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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.


“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…

Are you a great advisor? Take the test.

By Paulette Filion and Judy Paradi | January 17, 2017 | Comments Off on Are you a great advisor? Take the test.

Being a great advisor today is not just about getting higher rates of return.If you can’t answer yes to at least 4 of the statements below – then you have work to do. Are you helpful to your clients in other aspects of their lives, not just investing? Are a Center of Influence for more…

5 Ways Sending a Holiday Card can Backfire

By Paulette Filion and Judy Paradi | December 7, 2016 | Comments Off on 5 Ways Sending a Holiday Card can Backfire

If you have female clients and want to keep them, you should be aware that women notice little things. Everything that you do (or don’t do for that matter) says a lot about you and how much you care about them.ay Holiday season is a particularly good opportunity to cement your relationship by showing your…

6 things NEVER to say to female investors

By Paulette Filion and Judy Paradi | December 5, 2016 | Comments Off on 6 things NEVER to say to female investors

“I have a system that helps my clients maximize gains and minimize losses …Let me tell you how I do things.” The fastest way to turn a potential female investor off is by telling her how great you are or your system is. Women look for advisors who they can connect with, someone who shows…

Your book is at risk – and it’s not why you think!

By Paulette Filion and Judy Paradi | November 11, 2016 | Comments Off on Your book is at risk – and it’s not why you think!

If you think your book is at risk because of robo advisors or millennials – think again. The greatest risk to your practice comes from losing the widows and divorcees of your existing couples clients. The facts are unavoidable – male boomers are starting to die and their widows will outlive their spouses by an…

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