Adri Miller-Heckman

Biography

Adri Miller-Heckman is a senior executive financial services expert with extensive nationwide training experience in business development. Her 20-year tenure with the industry and 13 years with Smith Barney includes positions as Sales Assistant, Branch Administrator, Financial Consultant, National Training Officer and most recently Director of National Sales for Women and Co, a division of Citigroup. Adri is very successful in training financial advisors in business development, sales and marketing, seminar planning and client relations. Adri spent three years creating training modules designed to inspire, motivate and move financial advisors to action. Her training philosophy is based on teaching the financial advisors to fish vs. giving them the fish. Adri has built a reputation as an inspirational speaker who can dramatically impact the lives of the financial advisors. She does this by providing the kind of strategic vision and creative sales initiatives that consistently lead to exceptional business growth. As a success coach, public speaker, wife, mother and stepmother to 6 teenagers, Adri knows the importance of finding that crucial balance essential to success in all aspects of life. Adri believes that maintaining balance is a process to be managed on a daily basis. It is not how much time you spend but how you spend your time that determines the quality of our lives.

Titles

The Ultimate Seminar Program This presentation is based on my book "The Ultimate Seminar Program for Financial Advisors" to be released in June of 2009. During this presentation we help the Advisors recognize the incredible benefits of utilizing seminars to grow their business as well as how to put this program into place. We will show them the secret to creating a seminar program supported by an effective marketing plan that creates a referral stream for life. The Advisors will leave this presentation with a better understanding as to how to use their seminar program as the foundation to an effective marketing plan that works. Why Can't I Have a Pink Office (For Women Financial Advisors) As women we bring incredible strengths to the business yet the pressure to conform to traditional methods can stifle our efforts. Why can't I Have a Pink Office helps women recognize their unique strengths as well as how to apply these strengths to accelerate the growth of their business. During this presentation we will show them how to develop a marketing plan leveraging their natural talents, develop a client service platform that accentuates their values and priorities and work more efficiently by focusing on both their business and personal priorities. The participants will leave with a renewed passion for the business, encouraged by their role as a Female Financial Advisor and the impact they can have on reaching new levels of success. Building a Referral Machine More than 80% of our clients are more than willing to give referrals. So why aren't we getting the number of referrals we want and deserve? This presentation uncovers the fundamental problem behind lack of referrals, and it's not about your process. The Ultimate Wealth Advisor Trying to manage an existing practice while actively growing your business can at times seem impossible. My exclusive Thematic Wealth Process allows the Advisor to enhance client service while consistently prospecting for new business simultaneously. This program has had an incredible impact on enhancing production in less time with less effort. Create your Tipping Point When asked what we do most Advisors change their story depending on the listener. Thus, like a chameleon we blend in no longer differentiating ourselves from the competition. The tipping point to your business will be the day you articulate your message based on who you are not who you are speaking too. Breaking the Mold As a Female Advisor we bring unique strengths and capabilities to the business. The traditional methods of building a business may not always be the most effective methods. By identifying our true value as an advisor while leveraging our strengths as women we are better able to grow an exceptional practice.