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.


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’,…

“The times they are a-changing” but are you?

By Paulette Filion and Judy Paradi | April 6, 2017 | Comments Off on “The times they are a-changing” but are you?

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…

80% of Women Leave their Financial Advisors when they lose their husband!Don’t let it happen to you.

By Paulette Filion and Judy Paradi | March 16, 2017 | Comments Off on 80% of Women Leave their Financial Advisors when they lose their husband!Don’t let it happen to you.

Because of longer life expectancies and advances in the workplace, women in North America are controlling an ever-growing share of wealth. In fact 90% of women will have to make financial decisions alone at some point in their lives because they outlive their spouse and inherit from their parents. But 80% of widows switch financial…

Prospect or Perish?

By Paulette Filion and Judy Paradi | March 7, 2017 | Comments Off on Prospect or Perish?

It may not be quite that dire but if you’re an advisor who can’t be bothered prospecting, who feels that you just don’t have the time, if you rely solely on referrals or word of mouth to get new clients – think again because it may not be long before your book and practice lose…

Learn 4 easy steps you can take to ensure your widowed clients don’t leave

By Paulette Filion and Judy Paradi | January 22, 2017 | Comments Off on Learn 4 easy steps you can take to ensure your widowed clients don’t leave

If you have couples clients who are boomers, that is 65 or older – there is a good chance that the husband will die first and the family assets will then be in the control of his wife. Before you think – “no problem, it’s my account anyway,” you should be aware that 8 out…

ADVISORS DELUSIONALwhen it comes to CRM2

By Paulette Filion and Judy Paradi | January 17, 2017 | Comments Off on ADVISORS DELUSIONALwhen it comes to CRM2

So you think you’ve got strong relationships with all you clients, including all your female clients. And you think that clients really understand the value of the advice you provide and are clear on how much they pay for this advice. Don’t be delusional! The vast majority of your clients don’t know how much they…

Could Sallie Krawcheck be Canadian?

By Paulette Filion and Judy Paradi | January 17, 2017 | Comments Off on Could Sallie Krawcheck be Canadian?

On Thursday I attended a Rotman School of Management event featuring Sallie Krawcheck of Ellevest-fame. She was launching her new book ‘Own It’ in Toronto, ahead of the New York launch – a win for Rotman and Toronto. Thanks to the ‘Institute for Gender & the Economy and the Initiative for Women in Business’ for…

Archives

Copyright © 2018 StrategyMarketing.ca. All Rights Reserved.