Monthly Archives: October 2022

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Ep. #30: Asking for Referrals and Getting Referred Up With Maribeth Kuzmeski, PhD. (Part 2)

Education, Finance, Marketing, Speaking, Uncategorized, , , , , ,

In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D (RedZoneMarketing.com) about creating more unsolicited referrals. 

In Part 2, we flip the table!  Maribeth is interviewing Bill about asking for referrals and how to get referred up!

Maribeth Kuzmeski Gets Bill to Discuss: 

  • Why getting referrals without asking is incomplete. 
  • The difference between referrals and introductions. 
  • What advisors can do to get referred up.
  • The keys behind asking for referrals without sounding like “that cheesy referral guy.”
  • Bill’s popular V.I.P.S. Method.
  • Teaching your clients how to talk about you to others.
  • … and more!

Resources: 

Connect With Bill Cates:

Connect With Maribeth Kuzmeski:

About Our Guest: Dr. Maribeth Kuzmeski is the president of RedZone Marketing, an award-winning marketing consulting firm with clients throughout the financial services industry. RedZone Marketing’s primary focus is designing innovative marketing and business growth initiatives for financial service practices.

Maribeth has written nine books on marketing and is also a professor at Oklahoma State University teaching marketing, personal branding and name, image, and likeness for student athletes.

She has a bachelor’s degree from New House School of Public Communications, Syracuse University, an MBA from George Washington University. And a PhD in business administration from Oklahoma State University. 

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Ep. #29: The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth Kuzmeski, PhD.

Education, Finance, Marketing, Speaking, Uncategorized, , , , , ,

Every financial advisor wants referrals without asking – as long as those prospects are an ideal fit for their business. 

How do you get these qualified unsolicited referrals? And what’s the difference between pursuing unsolicited referrals and actually asking for referrals?

In Part 1 of this 2-part interview, Referral Coach Bill Cates CSP, CPAE, interviews Maribeth Kuzmeski, PhD., President of RedZone Marketing, author, and marketing professor at Oklahoma State University. Maribeth’s insights are grounded in her research of financial advisors across The United States.

Find out what mistake’s advisors are making and why unsolicited referrals are the best way to get new clients. 

Maribeth Kuzmeski and Bill Cates discuss: 

  • Why unsolicited referrals are the number one marketing strategy that brings in new clients for most advisors.
  • The growth-limiting mistakes that most advisors make with their marketing.
  • Which social media platforms are producing results for advisors.
  • One critical element you need to consider about your online presence.
  • ….And more!

Resources: 

Connect With Bill Cates:

Connect With Maribeth Kuzmeski:

About Our Guest: Dr. Maribeth Kuzmeski is the president of RedZone Marketing, an award-winning marketing consulting firm with clients throughout the financial services industry. RedZone Marketing’s primary focus is designing innovative marketing and business growth initiatives for financial service practices. Maribeth has written nine books on marketing and is also a professor at Oklahoma State University teaching marketing, personal branding and name, image, and likeness for student athletes.

She has a bachelor’s degree from New House School of Public Communications, Syracuse University, an MBA from George Washington University. And a PhD in business administration from Oklahoma State University. 

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