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!
- Maribeth’s website: www.redzonemarketing.com
- Episode 17- Personal Facebook Page Financial Advisor Marketing
- Ep. #2- The Benefits of Narrow Target Markets for Financial Advisors
Connect With Bill Cates:
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
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.