PParadigmDirect
Case study · Personal finance → Investing

Suze Orman × Paradigm Direct

Help Suze's audience take the next step: investing with confidence.

Suze Orman's fans already save, pay off debt and plan for retirement. Paradigm Direct helps them take the next step — calm, safe, long-term investment education in Suze's straight-talk style, especially for women and new investors.

Audience: Women and families 35–70, new and cautious investors planning for retirement

Portrait of Suze Orman
Photo: David Shankbone / Wikimedia Commons, CC BY-SA

+1.1M

New investor e-letter subscribers / yr

110K

Paid investing members

$13M

Year-1 revenue share

Projected

4 opportunities we can deliver for Suze Orman

01

Direct Response

“Ready to Invest?” score

A friendly quiz that checks if someone's ready to invest, then starts a step-by-step email course.

02

Subscriptions

Suze's Investing Club

Paid membership with simple model portfolios, Roth IRA guides and monthly workshops.

03

AI Personalization

AI retirement plan

Personal plan by age, savings and goals — how much to invest and where.

04

Commerce

Women & Wealth summit

Yearly virtual event that grows the list and sells the premium income service.

See it working

Click through each demo — built for Suze Orman's audience.

Direct response

Get Suze's free Investing 101 course

Seven short lessons on investing safely, sent to your inbox.

Lead quiz

Are you ready to invest?

Question 1 of 4

Do you have an emergency fund?

AI personalization

AI retirement investing plan

Hi! I'm Retirement Plan (Suze's style). Ask me anything.

Subscriptions

Plans & checkout

Commerce

Partner offers

Event

Women & Wealth summit

Free virtual summit with Suze and Paradigm analysts.

Earns $55 avg. revenue / attendee

Front-end

Investing Club

$99/yr entry membership.

Earns 50% revenue share

Back-end

Retirement Income service

Dividend-focused premium research.

Earns $499+ per sale

Live AI agent

Talk to the Suze Orman investing agent

A real AI agent, tuned for Suze Orman's audience. Ask it anything.

MC

Money Coach

Calm, long-term investing for new investors

Live AI
MC

Money Coach

I help you get ready to invest — safely, simply and for the long term.

Education only, not financial advice.

Questions Suze Orman may ask

Launch a 90-day pilot with Suze Orman

Weeks 1–6: build funnels and offers. Weeks 7–12: test, scale and report results.

Book the pilot call