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.


Heads up Financial Advisors: 3 reasons why Women Make Great Clients

By Paulette Filion and Judy Paradi | May 27, 2015 | Comments Off on Heads up Financial Advisors: 3 reasons why Women Make Great Clients

They are loyal If they are happy with your service they will stay with you longer –and they outlive men by 5 – 7 years average. JoAnne Sommers, Investment Executive (online), How to Attract Women Clients, July 7, 2014 They seek advice more often than men 46% women seek advice compared to 34% of men…

Are you losing clients before you sign them up?

By Paulette Filion and Judy Paradi | May 20, 2015 | Comments Off on Are you losing clients before you sign them up?

It was the 80’s and I was in my early thirties, married with two young kids. My husband was gainfully employed and on an upward trajectory. I had worked for a few years and just started my own business, which was looking very promising. Apart from a mortgage (which now seems laughably small), we had…

Are you risking frying your client relationships?

By Paulette Filion and Judy Paradi | May 14, 2015 | Comments Off on Are you risking frying your client relationships?

Heads up financial advisors! Literally, because burying your head in the sand isn’t going to cut it when it comes to discussing fees with your clients. CRM2 is not going away and unless you can afford to lose a lot of clients, you’d better start preparing them. Rob Carrick of The Globe and Mail puts…

Winner’s Circle: Why Financial Advisors who focus on women will be winners

By Paulette Filion and Judy Paradi | May 12, 2015 | Comments Off on Winner’s Circle: Why Financial Advisors who focus on women will be winners

Women are Looking for Financial Advice According to one independent study, women claim: – they don’t know a good advisor who they can trust – they don’t think they have enough money for a financial professional to be interested in working with them Selling Financial Services to Women — Hatchet Publishing 2012 There is a…

4 things Financial Advisors can do to Keep and Attract Female Clients

By Paulette Filion and Judy Paradi | May 4, 2015 | Comments Off on 4 things Financial Advisors can do to Keep and Attract Female Clients

1. Listen with Heart Women look for advisors who are sincere and authentic. Take the time to build a genuine honest relationship with her. Really listen to her and the issues that matter to her, even if it has nothing to do with finances. 2. Speak her Language Avoid jargon or a singular focus on…

3 Reasons financial advisors need to pay attention to women

By Paulette Filion and Judy Paradi | May 2, 2015 | Comments Off on 3 Reasons financial advisors need to pay attention to women

80% of women in Canada switch financial advisors within a year of their husband’s death 73% of women report being “unhappy” with the service levels they were receiving from the financial services industry. Women are gaining wealth and power faster than ever before. Women are not simply a “niche demographic,” they are likely the biggest…

Why do we choose to scare rather than cheer on?

By Paulette Filion and Judy Paradi | February 27, 2015 | Comments Off on Why do we choose to scare rather than cheer on?

I’ve been watching the financial services industry and it’s strategies in attracting investors for more than 40 years. Here’s what I’ve observed: When the industry talks to men, they speak of out performance and doing better. They talk more, opportunity and winners. They even talk low volatility these days. But when they think they are…

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