Blog
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.
There is no question that having a good reputation, whether personally or as a business, is an important key to success. In fact, a quick search of any number of business sites reinforces the same thing, “a good reputation is important because it can help distinguish you from competitors, and it is often the deciding…
One of the best books we’ve ever read about giving financial advice is, “Storyselling for Financial Advisors” by Scott West and Mitch Anthony. As the title suggests, the book outlines the value of using short stories to help people understand financial concepts. It talks about why that approach is far more successful than boring people…
Are you Guilty of Bias? Read this before you answer We likely can all agree that it’s been an interesting six months since our lives were derailed by Covid-19. Besides everything else, all of us had to rethink how to do business in isolation and under social distancing rules. Nevertheless, it is safe to assume…
What do you suppose people think when an advisor says, “I manage my clients’ wealth using a proprietary investment process that helps us manage risk using a strategic asset allocation decision model”. This advisor is successful. This is an advisor I want to work with. This advisor is appropriate for a client like me. I…
Are you still trying to build your practice by cold calling? Remember how it goes. Either you or an assistant pile through lists of phone numbers and start making calls that go something like, “Hi. My name is Steve M. and I’m with M & Associates Wealth Planning. We are looking to meet people who…
Prospecting is difficult at the best of times but during these unprecedented times, advisors are more conflicted than ever. Many of you are paralysed by your own stresses working from home, possibly sharing the house with a spouse and kids. Then there are those of you who simply can’t face the thought of reaching out…
Conversations about diversity and inclusion are ubiquitous today and they touch every sector, at every level. There is no question minorities have faced huge struggles to survive and thrive in a world that has kept power out of their reach. They have suffered a level of persecution that is hard for many of us to…
Are you a lone wolf or collaborator? If you’ve been in the industry a long time, you are likely familiar with the “lone wolf” image of financial advisors and an environment where “eat what you kill” is the mantra of the day. To this day, many financial advisors see themselves as “sole proprietors” who build…
Back in January, when we first heard about the Coronavirus we were all clamouring for information – where did the virus start? how many were infected? how many were dying? News stories replete with charts and tables and graphs sprung up virtually overnight, not only about our health but the economy as well. Everyone from…
You’d have to be totally tone-deaf not to know that trying to “sell” yourself and your products in the midst of a global crisis is not only inappropriate but doomed to backfire. That being said, it’s the perfect time to market what you offer – the trick is knowing the difference between the two. “Selling”…