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AM
author
Adri Miller-Heckman
Adri Miller-Heckman is a consultant and coach to financial advisors, specializing in helping advisors market to and attract the female client. Adri provides one-on-one coaching, gr...view moreAdri Miller-Heckman is a consultant and coach to financial advisors, specializing in helping advisors market to and attract the female client. Adri provides one-on-one coaching, group teleconference training programs, developmental workshops and motivational presentations throughout the United States. She is a Senior Executive Financial Services Expert with extensive nationwide experience in business development training, as well as an approved Financial Advisor Coach at Smith Barney, Merrill Lynch, Deutsche Bank, UBS and Bank of America. Like any good coach to financial advisors, Adri’s coaching career was preceded by an extensive and successful career in the field. As a financial advisor, she learned first-hand what it takes to build a thriving and sustainable practice that focuses on the female client. Her success as an advisor earned her the position as a national trainer for Smith Barney, and then Director of National Sales for Women and Co., a division of Citigroup – all while raising three children on her own. Adri’s 25 years of success in the highly-competitive financial services industry was foreshadowed by an aggressive and dedicated athletic career. At 13, she was a member of the youngest volleyball team ever to compete at the national collegiate level. The University of North Carolina awarded her a full athletic scholarship, and in the years that followed, she led her teams to several championships, concluding her college career as the MVP of the Atlantic Coast Conference. After college, she continued to fuel her athletic ambitions by training in an outrigger canoe and paddling across the Molokai channel. The drive and dedication these experiences instilled in her served as a strong foundation for her demanding career in financial services. Today, Adri is proud of the impact she has made over 25 years in the industry – most notably, her impact on female advisors. Adri has led multiple workshops, addressing the issues that are unique to female advisors, and in March 2010 she launched her annual “Breaking the Mold” event, specifically designed for the female advisor. Adri’s passion for helping women has made her a leading authority on how advisors can market to and serve female clients more effectively. In addition to training thousands of financial advisors, Adri authored the book Seminars for the Financial Advisor, based on her own experience of building a successful practice targeting the female market. She also developed “The Purpose-Driven Wealth Process,” a program that systematically addresses total wealth management. Adri has been a keynote speaker for conferences run by Smith Barney, Citigroup and Merrill Lynch, as well as independent firms such as Montauk Financial and WRP Investments. Her most popular presentations address business development strategies and motivational topics.view less

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  • The Keys to the Ladies' Room: A New Business Model for Financial Advisors

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