Dr. Maribeth Kuzmeski is the President of Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. In this episode, Maribeth shares some strategies financial advisors can use to justify their fees to clients. She also shares the results of marketing surveys conducted by her firm, which include insights on what marketing strategies advisors are using during the pandemic and which ones are generating new clients. Those insights are made available in a free download available on her website, which is included in the links below.
Download the Advisor Marketing Playbook: http://www.redzonemarketing.com
Email red Zone Marketing to request the playbook at firstname.lastname@example.org
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/
Connect with Shennandoah Connor on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.