Consulting

Whether you are part of a large financial institution or a smaller group wishing to better understand how to capture the lucrative female market, or you simply need to “tweak” your existing program, Judy and Paulette have the unique ability to tailor a program to fit your needs. 


Consulting services include working with clients to create new programs, as support with existing initiatives, which may include content and materials about marketing to women.

  • Branding the organization and its advisors as female friendly (without turning off male clients).
  • Developing thought leadership pieces about issues important to women and using them to build a corporate profile through public media: broadcast, print, and social (earned / push media).
  • Creative development of ad campaign that speaks to issues important to men and women and using this form of communication to build a corporate profile in various media (paid media).
  • Developing content that speaks to client concerns and supported by the financial company’s areas of strength.

"We turned to Paulette and Judy at Strategy Marketing to provide the insight to develop our Woman’s strategy at NBF Wealth Management.

Their research is supported by online courses developed for the modern learner.

Knowledgeable and accessible – truly a pleasure to work with."

Angela D’Angelo, Vice President, Training & Client Experience, National Bank Financial

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