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.


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…

What NOT to say to women with wealth

By Paulette Filion and Judy Paradi | February 28, 2020 | Comments Off on What NOT to say to women with wealth

When thinking about high net worth women, “where do I find them?” is the question we are asked most often. Actually, it’s not that hard to find them – wealthy women are not nearly as elusive as you might think. But the “where to find” is just the beginning and the topic for another blog…

“Ignoring women comes at a big cost!”

By Paulette Filion and Judy Paradi | February 7, 2020 | Comments Off on “Ignoring women comes at a big cost!”

Full disclosure – I copied the entire headline from an article run in the business section of the Toronto Star on November 13, 2019 – Why? Because we couldn’t have said it better ourselves. In fact, it is exactly what we say to financial advisors and the financial community at large. The first paragraph of…

250 Years My A**!

By Paulette Filion and Judy Paradi | January 29, 2020 | Comments Off on 250 Years My A**!

It doesn’t have to take 250 years – we think that’s a cop out, an excuse for dragging our collective feet. Take Goldman Sachs’ bold example. David Solomon, Goldman Sachs CEO, recently announced at the World Economic Forum in Davos, Switzerland that it will no longer take public companies that don’t have at least one diverse…

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