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.


Are Your Conversations Winning or Losing You Clients?

By Paulette Filion and Judy Paradi | September 2, 2020 | Comments Off on Are Your Conversations Winning or Losing You Clients?

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…

If Cold Calling Doesn’t Work With Women, What Does?

By Paulette Filion and Judy Paradi | September 2, 2020 | Comments Off on If Cold Calling Doesn’t Work With Women, What Does?

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…

Is This a Good Time for Financial Advisors to Prospect?

By Paulette Filion and Judy Paradi | July 24, 2020 | Comments Off on Is This a Good Time for Financial Advisors to Prospect?

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…

Want to Achieve Greater Diversity? Start With Women

By Paulette Filion and Judy Paradi | July 17, 2020 | Comments Off on Want to Achieve Greater Diversity? Start With Women

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…

A Future Ready Advisor Is a Leader of Clients and Providers

By Paulette Filion and Judy Paradi | June 12, 2020 | Comments Off on A Future Ready Advisor Is a Leader of Clients and Providers

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…

A New Financial Advisor Is Emerging From This Pandemic

By Paulette Filion and Judy Paradi | May 28, 2020 | Comments Off on A New Financial Advisor Is Emerging From This Pandemic

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…

Selling is Out, but Financial Advisors Should Be Marketing With Meaning

By Paulette Filion and Judy Paradi | May 19, 2020 | Comments Off on Selling is Out, but Financial Advisors Should Be Marketing With Meaning

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”…

Why Reaching out to Both Partners Is More Important Than Ever for Financial Advisors

By Paulette Filion and Judy Paradi | April 30, 2020 | Comments Off on 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…

It’s a Terrific Time for Advisors to Imagine Coming Back Stronger Than Ever

By Paulette Filion and Judy Paradi | April 16, 2020 | Comments Off on It’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…

When the Going Gets Tough, It’s Often Women Who Get Going

By Paulette Filion and Judy Paradi | April 14, 2020 | Comments Off on When 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…

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