Tag Archives: Financial Advisors

Ep. #31: The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP®

November 9, 2022Education, Finance, Marketing, Speaking, UncategorizedAdvisors, Business Marketing, Financial Advisors, Financial Growth, Financial Marketing, Marketing, Podcast, The Advisor Authority, Top Advisortopadvisorpodcast

How would you like to turn high net worth prospects into clients in the very first meeting, instead of chasing them or wondering if they are going to come back for a second appointment?

I think it’s safe to say that your answer to the above question is “yes” – as long as that prospect is a good match for your business.

First, they have to feel they can trust you. (You’re probably pretty good at doing this already).

Second, if there is no triggering event going on in their life, you’ll need to create one. You want to uncover at least one critical issue that will compel them to take action to find resolution.

In this episode, Referral Coach Bill Cates sits down with Erin Botsford, CFP, Founder & CEO of The Advisor Authority, and author of Seven Figure Firm.

In this lively interview between Bill and Erin, you will discover:

Erin’s “disturbing track” strategy to win a new client on the first appointment.
How Erin started her financial advisory firm without knowing anyone in the industry
The “out to lunch bunch” strategy and how it can help you get introduced to high net worth prospects.
How and why using stories is more important than presenting information.
How you can get a complimentary copy of Erin’s book, Seven Figure Firm.
And more!

Resources:

Erin Botsford – Website

Connect With Bill Cates:

Connect With Erin Botsford:

About Our Guest:

Erin Botsford started in the financial industry in 1989 at a time when there were practically no mentors. But after spending over 30 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories – Independent, Advisor, and Women Advisor), Erin sold her business in 2017 in a successful exit, to found The Advisor Authority to help financial advisors as a way to give back to the industry that allowed her to grow.

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

October 26, 2022Education, Finance, Marketing, Speaking, UncategorizedAdvisors, Business Marketing, Financial Advisors, Financial Growth, Financial Marketing, Marketing, RedZone Marketingtopadvisorpodcast

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:

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.

October 12, 2022Education, Finance, Marketing, Speaking, UncategorizedAdvisors, Business Marketing, Financial Advisors, Financial Growth, Financial Marketing, Marketing, RedZone Marketingtopadvisorpodcast

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.

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