FREE Red Zone Newsletter

Maribeth Kuzmeski
at MDRT 2006
Audio Now Available!


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Red Zone Marketing Products & Services

Need more Referrals?

More Sales?

A Higher Bottom Line?

The strategies & systems are here.

Red Zone Marketing books, systems, and CD's are fast becoming the leading industry resources.  And for one simple reason: the strategies and systems found within work - they are simple, inexpensive marketing strategies that result in more production and higher bottom line profits.

Get the proven strategies for

more success today!

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Feature Resource

Systematize Your Practice   (160pp Book & Data CD)

Maybe you haven’t been able to find the time to establish new systems for your business.  Or, perhaps you’d like templates for the internal systems working for other successful advisors.

STOP wasting time using inefficient procedures and start making more sales!  Dedicate more of your time focusing on sales and growing your business with a more systematized financial service practice.

The program, “Systematize Your Practice!” is a collection of easy to implement operational methods, checklists, forms, reports, systems, and client communication techniques used by and from million dollar producers – it’s guaranteed to improve your business operations and sales.  It’s the complete ‘How To’ on systematizing your financial services practice for conducting business efficiently and effectively.

Sample Chapters:

  • CHECKLISTS ... Discovery, New Business, Money Tracker ...
  • THE CLIENT DELIGHT SYSTEM ... The Keeping In Touch Program, Client Marketing Sequence Letters ...
  • MONTHLY REPORTS ... Sales Reports, Money Under Management ...
  • EMPLOYEE HANDBOOK ... Office Procedures, Continuing Education ...

FREE Gift - This Week
Place your order by Friday, 5-9-08, and receive a FREE gift – Maribeth Kuzmeski’s audio CD, ‘The Client Experience’.

 

$299.99Add to Cart

Website Tips, Tools & Tactics: Driving Your Business Online

   

Website Tips, Tools & Tactics: Driving Your Business Online

The #1 source for information for the general public is the internet. Your prospects and those that have been referred to you are searching for you online and making judgments about your firm before they ever meet you. Are you leveraging the power of the internet to help drive business? Many advisors are not taking advantage of the vast opportunities for increasing sales, branding and prospecting that are available online. Are you?

Now you can get the best website practices that mega producers are using to stay ahead of the competition. Learn strategies for generating more leads from your website without spending hours of time on research, or hundreds and thousands of dollars on consultants.

“Website Tips, Tools & Tactics: Driving Business Online” uncovers and consolidates the online marketing necessities you need to:

  • Develop and control a strong first impression for your prospects and referrals
  • Generate more leads
  • Increase the visibility of your website
  • Boost your page ranking on search engines

Also included:

  • Website Checklist for key features and techniques
  • List of important Website Resources

Get the e-book that shows you step by step how to leverage the power of the internet to help drive sales and grow your business.

$39.95Add to Cart

For Wholesalers

   

 

Excellence In Wholesaling: Wholesalers Toolkit

 

$49.95Add to Cart

For Presentation Attendees!

   
Action Matrix

 

Action Plan Template & Client Communication Matrix

Take Action! Turn your Marketing Ideas into Action! To help make your implementation easy, organized and systematized, use Maribeth's Action Plan and Client Communication Matrix. These easy and ready-to-use tools are critical for implementation. When your marketing efforts are automated, you are much more likely to see the results that you want.

Action Plan: Organizes your marketing strategies, step by step, including the details of the project, when the project should be started, when completion is due, and who's responsible for what tasks.

Client Communication Matrix: Organizes and tracks your monthly communication with your top clients. Provides suggested communication strategies (as discussed in Maribeth Kuzmeski's presentations) and can easily be customized to fit your own needs.

*Both files will be sent to your provided email address within 24hours (weekends & holidays excluded).

$12.00 Add to Cart

Sales & Marketing - Level I

Click here for informational video
See Package Discount Below!

Redzone Marketing Book Cover

Red Zone Marketing: A Playbook for Winning All The Business You Want (Book)

Is Your Company Competing In - And Scoring From - The Red Zone? This Extraordinary Book Tells You How! To find and keep new business just ask Maribeth Kuzmeski, inspired marketer and lifelong sports fan. In this idea-filled book, she explains how to move your sales and marketing team into the Red Zone- the final 20 yards before the goal line, or in your case, the unmarked territory where you either win or lose a client- and how to SCORE once you get there.

$17.95 Add to Cart

 

Audio Version (3-CD Set)
Now you can get the benefit of listening on the go and learning inexpensive and implementable marketing and sales strategies as if you were reading the book yourself. Listen to the successful strategies used by some of the nations most profitable businesses - while driving in your car, on an airplane, or while exercising.

$29.95 Add to Cart

 
Red Zone Marketing Workbook

Marketing Planning Guide (Workbook)

Take a time-out and plan your marketing today! The Marketing Planning Guide is a marketing plan template that will give you valuable direction and guidance for your marketing plan. When your strategy, calendar, time line of activities and tools are clearly defined, that will inevitably lead to more success. This workbook will become your custom Marketing Plan for Client Delight and Success that you can implement immediately for results in your business! Take a Time-Out today and use this guide to plan your marketing!

PLAN for Success!

$39.95 Add to Cart

 
Redzone Marketing DVD
Redzone Marketing DVD disc

Marketing Strategies for Extraordinary Sales (DVD)

Is Your Company Competing In - and Scoring from - the Red Zone? This Extraordinary DVD Tells You How!

To find and keep new business, it pays to follow the principles of football. Just ask Maribeth Kuzmeski, inspired marketer and lifelong sports fan. In this extraordinary digital version of her book, she explains how to move your sales and marketing team into the Red Zone - the final 20 yards before the goal line, or in your case, the unmarked territory where you either win or lose a client - and how to SCORE once you get there.

Red Zone Marketing is exciting, straightforward and packed with innovative and proven ideas.

$69.95 Add to Cart

 
Tip Book Cover

85 Million Dollar Tips For Financial Advisors (Book)

This practical, down to earth book is packed with proven, time-tested marketing ideas that will help financial advisors reel in new clients and solidify relationships with current ones. 85 Million Dollar Tips for Financial Advisors shows advisors how to:

  • Attract 15-30 client referrals into their business each month
  • Write fantastic press releases that will bring lots of media coverage
  • Host events that attract qualified attendees
  • Form strategic alliances for a stream of qualified referrals
  • Build a brand and memorable image
  • Design an overall business experience that will attract prospects and delight clients
  • Create a Client Delight™ system for communicating on a regular basis with clients

$12.95 Add to Cart

 

 

Audio Version (2-CD Set)

No time to sit down and read? To meet the needs of today's busy Financial Advisor, 85 Million Dollar Tips for Financial Advisors is now available in audio format. Listen in on 85 of the most effective and easy-to-implement marketing strategies some of the country's top financial advisors are already using.

$24.95 Add to Cart

 
Sales and Marketing Package 1

Sales & Marketing - Level I
Entire Package

Receive 15% Discount

  • Red Zone Marketing (book + audio CDs)
  • Marketing Planning Guide
  • Marketing Strategies for Extraordinary Sales
  • 85 Million Dollar Tips for Financial Advisors (book + audio CDs)

$166.00 Add to Cart

Sales & Marketing - Level II

Click here for informational video
See Package Discount Below!

The Client Delight System

The Client Delight System (Workbook, Audio CD & Data CD)

Delight clients, win more business, retain business and generate a stream of qualified referrals. Referrals, retention and additional business come from "delighted" clients. Gain strategies to communicate, follow up, mail, and meet with clients in order to achieve Client Delight.

This system includes an instructional booklet packed with the how to's of client delight, client letters, forms, postcards, a client survey and new client calls and letters. All of the tools and templates are ready to use and easily accessible on a data CD. All conveniently stored and organized in a boxed system, including The Client Experience, audio CD (see description below).

$199.99 Add to Cart

 
A Financial Planners Guide to Successful Client Appreciation Events

A Financial Planners Guide to Successful Client Appreciation Events (Workbook, PowerPoint Presentation, & Scripts)

Strengthen the bond with your current client base and generate a significant number of referrals – the strongest lead there is! Learn the key strategies in getting your clients and their friends, colleagues and other referrals in attendance.

We all socialize with people in the same socio-economic circles. If one of your clients came to you with nearly a million dollars in investable assets, he or she is more likely to bring a friend with similar assets. These attendees are pure gold. Can there be a stronger validation of your skills and profession than a room full of your clients?

This package will provide you with everything you need, step-by-step, to conduct a very successful client appreciation event.

The combination of the Workbook, PowerPoint Presentation, Scripts, Event Implementation Plan, Sample Agenda, Referral Strategies, Event Tips and Marketing Ideas will give you all the tools to experience the benefits of adding client appreciation events to your annual marketing plan! (All materials delivered electronically)

$19.95Add to Cart

 
The Client Experience Audio CD

The Client Experience (Audio CD)

Are you creating extraordinary client experiences?

In today's hyper-competitive market, you'd better be able to answer with a resounding "yes"! Marketing expert Maribeth Kuzmeski tells you how to positively delight your clients.  Call them before they call you ... hold seminars and events focused on their needs. Stage a rich, compelling and unexpected experience for your clients and not only will they come back for more, they'll bring their friends!

Before you know it, you'll be scoring from the red zone - again and again!

Delivered in an audio CD-ROM format.

$34.95 Add to Cart

 
Sales and Marketing Level 2, Entire Package

Sales & Marketing - Level II
Entire Package

Receive 15% Discount

  • The Client Delight System
  • A Financial Planners Guide to Successful Client Appreciation Events
  • The Client Experience

$216.00 Add to Cart

Referral Generation

See Package Discount Below!

 

Referral Book System

Referral Systems & Tools for Financial Advisors (Workbook & Data CD)

Referrals from clients and even prospects are the best leads you can ever hope to receive. While most of us inherently understand the benefits of having our clients refer their friends, family and colleagues, we simply fail to make it a priority, or we just never figured out a way to build referral requests into our everyday operations.

Referral Systems & Tools for Financial Advisors explores the various ways financial advisors can use the power of referrals to dramatically increase their business. Discover a collection of specific and extraordinary referral-boosting strategies, systems, worksheets, scripts & talking points, referral letter templates, referral gaining forms, postcards, thank you letters and gift ideas... all ready to use on CD!

$109.00 Add to Cart

 

Referral Systems & Tools  (Workbook & Data CD)

Referral generating systems and tools for any business in any industry!

Referral Generation
*Must Specify Industry When Placing Order - in "Comments"
- Financial Services or Other
-

$109.00 Add to Cart

 

Don't Miss the Boat!  (Workbook & Data CD)

Give your clients an immediate reason to refer business to you - without having to ASK for a referral.  Throw a 'Don't Miss the Boat' event - a referral event campaign that will produce referrals for you, and fun for your clients. 

This workbook, and data CD, provide you with a selection of tools to help you promote your own 'Don't miss the Boat' event to your clients.  We've never seen this event by anything but successful.

 

$59.99Add to Cart

 

Referral Generation
Entire Package

Receive 15% Discount

  • Referral Systems & Tools for Financial Advisors OR Referral Systems & Tools
  • Don't Miss the Boat

$143.00 Add to Cart

   


Systematize Your Practice

Systematize your Practice   (Workbook & Data CD)

A collection of easy to implement operational methods, checklists, forms, and systems from million dollar producers

The complete 'How To' in systematizing your financial service practice for conducting internal operational business efficiently and effectively.  Whether you've been in the business for two years or 20, this system is guaranteed to improve your business operations and sales.

Sample Chapters:

  • CHECKLISTS ... Discovery, New Business, Money Tracker ...
  • MONTHLY REPORTS ... Sales Reports, Money Under Management ...
  • THE CLIENT DELIGHT SYSTEM ... The Keeping In Touch Program, Client Marketing Sequence Letters ...
  • EMPLOYEE HANDBOOK ... Office Procedures, Continuing Education ...

 

$299.99Add to Cart

   

 

Services & Systems

On-Site Consultation

Comprehensive on-site marketing consulting services include a full analysis of all marketing tools, strategies, implementation, staffing and business systems. Red Zone Marketing will also analyze marketing seminars and events and offer recommendations for improving the overall operations of the firm. Hundreds of on-site evaluations have already been done with remarkable Red Zone Marketing results!

For more information on this service Email or call

 

The Client Delight™ System

Investors continue to be "somewhat" to "not" satisfied with the amount of communication they receive from their financial advisor. Red Zone Marketing will develop a custom Client Delight System for you. It will include a system for communicating on a regular basis with your clients along with the time line and marketing tools. The result will be an overall experience that will delight your clients!

For more information on this product Email or call

 

Marketing for Wholesalers

Development of your Business Game Plan. We will work with you to focus and streamline your business and marketing efforts, generate more referrals, produce extraordinary growth and make significantly more money. Process includes: Initial Discovery Phone Call, Ideas & Strategy Development, Game Plan & Action Plan, including complete Time line, and phone consultations.

For more information on this service Email or call

 

Marketing Game Plan

We will work with you to focus and streamline your business and marketing efforts, generate more referrals, produce extraordinary growth and make significantly more money! We will develop your own customized Game Plan for success--complete with phone consultation and analysis of current strategies, recommendations for improvement, and follow up to clarify and reinforce strategies!

For more information on this product Email or call

For more information, contact us now.

Red Zone Marketing™
info@redzonemarketing.com
1509 N. Milwaukee Avenue
Libertyville, IL 60048
Phone (847) 367-4066 - Fax (847) 367-5226