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INVEST(in)HER: The Smart Financial Advisor's Guide to Winning Female Clients in 6 Easy Steps Paperback – Illustrated, May 27 2019

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Paperback, Illustrated, May 27 2019
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Product details

  • Item Weight : 209 g
  • Paperback : 150 pages
  • ISBN-10 : 1999107101
  • ISBN-13 : 978-1999107109
  • Product Dimensions : 15.2 x 0.82 x 22.9 cm
  • Publisher : Paradi Marketing Inc. (May 27 2019)
  • Language: : English

Product description


Experts in marketing to women -- Paulette and Judy consistently lead advisors to success, this book is a must. Douglas Heikkinen, Founder


Many advisors who thought they knew how to relate to women regarding their wealth eventually admit that they knew a lot less than they thought. Don't be one of them - read this book it is indispensable for any advisor who really wants to connect with women. Kirk Lowe, Founder / Branding & Podcasting Expert at Top Advisor Marketing

About the Author

Judy Paradi, entrepreneur, marketer and frequent lecturer at the University of Toronto, is known for her unerring ability to understand the buyer's perspective. Whether to promote a product, a concept or a business for clients such as the Royal Bank, BMO, Scotiabank or Altamira Investments, Judy consistently helped them achieve success. In 2014, she wrote a white paper, What you don't know about marketing to women and why it could hurt you to raise awareness of the disconnect between women and those wishing to sell to them. Currently she keeps busy writing blogs and articles, creating course and speaking - all in an effort to help the financial community succeed by better understanding and connecting with women.

Paulette Filion spent decades working in the financial services industry, and possesses a deep understanding of the challenges facing the industry. Known for delivering solid research-based solutions, she has a reputation for being a leader who champions the role of financial advisors and gets results. Always ahead of her time, and recognizing the vast societal changes taking place, Paulette produced one of the most successful series of seminars for Merrill Lynch in the U.S. focusing exclusively on women. A prolific writer, in 2001, she co-authored Marketing Financial Planning to Women with Gail Vaz-Oxlade, and today continues to write blog posts, articles and workshop /course materials