Ep. 46 Mike Philbrick and Rodrigo Gordillo, Resolve AM

Our conversation with Resolve Asset Management’s Mike Philbrick and Rodrigo Gordillo. We discuss how in little more than 10 weeks we have gone from “What’s going on with the market? The world is ending.” to “What’s going on with the market? Why isn’t the world ending?”

Investors have a second chance now in the midst of the COVID-19 shutdown shock, the biggest single economic event of our lifetimes, to revisit their portfolio construction, and to reconstruct their portfolios so as to capture the highest realized risk adjusted returns, and all but eliminate their exposure to 4-standard deviation, black swan type market events.

Paulette Filion and Judy Paradi: Financial Advisors’ Future Success Depends on Women

Our conversation with Judy Paradi and Paulette Filion, partners at StrategyMarketing.ca, experts to marketing and co-authors of a terrific new book, “Invest in HER, The Smart Financial Advisor’s Guide to Winning Female Clients.”

In their new book, “Invest (in) HER, The Smart Financial Advisor’s Guide to Winning Female Clients”, they say advisors are missing the obvious – they have failed to see that their future success depends on women – of every age and background.

Ep. 43 Paulette Filion and Judy Paradi: Advisors' Future Success Depends on Keeping Women Engaged

Our conversation with Judy Paradi and Paulette Filion, partners at StrategyMarketing.ca, and co-authors of the terrific new book, “Invest in HER, The Smart Financial Advisor’s Guide to Winning Female Clients.”

According to numerous studies, women are on course to control about half of all accumulated wealth in Canada within the next decade. The financial industry, though, which remains dominated by males, has been slow to evolve in light of this extraordinary socio-economic trend. This isn’t the 60’s anymore.

Women are getting elected to government, they are gaining an influential foothold on Boards of Directors. They start businesses, they are terrific consumers. Women are expected to live longer than men.

– Today women account for 62% of University graduates – Women represent almost half of all practicing lawyers and accountants, more than 60% of all new physicians, and are the main breadwinners in 40% of all households.

In their new book, Invest (in) HER, The Smart Financial Advisor’s Guide to Winning Female Clients, they say advisors are missing the obvious – they have failed to see that their future success depends on women – of every age and background.