Posts by Paulette Filion and Judy Paradi
Why Reaching out to Both Partners Is More Important Than Ever for Financial Advisors
Many of you no doubt are redoubling your efforts to connect with your clients during this time of isolation. Of course that is exactly what you should be doing, but be careful — whether you believe it or not, if you manage money on behalf of a couple and you are only speaking to the…
Read MoreIt’s a Terrific Time for Advisors to Imagine Coming Back Stronger Than Ever
This pandemic started so suddenly that we’ve all been blind-sided. Now, in the thick of things, without a clear understanding of what will happen next it is hard to imagine a recovery, let alone plan for it. Yet this crisis will end and life begin again, albeit it may look different. With time on your…
Read MoreWhen the Going Gets Tough, It’s Often Women Who Get Going
Leadership and women According to a study published in Psychology Today last year, “people trust leaders who behave in “relational ways”, and especially so when the leaders are women and when there is a predictable path out of the crisis.” First let’s define “relational behavior.” It means thinking of oneself in relation to others and…
Read MoreThe COVID-19 pandemic is affecting our health – in more ways than one.
Like many of us, as financial advisors you too have little choice but to work from home during these difficult times. No doubt you can’t help worrying about your clients, their portfolios, as well as your own family’s health and income. That adds up to a lot of stress. With the markets as volatile as…
Read MoreThe Best Thing Advisors Can Do in These Times
I have always been totally transparent about the fact that, unlike my partner Paulette, I don’t come from a financial background. Rather than seeing it as a hindrance, it has been a great asset in our business StrategyMarketing.ca because I can speak for women “on the other side of the table”— that is as a…
Read MoreMarkets Are Tanking – What’s an Advisor to Do?
To paraphrase Rudyard Kipling “…. keep your head when all about you are losing theirs.” That is certainly apropos given the recent market mayhem. As a financial advisor, you know that the best action when markets tank is to take no action at all. But saying “stay the course – this too shall pass,” is…
Read MoreDo you show your female clients you value them?
IWD is the day to show your appreciation While all around you the world is celebrating International Women’s Day (IWD), what are you doing? By ignoring the day altogether, you send a signal that, at best you’re too busy to bother or at worst you don’t care. International Women’s Day (IWD) is an excellent day…
Read MoreWhat NOT to say to women with wealth
When thinking about high net worth women, “where do I find them?” is the question we are asked most often. Actually, it’s not that hard to find them – wealthy women are not nearly as elusive as you might think. But the “where to find” is just the beginning and the topic for another blog…
Read More“Ignoring women comes at a big cost!”
Full disclosure – I copied the entire headline from an article run in the business section of the Toronto Star on November 13, 2019 – Why? Because we couldn’t have said it better ourselves. In fact, it is exactly what we say to financial advisors and the financial community at large. The first paragraph of…
Read More250 Years My A**!
It doesn’t have to take 250 years – we think that’s a cop out, an excuse for dragging our collective feet. Take Goldman Sachs’ bold example. David Solomon, Goldman Sachs CEO, recently announced at the World Economic Forum in Davos, Switzerland that it will no longer take public companies that don’t have at least one diverse…
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