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Regularly blogging for over two years, both for IRIS and on StrategyMarketing.ca, advisors have come to depend on the insights, wisdoms and practical advice that Paulette and Judy provide.


Trustworthiness Is the Edge Female Advisors Have

By Paulette Filion and Judy Paradi | April 27, 2021 | Comments Off on Trustworthiness Is the Edge Female Advisors Have

We get calls all the time asking us for referrals. The call today came from a business acquaintance looking for a referral for her sister who had recently become a widow and wasn’t happy with the current financial advisor she and her husband had used. Getting that type of call doesn’t surprise us – after…

Do You Dare to Be a Winner?

By Paulette Filion and Judy Paradi | April 13, 2021 | Comments Off on Do You Dare to Be a Winner?

Dare to be a winner! Winning isn’t a function of being smarter than the next guy. Winning goes to those who dare to go out on a limb to try something different and those who dare to stay with it longer – not to those who only reach for the low hanging fruit or the…

Make This International Women’s Day a Personal Affair

By Paulette Filion and Judy Paradi | March 9, 2021 | Comments Off on Make This International Women’s Day a Personal Affair

This year the theme for International Women’s Day is, “Choose to Challenge”. The idea being, and we quote, “We can all choose to challenge and call out gender bias and inequality.” The operative word here is “we”, that means all of us because it is not “just” men who are guilty of gender bias –…

Advisors: Who’s Going To Eat Your Lunch This Year?

By Paulette Filion and Judy Paradi | February 19, 2021 | Comments Off on Advisors: Who’s Going To Eat Your Lunch This Year?

Hard to believe we’re almost two months into 2021? This means that you only have 10 months to make it your best year ever. But don’t panic – you have plenty of time to make this a winning year. Like most advisors, you probably started the year by making plans to improve and even grow…

Invest(in)Her and She’ll Invest With You

By Paulette Filion and Judy Paradi | February 5, 2021 | Comments Off on Invest(in)Her and She’ll Invest With You

It’s a new year and while Covid-19 restrictions continue to shape how we do business – some things never change. The fact that you carry on serving existing clients and continue to sign-up new clients is a given.  Something else that hasn’t changed is that women with money are still your best bet for growing…

You Can’t Just Teach Bias Away

By Paulette Filion and Judy Paradi | January 15, 2021 | Comments Off on You Can’t Just Teach Bias Away

There is little question that 2020 was a bad year – the pandemic wreaked havoc worldwide, drove healthcare systems to the breaking point and served to highlight pervasive social inequities, with women and minorities bearing the brunt. But even as the pandemic continues to rage, there is hope – vaccines are on their way, plans…

The Best Approach for Your Pandemic Holiday Greeting

By Paulette Filion and Judy Paradi | December 21, 2020 | Comments Off on The Best Approach for Your Pandemic Holiday Greeting

2020 has truly been a year like no other. Since the COVID-19 pandemic became a reality almost 10 months ago, we have had to rethink how we do practically everything from how we shop and socialize to how we do business. And even as most of us have become reasonably comfortable with zoom meetings and…

Why You Should Care About Kamala Harris’ Win

By Paulette Filion and Judy Paradi | November 23, 2020 | Comments Off on Why You Should Care About Kamala Harris’ Win

Let us be perfectly clear from the get-go, this is not an article about politics. It doesn’t matter where you stand politically – unless you have lived under a rock for the past two weeks, you cannot have avoided the news that Kamala Harris has become, for the first time in America history, the Vice…

Financial Advisors Could Be Closing 90% of Their Prospects

By Paulette Filion and Judy Paradi | November 10, 2020 | Comments Off on Financial Advisors Could Be Closing 90% of Their Prospects

As a financial advisor, you wear many hats. Besides managing your clients’ finances, you have to stay in touch with them on a regular basis, keep up with managing money, stay on top of new regulations and, indeed, grow your practice. Social events are often a perfect opportunity to connect with people – but invariably…

What Financial Advisors Can Learn From Hamilton

By Paulette Filion and Judy Paradi | October 26, 2020 | Comments Off on What Financial Advisors Can Learn From Hamilton

Talk Less – Listen More. Whether it’s working with female colleagues or serving female clients, you need to know that women’s number one complaint continues to be that men don’t listen to them and, in fact, talk over them. Sadly, nowhere is this complaint more prevalent than in the financial services industry. Oddly, the issue…

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