Tag Archives: Marketing

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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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Ep. #27: Triple Threat: The Exponential Power of an Effective Financial Advisor Website, Podcast, and Target Market with Jeremy Keil, CFP®, CFA, CIMA®

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

Is your marketing strategy a Triple Threat?

There are three important marketing strategies that every top advisor should consider using in their effort to attract more Right-Fit Clients:

  1. A well-defined, profitable target market.
  2. A financial advisor website focused on client acquisition (not just a “digital brochure.”)
  3. A podcast that creates credibility in your target market.

In this episode, Referral Coach Bill Cates sits down with Jeremy Keil, founder of Keil Financial Partners, to discuss how Jeremy employs the above 3 strategies, and how they work together to create an impact greater than the sum of its parts.

Jeremy and Bill discuss: 

  • How focusing solely on the category of retirement planning has made a big difference for his clients and the growth of his business. 
  • How Jeremy built and utilizes his financial advisor website to turn visitors into clients.
  • How working with his target market (clients employed by publicly traded companies like Harley Davidson and We Energies) translates into his unique value proposition.
  • Why he started his podcast Retirement Revealed and the impact it has made on his business.
  • How by applying this triple threat marketing strategy, his referrals have significantly increased.
  • … And so much more!

Connect With Bill Cates:

Connect With Jeremy Keil:

About Our Guest:

Jeremy Keil is the founder and financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast. He works to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions.

Jeremy loves helping people learn more about and feeling more confident about their money.

After graduating from college, Jeremy started out by selling suits at Jos A. Bank and working on different political campaigns.

While serving as an adjunct professor at Concordia University Wisconsin (Cedarburg), and Wisconsin Lutheran College (Milwaukee), Jeremy learned how to take complex financial topics and explain them in a way that anyone could understand.

If he could keep college seniors awake during 8 a.m. Friday classes about corporate finance, you can be sure that while working with Jeremy you’ll know more about, feel better about, and make better decisions about your money.

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The Truth about Social Media for Financial Advisors with Kristen Walker (Ep. 15)

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

What is your relationship with social media? 

Social media for financial advisors means different things.

Some advisors have embraced social media as a concept, posting content and occasionally engaging with others, but wonder why they bother because they haven’t seen any noticeable results. 

Other advisors have embraced social media as a way of strengthening their client relationships AND can see a straight line from their activity to acquiring new, in-segment clients. 

In this episode, Bill Cates invites Kristen Walker, vice president of marketing at Michigan Financial Companies to discuss several marketing ideas, including how advisors can implement social media and target marketing into their marketing plan to increase client engagement and attract new clients.

Bill and Kristen discuss: 

  • How much time and energy should advisors dedicate to social media—and where they should be focusing their attention
  • The importance of targeting your in-segment clients
  • What virtual and in-person events are producing results these days
  • Other best practices you can employ in terms of social media for financial advisors 
  • The creative methods her 90 advisors are using to engage with clients

Resources: 

Connect With Kristen Walker:

Connect With Bill Cates:

About Our Guest:

Kristen Walker is the VP of marketing at Michigan Financial companies. 

Her purpose is to help advisors become successful business owners by providing the sales and marketing support, materials, training and expertise to generate new, and retain existing business. She works closely with the marketing department to ensure each of their representatives have their own unique marketing plans that are customized to their specific goals and objectives. As the VP of Marketing, she also oversees the brand image for our firm to increase awareness of Michigan Financial Companies and its affiliates. She places a special focus on the growth and development of their marketing initiatives to help the firm stay ahead of the curve throughout the financial services industry.

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