Making your Practice Female Friendly
Before Bragging That You Treat Women the Same as Men, Consider This…
Are you Guilty of Bias? Read this before you answer We likely can all agree that it’s been an interesting six months since our lives were derailed by Covid-19. Besides everything else, all of us had to rethink how to do business in isolation and under social distancing rules. Nevertheless, it is safe to assume…
Read MoreIf Cold Calling Doesn’t Work With Women, What Does?
Are you still trying to build your practice by cold calling? Remember how it goes. Either you or an assistant pile through lists of phone numbers and start making calls that go something like, “Hi. My name is Steve M. and I’m with M & Associates Wealth Planning. We are looking to meet people who…
Read MoreWant to Achieve Greater Diversity? Start With Women
Conversations about diversity and inclusion are ubiquitous today and they touch every sector, at every level. There is no question minorities have faced huge struggles to survive and thrive in a world that has kept power out of their reach. They have suffered a level of persecution that is hard for many of us to…
Read MoreA Future Ready Advisor Is a Leader of Clients and Providers
Are you a lone wolf or collaborator? If you’ve been in the industry a long time, you are likely familiar with the “lone wolf” image of financial advisors and an environment where “eat what you kill” is the mantra of the day. To this day, many financial advisors see themselves as “sole proprietors” who build…
Read MoreSelling is Out, but Financial Advisors Should Be Marketing With Meaning
You’d have to be totally tone-deaf not to know that trying to “sell” yourself and your products in the midst of a global crisis is not only inappropriate but doomed to backfire. That being said, it’s the perfect time to market what you offer – the trick is knowing the difference between the two. “Selling”…
Read MoreWhy 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…
Read MoreIt’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…
Read MoreWhen 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…
Read MoreThe 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…
Read MoreThe 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…
Read More