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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.


5 habits of advisors that ladies love.

By Paulette Filion and Judy Paradi | January 9, 2018 | Comments Off on 5 habits of advisors that ladies love.

With research piling up, there is no doubt that very few financial companies do a great job on behalf of their female clients. But there are individual advisors, who do – and their female clients love them. Of all the female investors we’ve interviewed who like their advisor, there are recurring themes. And of all…

Advisors will be extinct in 5 years unless…

By Paulette Filion and Judy Paradi | December 12, 2017 | Comments Off on Advisors will be extinct in 5 years unless…

I’ve had financial advisors for more than 40 years. Not once in those years have I called my advisor to find out what stock/funds I should buy or sell. But I have called to find out where I should get my first mortgage, when to sell my house, or how much income I could get…

Are you worth what you charge?

By Paulette Filion and Judy Paradi | December 7, 2017 | Comments Off on Are you worth what you charge?

The key to winning with clients is understanding that what they appreciate and are willing to pay for, is not you talking about the value you can deliver but showing it. In a hugely competitive industry there are many out there jockeying to get in front of potential clients, or even your clients, with their…

How to Be Your Clients “Forever” Advisor

By Paulette Filion and Judy Paradi | December 5, 2017 | Comments Off on How to Be Your Clients “Forever” Advisor

I have cataracts – so what’s that got to do with financial advice you might ask. A lot but I’ll let you be the judge. Because I’ve worn contacts forever I see an optometrist every few years. After my optometrist retired, he referred me to a new guy, who I didn’t like or dislike since…

4 questions to assess your practice’s female friendliness

By Paulette Filion and Judy Paradi | November 28, 2017 | Comments Off on 4 questions to assess your practice’s female friendliness

Women often mention that their financial advisor knows little or nothing about them as a person. “He thinks of me as an investment account and the money in it,” they say. Women look for more than just your technical abilities. In fact, women assume that most advisors can invest. It is their inter-personal skills that…

Financial advisors: Are you being left behind?

By Paulette Filion and Judy Paradi | November 21, 2017 | Comments Off on Financial advisors: Are you being left behind?

Advisors are increasingly learning that it is more important than ever to provide value from the client’s perspective. Value for them is something that they experience when you do your job in a way that resonates with them. We spoke with a woman who runs her own successful business focused on Millennials and helping organizations…

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…

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