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.
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…
Let’s face it – if you make your living as an Investment Advisor you probably aren’t going to all the trouble and expense of hosting investment seminars just for the love of it. You are doing it in the hopes of attracting the right people in order to impress them with your financial knowledge so…
One big mistake you must avoid! There seems to be a great deal of confusion surrounding the issue of women and financial confidence. Do women have confidence or do they lack confidence and what does it mean to you and the financial community at large? One article screams, “Women, Money and Their Alarming Lack of…
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…
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…
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…
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’,…
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.
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…
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…