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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.


4 things Financial Advisors can do to Keep and Attract Female Clients

By Paulette Filion and Judy Paradi | May 4, 2015 | Comments Off on 4 things Financial Advisors can do to Keep and Attract Female Clients

1. Listen with Heart Women look for advisors who are sincere and authentic. Take the time to build a genuine honest relationship with her. Really listen to her and the issues that matter to her, even if it has nothing to do with finances. 2. Speak her Language Avoid jargon or a singular focus on…

3 Reasons financial advisors need to pay attention to women

By Paulette Filion and Judy Paradi | May 2, 2015 | Comments Off on 3 Reasons financial advisors need to pay attention to women

80% of women in Canada switch financial advisors within a year of their husband’s death 73% of women report being “unhappy” with the service levels they were receiving from the financial services industry. Women are gaining wealth and power faster than ever before. Women are not simply a “niche demographic,” they are likely the biggest…

Why do we choose to scare rather than cheer on?

By Paulette Filion and Judy Paradi | February 27, 2015 | Comments Off on Why do we choose to scare rather than cheer on?

I’ve been watching the financial services industry and it’s strategies in attracting investors for more than 40 years. Here’s what I’ve observed: When the industry talks to men, they speak of out performance and doing better. They talk more, opportunity and winners. They even talk low volatility these days. But when they think they are…

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