Posts by Paulette Filion and Judy Paradi

How not to get fired…

When you work for someone – large corporation or small business, there is always the chance that someday you might be fired. It could be due to any number of reasons – economic downturn, poor sales, obsolete product or even more robust competition. Sadly, you may never know the real reason. When you work for…

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You hate it – so why do it to your clients?

There was a time when asset firms trying to sell their products to financial advisors was the norm. They’d show up with a PowerPoint presentation on their newest fund and talk factor investing, management style, star-studded returns and they’d tout the portfolio manager du jour. If your supplier is still flogging their products that way,…

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Adapt or Perish!

Recently I visited the Fram Museum in Norway. It is a fascinating museum dedicated to telling the story of Norwegian polar exploration through artifacts, maps, diaries and journals. One display in particular caught my eye – it featured a quote from a letter written by an explorer – it stated, “you have to adapt or…

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Millennials: Your Path to Success

According to Schwab’s 2018 Modern Wealth Index, 31 percent of millennials have determined their financial goals and have a written plan. As a result, millennials are also more likely than older generations to have specific savings goals, work with an investment advisor and regularly re-balance their portfolio. Clearly attracting millennials makes sense, that is why they…

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Why it is NEVER about YOU

Recently, we had the pleasure of conducting a lunch and learn for about 20 investment advisors. The topic was How to Engage with Female Investors. Those in attendance came because they understood the undeniable truth that female investors are and will continue to be the key to their future success. Throughout the hour, they nodded…

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