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.


As an advisor, do you measure up?

By Paulette Filion and Judy Paradi | November 14, 2017 | Comments Off on As an advisor, do you measure up?

When women choose a financial advisor, they look for more than a qualified and properly registered advisor who works for a well-respected firm; they look for someone they feel comfortable with and someone they can relate to and trust. So what does that mean to financial advisors who are used to being judged on their…

Don’t sell SRI funds until you read this!

By Paulette Filion and Judy Paradi | November 8, 2017 | Comments Off on Don’t sell SRI funds until you read this!

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…

The male ♂ and female ♀ language disconnect

By Paulette Filion and Judy Paradi | November 7, 2017 | Comments Off on The male ♂ and female ♀ language disconnect

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…

How to earn client appreciation and grow your business

By Paulette Filion and Judy Paradi | August 28, 2017 | Comments Off on How to earn client appreciation and grow your business

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…

Investment Seminar – do it right or don’t bother!

By Paulette Filion and Judy Paradi | August 28, 2017 | Comments Off on Investment Seminar – do it right or don’t bother!

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…

Don’t Be Fooled by the Perception That Women Lack Financial Confidence

By Paulette Filion and Judy Paradi | July 20, 2017 | Comments Off on Don’t Be Fooled by the Perception That Women Lack Financial Confidence

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…

Turning a Female Prospect into a Client

By Paulette Filion and Judy Paradi | July 7, 2017 | Comments Off on Turning a Female Prospect into a Client

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…

Create a Great Website in 4 Easy Steps that is also Female Friendly

By Paulette Filion and Judy Paradi | June 22, 2017 | Comments Off on Create a Great Website in 4 Easy Steps that is also Female Friendly

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…

7 Steps to a More Female Friendly Office

By Paulette Filion and Judy Paradi | June 7, 2017 | Comments Off on 7 Steps to a More Female Friendly Office

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…

5 Hours to Connecting More Intimately With All Your Clients

By Paulette Filion and Judy Paradi | May 24, 2017 | Comments Off on 5 Hours to Connecting More Intimately With All Your Clients

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’,…

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