The Most Lucrative Demographic Since the Onset of the Baby Boomers

The Most Lucrative Demographic Since the Onset of the Baby Boomers

Marketing to women is not only the most lucrative demographic since the onset of the baby boomers, but the transformation you’ll undergo as you develop a female-friendly practice will bring unbelievable focus, clarity, and conviction, all of which have the power to draw better, more highly qualified clients to your business.

Using The Keys to the Ladies Room model as your guide, everything you do will become synergistic. Your process will reinforce your message, and your personal story will lay the groundwork for an amazing client experience. Every aspect of your business will work together harmoniously, and the process for attracting new clients will become effortless.

Earning The Keys to the Ladies Room is not a campaign. It’s a transformational experience that totally elevates your practice to a whole new level, a place where you are not just an advisor, but you’re also an agent of change.

It doesn’t matter if you are a male or female advisor, the impact is the same. Both male and female advisors can use this model to develop a fresh, new approach, plan, and process that delivers better results.

The greatest impact your program provided was clarity around who I am. It gave me a greater insight into my real calling. You exceeded my expectations, and I have very high expectations! I am not even sure if I can articulate the real value of this program. It has had a much more profound effect than you could ever imagine. I have begun sharing my new strategy, and I’ve received very positive feedback. I would recommend The Masters of Women’s Advisory Program to anyone who wants to market to women.

-Amy Cole, Financial Advisor, Morgan Stanley

Even male advisors are embracing this new model and generating immediate results:

It’s the first time that I can proudly say “This is what I do…” Every time someone asks me what I do they are intrigued and inspired, and they always ask me for more information. This process works exactly how you said it would, Adri.  And when I wrote my story and began to share it with others, it had a compelling impact on everyone I shared it with! There is an immediate emotional connection; one that initiates a natural feeling of respect and trust and inspires immediate conversations that lead to more purposeful engagement. The women I speak to are immediately interested, and the men I share this with are already thinking about women they know who need me.

I’ve worked with MANY coaches from the industry, but I have gained the most focus, clarity, and direction from your program. I LOVE serving my tribal market.

-Bill Cummings, President and Owner (CFO), Concierge Financial  

This model is not just about appealing to women. At its heart, The Keys to the Ladies Room is really about building relationships, inspiring interest, and motivating clients, so this model works for both men and millennials. This model is geared toward the future of the financial advisory industry, and this is the path to great success in a world looking for greater authenticity and transparency.

Women Wealth Specialists around the country are thriving in the women’s market! Read a few of their stories below:

  • George, Managing Partner at The Arky Miller Financial Group, shared his story ‘why women’ to a new couple and in his amazement the wife leaned in and became fully engaged. This lead to a $10MM account 
  • Monica, $800,000 producer, presented a woman's topic to an audience of 80%, which ended up generating more leads, appointments and interest than ever before
  • Renee, Independent Wealth Advisor, tried her new female focused message at a networking event and the results were immediate and amazing. This moment of truth sealed her full commitment to the women’s market
  • Ray, Estate Planning Attorney, opened his usual seminar by sharing his story ‘why women’ and got a record of appointments at all three of his events.
  • Rene, Independent Wealth Advisor, increased her focus on women by hosting more consistent events and even launched webinars where she discussed topics tailored to women. In her first conference call she had 40 women sign up
     

Join the MWA, Masters of Women’s Advisory Certificate Program, today and Adri will help you create your personal story and a female-friendly practice that engages, inspires, and motivates women to become your client. Click here to learn more about this 8-week training program today!

Adri Miller-Heckman
Marketing to Women
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Adri Miller-Heckman is an expert at helping financial professionals market to and engage women more effectively. Adri is a highly passionate and motivational coach and speaker ... Click for full bio

Rosie the Robot, Amazon, and the Future of RAAI

Rosie the Robot, Amazon, and the Future of RAAI

Written by: Travis Briggs, CEO at ROBO Global US

It’s tough to find a kid out there who hasn’t dreamed about robots. Long before artificial intelligence existed in the real world, the idea of a non-human entity that could act and think like a human has been rooted in our imaginations. According to Greek legends, Cadmus turned dragon teeth into soldiers, Hephaestus fabricated tables that could “walk” on their own three legs, and Talos, perhaps the original “Tin Man,” defended Crete. Of course, in our own times, modern storytellers have added hundreds of new examples to the mix. Many of us grew up watching Rosie the Robot on The Jetsons. As we got older, the stories got more sophisticated. “Hal” in 2001: A Space Odyssey was soon followed by R2-D2 and C-3PO in the original Star Wars trilogy. RoboCop, Interstellar, and Ex Machina are just a few of the recent additions to the list.

Maybe it’s because these stories are such a part of our culture that few people realize just how far robotics has advanced today—and that artificial intelligence is anything but a futuristic fantasy. Ask anyone outside the industry how modern-day robots and artificial intelligence (AI) are used in the real world, and the answers are usually pretty generic. Surgical robots. Self-driving cars. Amazon’s Alexa. What remains a mystery to most is the immense and fast-growing role the combination of robotics automation and artificial intelligence, or RAAI (pronounced “ray”), plays in nearly every aspect of our everyday lives.

Today, shopping online is something most of us take for granted, and yet eCommerce is still in its relative infancy. Despite double-digit growth in the past four years, only 8% of total retail spending is currently done online. That number is growing every day. Business headlines in July announced that Amazon was on a hiring spree to add another 50K fulfillment employees to its already massive workforce. While that certainly reflects the shift from brick-and-mortar to web-based retail, it doesn’t even begin to tell the story of what this growth means for the technology and application firms that deliver the RAAI tools required to support the momentum of eCommerce. In 2017, only 5% of the warehouses that fuel eCommerce are even partially automated. This means that to keep up with demand, the application of RAAI will have to accelerate—and fast. In fact, RAAI is a key driver of success for top e-retailers like Amazon, Apple, and Wal-Mart as they strive to meet the explosion in online sales.

From an investor’s perspective, this fast-growing demand for robotics, automation and artificial intelligence is a promising opportunity—especially in logistics automation that includes the tools and technologies that drive efficiencies across complex retail supply chains. Considering the fact that four of the top ten supply chain automation players were acquired in the past three years, it’s clear that the industry is transforming rapidly. Amazon’s introduction of Prime delivery (which itself requires incredibly sophisticated logistics operations) was only made possible by its 2012 acquisition of Kiva Systems, the pioneer of autonomous mobile robots for warehouses and supply chains. Amazon recently upped the ante yet again with its recent acquisition of Whole Foods Market, which not only adds 450 warehouses to its immense logistics network, but is also expected to be a game-changer for the online grocery retail industry.

Clearly Amazon isn’t the only major driver of innovation in logistics automation. It’s just the largest, at least for the moment. It’s no wonder that many RAAI companies have outperformed the S&P500 in the past three years. And while some investors have worried that the RAAI movement is at risk of creating its own tech bubble, the growth of eCommerce is showing no signs of reaching a peak. In fact, if the online retail industry comes even close to achieving the growth predicted—of doubling to an amazing $4 trillion by 2020—it’s likely that logistics automation is still in the early stages of adoption. For best-of-breed players in every area of logistics automation, from equipment, software, and services to supply chain automation technology providers, the potential for growth is tremendous.

How can investors take advantage of the growth in robotics, automation, and artificial intelligence?


One simple way to track the performance of these markets is through the ROBO Global Robotics & Automation Index. The logistics subsector currently accounts for around 9% of the index and is the best performing subsector since its inception. The index includes leading players in every area of RAAI, including material handling systems, automated storage and retrieval systems, enterprise asset intelligence, and supply chain management software across a wide range of geographies and market capitalizations. Our index is research based and we apply quality filters to identify the best high growth companies that enable this infrastructure and technology that is driving the revolution in the retail and distribution world.

When I was a kid, I may have dreamed of having a Rosie the Robot of my own to help do my chores, but I certainly had no idea how her 21st century successors would revolutionize how we shop, where we shop, and even how we receive what we buy - often via delivery to our doorstep on the very same day. Of course, the use of RAAI is by no means limited to eCommerce. It’s driving transformative change in nearly every industry. But when it comes to enabling the logistics automation required to support a level of growth rarely seen in any industry, RAAI has a lot of legs to stand on—even if those “legs” are anything but human.

To learn more, download A Look Into Logistics Automation, our July 2017 whitepaper on the evolution and opportunity of logistics automation.


The ROBO Global® Robotics and Automation Index and the ROBO Global® Robotics and Automation UCITS Index (the “Indices”) are the property of ROBO who have contracted with Solactive AG to calculate and maintain the Indices. Past performance of an index is not a guarantee of future results. It is not intended that anything stated above should be construed as an offer or invitation to buy or sell any investment in any Investment Fund or other investment vehicle referred to in this website, or for potential investors to engage in any investment activity.
ROBO Global
Robotics and AI
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ROBO Global LLC is the creator of the ROBO Global® Robotics and Automation Index series, which provides comprehensive, transparent and diversified benchmarks representing the ... Click for full bio