Category Archives: Uncategorized

A Powerful Solution for Giving Your Prospects A Clue About Who You Really Are

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There is a major issue in financial services, and it very
well may be holding you back from getting the new clients you desire. I wonder
if you have recognized it also. When you walk into a business function or
cocktail party and introduce yourself as a financial advisor, the majority of
people will want to get away. Why are advisors so repelling? Shouldn’t you be
attractive based on all the meaningful work that you do in this noble
profession?

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Celebrate Your Business Wins Like a True Football Fan

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It’s Super Bowl time. As a big football fan, I always love
the Big Game (although it is a lot more fun when my team is in it). But at this
time of the year, I always think about the odd way that fans like me react
while watching a game in which we have zero control over the outcome.

For instance, I am superstitious when watching games
(wearing my “lucky” t-shirt),

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Effective Leaders Connect First

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According to an article in Harvard Business Review, “Connect, Then Lead”, it is far more effective to lead in business when you begin by establishing warmth and understanding. Yet, many leaders today approach business focusing first on strength and competence. If this sounds backwards to you, it is possible you are in the group that may have an issue – I know prior to all the research we have done on this topic that I did not get it right either.

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Maribeth Kuzmeski and Marie Swift Announce Interactive Media Training / Thought Leadership Experience

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Tenured Financial Advisors are Invited to “Step into the Spotlight” at The Advisor Thought Leader Summit

July 31, 2018 [CHICAGO] –Long-time financial services marketing and PR consultants Maribeth Kuzmeski (www.RedZoneMarketing.com) and Marie Swift (www.ImpactCommunications.org) are joining forces to bring the first-ever Advisor Thought Leader Summit to a select group of tenured financial professionals. The event – which is being billed as an interactive workshop and “media training on steroids” – will take place November 9 and 10,

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Do You Struggle Sharing Your Value? Lessons from The Million Dollar Round Table

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This week I had the honor to speak at the Million Dollar Round Table (MDRT). It became immediately clear that the challenge of creating a powerful and precise description of what you do, your value, and why someone should work with you – is a WORLDWIDE issue for financial professionals.

Attending MDRT were financial professionals from across the globe that spoke many different languages (the presentation translators were amazing). Across borders and continents,

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