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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.


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…

The COVID-19 pandemic is affecting our health – in more ways than one.

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

The Best Thing Advisors Can Do in These Times

By Paulette Filion and Judy Paradi | March 18, 2020 | Comments Off on The 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…

Markets Are Tanking – What’s an Advisor to Do?

By Paulette Filion and Judy Paradi | March 13, 2020 | Comments Off on Markets 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…

Do you show your female clients you value them?

By Paulette Filion and Judy Paradi | March 4, 2020 | Comments Off on Do 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…

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