Loading
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