• Episode 16: Elevating Financial Advisory: Strategic Seminars and Marketing Insights

  • Mar 12 2025
  • Duración: 34 m
  • Podcast

Episode 16: Elevating Financial Advisory: Strategic Seminars and Marketing Insights

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  • Elevating Financial Advisory: Strategic Seminars and Marketing Insights Welcome to Episode 016 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Maribeth Kuzmeski and discusses strategic planning and tailored strategies for financial advisors. Dr. Maribeth Kuzmeski is the President of Red Zone Marketing, a business growth consulting firm focused solely on the financial services industry. Maribeth has written 9 books on marketing and also is an Associate Professor of Marketing at Oklahoma State University and serves on the NIL committee with OSU Athletics. She has a bachelor’s degree from Syracuse University, an MBA from The George Washington University, and a PhD in Business Administration from Oklahoma State University. Here are some highlights from the episode: · Maribeth highlights the power of authentic, unique messaging by showcasing a financial advisory team’s blue-collar values to stand out in a crowded market. · Maribeth's success with retirement seminars didn’t happen overnight but was the result of persistence and dedication. Her experience highlights the importance of staying committed to marketing efforts, even when initial attempts don’t yield immediate results. · Maribeth emphasizes the importance of tracking and analyzing marketing efforts to gauge their effectiveness. By focusing on measurable strategies, such as social media engagement and click-through rates, businesses can make data-driven decisions, refine their approaches, and allocate resources more efficiently to achieve better results. Connect with Maribeth: Website: https://www.redzonemarketing.com 20 for 20 Videos: https://www.youtube.com/playlist?list=PL-amRF_Znq10EjwZzvz_ZfVFNUcSmNseG Connect with Roger: Website: https://www.sterlingfoundations.com Facebook: https://www.facebook.com/sterlingfoundations/ Twitter: https://x.com/SterlingFndMgt?mx=2 LinkedIn: https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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