StrategyMarketing.ca
Paulette Filion and Judy Paradi are partners at StrategyMarketing.ca and have run their own businesses for more than 20 years. Paulette is an expert in financial services and Judy a marketing expert. The partnership was formed in response to the gap between what the financial industry offers and the expectations of women they seek to attract and retain. Our focus is helping the financial community understand the perspective of the female client and engage women on their terms. We achieve our goal through speaking engagements, workshops/training, marketing programs and as consultants. Learn more here .
Articles by StrategyMarketing.ca
- Opinion
Good Advice Isn’t Enough Anymore: Why Advisors Must Learn To Sell—Especially to Women
Recognized early on that as women become more financially empowered and as male boomers begin to die and the family wealth is transferred to their wives
- Opinion
Want To Win Female Clients? Stop Leading With Your Credentials
While recommendations like these are well intentioned and have some validity, the reality is, this is simply not the way women choose financial advisors.
- Practice Growth
Why 80% of Women Leave Their Advisors When They Lose Their Husband
- Practice Growth
Women – Can't Live With Them, Can't Live Without Them. What's an Advisor to Do?