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.
If you are already selling SRI funds or if you are considering it – good for you! But if your client base is mostly comprised of men – there is a good chance that it may be a harder sell. Time to rethink your approach because … Female investors are nearly 2x as likely as…
Have you ever met with a potential female client, thought the meeting went really well only to learn that she decided not to invest with you? While at other times you may have felt unsure about your chances with a potential female client and were pleasantly surprised that she chose to work with you. So…
Like many advisors there are probably plenty of days when you feel underappreciated. Perhaps clients don’t really understand what you do for them and how much effort it takes or they simply don’t value your efforts because it doesn’t touch them emotionally. Whatever the reason there is something you can do that they will appreciate…
Let’s face it – if you make your living as an Investment Advisor you probably aren’t going to all the trouble and expense of hosting investment seminars just for the love of it. You are doing it in the hopes of attracting the right people in order to impress them with your financial knowledge so…
One big mistake you must avoid! There seems to be a great deal of confusion surrounding the issue of women and financial confidence. Do women have confidence or do they lack confidence and what does it mean to you and the financial community at large? One article screams, “Women, Money and Their Alarming Lack of…
Timing is everything, and it is particularly true when prospecting for new clients. Anyone who has ever done sales/prospecting of any kind knows that making a sale sometimes simply comes down to being at the right place at the right time. But what exactly does that mean when prospecting, especially for female clients, and how…
Being an advisor is not easy. There is the grind of achieve consistently good rates of return for clients as well as the never-ending process of keeping existing clients happy, networking to find new clients and keeping up with the administration. It’s a lot, so it is not surprising that all too often having a…
You shouldn’t be surprised to hear that most women say they hate going to an advisor’s office – even if they are already a client. Take a minute to think about what a woman experiences when they go to the typical financial advisors’ office (the subtleties of décor may be lost on some men). But…
It wouldn’t be at all surprising if financial advisors were feeling a little insecure these days about the future of their practice. Almost daily there is negative news about the value they provide and dire predictions that they will lose their clients to robo-advisors. So what’s an advisor to do? We say, when others ‘zag’,…
So said Bob Dylan in 1964. If you get a chance, review the lyrics from this anthem song of a new generation. It captures the inevitability of change, and the need to recognize it and adjust your own thinking, “or you’ll sink like a stone.” A bit dramatic perhaps but change is occurring in the…