Paulette Filion
Partner, StrategyMarketing.ca
Paulette creates a better understanding, acceptance and consideration of financial industry clients based on their behaviours rather than demographics. She reflects the voice of consumers (often women) motivated by natural tendencies and emotional instincts rather than by product features.
Media
Women and Finance - Debunking the Myths
Interview with AssetTV of New York at a recent conference on ETFs.
Women and Financial Planners
Advisers and Women: Is anyone listening?
Marketing Financial Planning to Women
by Gail Vaz Oxlade and Paulette M. Filion
CCH Canadian Limited
1-55141-303-5
Marketing Financial Planning to Women is a comprehensive guide designed to help financial advisors develop successful long-term strategies to growth their business.
Why Women Leave their Financial Advisors
by Judy Paradi and Paulette Filion
Published by StrategyMarketing.ca
According to a recent study by The Boston Consulting Group (BCG): 73% of women report being “unhappy” with the service levels they were receiving from the financial services industry. On the same subject, Investment News reports that 70% of women switch financial advisors within a year of their husband’s death (in Canada it’s 80%)
URL: https://www.academia.edu/12142219/Why_Women_Leave_Their_Financial_Advisors
Financial Advisors are Failing Women: What female clients really want and how to change the dialogue
by Judy Paradi and Paulette Filion
Published by StrategyMarketing.ca
Despite all the efforts to attract and retain women as clients, financial advisors are failing miserably. The numbers are hard to ignore – 73% of women report being unhappy with the financial services industry, 80% of widows leave their financial advisor upon the death of their husbands and 87% of women looking for a financial advisor say they can’t find one they can connect with.
Biography
Paulette Filion has 40+ years in financial services; a corporate marketing executive within financial services in Canada and the U.S for more than 25 years. She started a consultancy in 1996, working with financial companies on marketing, sales development, product. Specialty is an understanding of financial advisors.
Filion partnered with Judy Paradi in 2014 to launch StrategyMarketing.ca. Savvy financial organizations understand that they can no longer pander to women by simply advertising that their organization is “female friendly” without ensuring that it is. Their focus is on helping all financial organizations, big and small, deliver on that promise without overreaching their budget.