The Archives

• 02.29.12
  Transform Stale Messaging with 5 Key Questions Branding, Business, Small Business | (0)

  Is your messaging bland and forgetful? Your messaging is a critical part of your brand. It is essential that you take the time truly define and message your benefits. When you create, define and refine the exact messaging for your firm, the first goal is to make it crystal clear what you do and the second is to peak the readers interest leaving them feeling that they might be making a mistake if they don’t at least find out more. Many businesses spend weeks and months focusing on precise messaging to get the benefit ...

  Tagged: advisory firm, Business, business messaging, copy writing for business, define brand, financial advisor, Maribeth Kuzmeski, messaging, prospect, Red Zone Marketing, Sales, website copy, website messaging
  
• 07.13.11
  Your Prospect is Not Paying Attention! Business, Networking, Relationships | (0)

  Whose attention span is longer – yours or the person you’re talking to? Well, if you’re talking to a prospect about business matters, your attention span is probably considerably longer. With the endless amount of distractions, getting someone’s attention today is difficult. The danger is that this attention issue may drastically harm our ability to attract a prospect and ultimately close a sale. Attention span is defined as the amount of time that a person can concentrate on a task without becoming distracted or bored. The attention span today is shorter than ever- some experts say it is 17 seconds. Let’s ...

  Tagged: advisory firm, attention span, conversation, financial advisory, Listen, listening, Maribeth Kuzmeski, Networking, prospect, prospecting, Red Zone Marketing
  
• 05.18.11
  The Service Dilemma for Small, Boutique Firms Customer Service, Relationships, Small Business | (0)

  When I call my favorite airlines, if I don’t get the answer I was hoping for or am having trouble getting the person to understand my request, I don’t continue trying with the same person. I politely end the call and redial to get someone else. More often than not I am able to get closer to what I am requesting by taking this action. It is a hidden benefit of working with a large firm. The problem with a small company is that there is no one else to call - except another company. And if you think people do ...

  Tagged: advisor, advisory firm, boutique firm, client loyalty, client relationships, customer loyalty, Customer Service, financial advisor, Maribeth Kuzmeski, Red Zone Marketing, Small Business
  
• 04.13.11
  5 Unique Ways to Engage Prospects with Video Business, Video, Web/Tech | (0)

  Are you using video to connect with prospects, clients, referrals, and potential alliances? Did you know that a website with a video is 53 times more likely to come up on the first page of results on Google than the exact same page without video? (Forrester Research) Here are 5 simple and effective ways to use video and show off your firm’s personality:   Do a quick video tour of your office. Let people who haven’t been to your office see it from the exterior to interior. In less than 2-3 minutes someone can see your office, ...

  Tagged: AdvisorTLC, advisory firm, Business, financial advisory, interview, LinkedIn Company Page, Maribeth Kuzmeski, office tour, Red Zone Marketing, using video, video, video on website, video tour
  
• 08.18.10
  Guest Blog: Retaining Your Assets Through the Generations Customer Service, Guest Blog, Relationships | (4)

  Guest Blog from Anne Loehr, Generational Author, Speaker & Consultant Is the average age of the clients in your book 65? Are you confident that all of your assets under management will remain in your hands when your older clients die? Are you willing to bet your business on it? Successful financial advisors (FAs) always look for net new assets. But what happens when high net worth clients pass their reins to a younger successor?  More often than not, the successor will find a new FA and the CSA has to do an ACAT out, reducing the FA’s assets under management. You don’t want ...

  Tagged: advisory firm, Anne Loehr, baby boomer, client relationships, financial advisor, generation x, generation y, multii-generational, Red Zone Marketing, succession planning
  
• 05.19.10
  3 Reasons Some Financial Advisory Firms Have NOT Recovered Business, referrals, Sales | (0)

  Blog from Maribeth Kuzmeski of Red Zone Marketing I know a few financial advisors who, just 3 years ago, were extremely successful. People were lining up to work with them. Today, they are just shells of their former selves. Why haven’t they recovered like many of the other advisory firms that survived after the market downturn? Why isn’t 2010 turning into a great and profitable year for them? Why are they having trouble acquiring new clients? Why isn’t their marketing working? If you find yourself in this boat don’t give up hope yet.  A ...

  Tagged: advisory firm, Business, financial advisor, Maribeth Kuzmeski, market downturn, recession, recovery, Red Zone Marketing, Sales
  

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