diverse range of projects such as a full-length feature film, online marketing videos, short dramatic films, nationally broadcast infomercials, and instructional exercise videos. Addison launched FA Client Machine, a digital media marketing company that assists financial advisors with implementing contemporary digital marketing strategies.

Register now for the FREE WEBINAR

Wednesday, March 27, 2019

2pm ET / 11am PT

*Clicking the Register Now button gives femXadvisor permission to send you emails for the webinar, occasionally about our programs, and sometimes valuable information you can use. You always have the option to opt-out.