Ep 203: Adapting Financial Advisor Marketing To The Pandemic By Sticking With What (Virtually) Works with Maribeth Kuzmeski

Financial Advisor Success

Michael Kitces

News, Business, Entrepreneurship, Business News

4.8 • 696 Ratings

🗓️ 17 November 2020

⏱️ 107 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with
0:07.1	financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading
0:12.5	financial advisors navigated the inevitable challenges that arise on the path to success
0:17.5	and get insight from leading industry consultants about how to break through to the
0:22.0	next level in your advisory business. And now here's your host, Michael Kitsas. Welcome, everyone.
0:28.5	Welcome to the 203rd episode of the Financial Advisor's Success Podcast. My guest on today's podcast is
0:34.7	Mary Beth Kuzmeseki. Marybeth is the founder of Red Zone Marketing, a marketing consulting firm with a focus on
0:40.5	independent financial advisors that are looking to implement actionable marketing strategies.
0:45.5	What's unique about Mary Beth, though, is the particular research-based, evidence-based
0:50.0	focus she takes to financial advisor marketing.
0:52.5	And the principle, the marketing success doesn't have to be
0:54.9	about doing something completely innovative and new and never seen before, but simply looking at
0:59.5	what already works in the world of financial advisors and just adapting it as necessary to the
1:04.0	specifics of your own business. So you can get started and get to real marketing results more
1:08.8	quickly. In this episode, we talk in depth about Marybeth's research shows that financial advisors
1:15.8	are actually doing now in the midst of the ongoing pandemic environment to adapt their
1:20.1	marketing to a virtual and digital world, from conducting a hyper-targeted email marketing
1:25.2	campaigns using third-party email services and
1:28.0	suggest some of the providers that advisors are actually using to do it successfully,
1:32.5	to conducting virtual educational events with webinars and how to adapt your presentations
1:37.6	to get better marketing results when you're delivering in a virtual format, to the rise
1:41.9	of virtual client appreciation events that are less about conducting
	...

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