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.
What is it about listening that makes it so hard? Is it because we think that what we have to say is so much more interesting than what the other person has to say? Perhaps. Except for making you look a little self centered, it’s not likely to be much of an issue when you’re…
There is a saying in business, “You can’t improve what you don’t measure.” Much like runners have to know how fast they are running to be able to get better – similarly, you need to know what your clients think of you to improve what you offer them. However how to ask clients what they…
According to Schwab’s 2018 Modern Wealth Index, 31 percent of millennials have determined their financial goals and have a written plan. As a result, millennials are also more likely than older generations to have specific savings goals, work with an investment advisor and regularly re-balance their portfolio. Clearly attracting millennials makes sense, that is why they…
Recently, we had the pleasure of conducting a lunch and learn for about 20 investment advisors. The topic was How to Engage with Female Investors. Those in attendance came because they understood the undeniable truth that female investors are and will continue to be the key to their future success. Throughout the hour, they nodded…
There is a riddle that goes like this: A surgeon buys a brand new sports car. He wants to show it off to his son so they go for a drive. The pavement is wet, the road winding along a mountain side and they are going too fast. The car loses traction and they crash…
Since 65% of all healthcare workers are women, and women in general make 80% of the healthcare decisions on behalf of their families, wouldn’t it stand to reason that they should play a significant role in the healthcare profession? One would think, yet sadly, only 30% of the people in senior management positions in healthcare…
When my kids were young, their favorite book was “Princess Backwards.” It’s the story of a princess who lived in a land where everything was done backwards, while she walked and talked forward. However, since she was “different”, they called her Princess Backwards. Of course, in the end, she saved the kingdom and the moral…
While working with female clients sometimes feels like there is a minefield of potential missteps that any advisor should avoid, you should take heart. Women are not looking for perfection. They are looking for advisors who are sincere and authentic. Here are 4 important ways to succeed with female clients: Listen with heart Women want…
Full disclosure: I didn’t come up with the title, Why Men Quit and Women Don’t. It is the title of an article in The New York Times last month by Lindsay Crouse. Not surprisingly, I was drawn to the article because I am a runner. But never for a moment did I imagine that there…
Advisors we’ve talked to assign the following attributes to their ideal client: A person with substantial money to invest One willing to follow a long-term plan One loyal to them who even advocates on their behalf A person who doesn’t bail when the market falters One who understands and appreciates everything he does beyond getting…