Author Archives: Maribeth Kuzmeski

Help Prospects Better Understand Fees by Tying Them to Your Value

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When we talk about the problems associated with an advisor’s fees, it isn’t that they are too high, too low, or inappropriately structured. Rather it is that advisors typically fail to communicate effectively with their prospects what those fees are actually doing for the client. In other words, what is the value of the service being paid for? 

Essentially, the fee discussion isn’t about one of the actual fee structures in place,

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Make Some Noise! It’s Time to Become a Fan-Worthy Advisor.

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Where do a financial advisor’s best leads and clients come from? It’s no secret. It’s likely every financial advisor will agree that the answer is undoubtedly… referrals. Referrals are potential clients that have been introduced to you by advocates—or fans!

What’s great about referrals is that they tend to move through the sales process much faster than non-referral leads. That’s because the sales process has been initiated by someone the lead already trusts.

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The Biggest Challenge for Advisors Today: Differentiation

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What is perhaps the biggest challenge advisors are facing with marketing in 2021?

In the cluttered and fiercely competitive advisory industry, it’s standing out from the crowd.

The biggest problem for solo advisors is not technology, nor is it even an economy of scale problem. It is a very big, very real differentiation problem. Today, there is very little to differentiate advisors from one another. 

It wasn’t long ago that offering comprehensive financial planning was a differentiator.

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5 Ways to Convert Prospects

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Good news! Your marketing efforts are working. Prospects are booking calls through your website, sending you messages on social media, and calling the office directly. But how do you turn interested prospects into paying clients once they’ve made it this far? The answer may not be with you think. Or, at the very least, the answer might be the opposite of what your gut instinct is telling you to do.

Once you have made an initial connection with a prospect,

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THE FINANCIAL ADVISOR’S GUIDE TO DIGITAL MARKETING AND PROSPECTING

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At this very moment, everything is changing in financial advisor marketing. Digital marketing and virtual prospecting are some of the newer ways to market your valuable services. However, these newer marketing methods can seem a bit overwhelming. This guide is designed to walk you through the most important elements, give you best practices, and unwind the complexities.

Learn more and access the report below.

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