78 min listen
Ep 203: Adapting Financial Advisor Marketing To The Pandemic By Sticking With What (Virtually) Works with Maribeth Kuzmeski
Ep 203: Adapting Financial Advisor Marketing To The Pandemic By Sticking With What (Virtually) Works with Maribeth Kuzmeski
ratings:
Length:
108 minutes
Released:
Nov 17, 2020
Format:
Podcast episode
Description
Maribeth Kuzmeski is the founder of Red Zone Marketing, a marketing consulting firm that helps independent financial advisors implement actionable marketing strategies to grow their advisory. Maribeth believes that marketing success does not have to involve reinventing the wheel, and that looking at what is already working in the world of financial advisors and adapting it to your unique business can bring greater marketing success. Listen in as she shares how she successfully niched down to focus on marketing consultancy for financial advisors, as well as how her very first client grew his business from $10 million to $200 million in assets under management in just five years. You will learn why finding your niche doesn’t have to be intentional, how the pandemic has changed the way in which financial advisors are approaching client and prospect interactions, and why now is the time to embrace video calls if you’ve previously been on the fence. For show notes and more visit: https://www.kitces.com/203
Released:
Nov 17, 2020
Format:
Podcast episode
Titles in the series (100)
Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin: This week’s guest is Steve Lockshin, the founder of AdvicePeriod, known for its contemporary approach to financial planning and technology. by Financial Advisor Success