Dr. Maribeth Kuzmeski

What if everything in marketing has changed … forever? Are you ready to reach prospects with new, virtual strategies?
Based on academic-level research done with financial professionals in May, June, September and moving forward in 2020, this engaging presentation is filled with case studies and examples of what the most successful are doing and what is working…to attract and win new business. Uncover do-it-yourself strategies for preparing your business for success in our next-normal future.
• Learn methods for replacing live events, workshops and seminars with powerful alternatives.
• Find out best practices for virtual prospecting to close more sales.
• Gain powerful messaging ideas for turning your website into a lead magnet.
• Upgrade your brand and value proposition so prospects know why they need you.
• Find how you can start digital content marketing strategies to fill your prospect funnel with qualified prospects.

What’s working right now to attract new clients and fans, expose your brand, get people talking, and differentiate yourself? In this ADD world where no one is paying attention, learn the marketing strategies that are producing results for some of the nation’s top financial professionals. The strategies are mostly inexpensive, can be implemented immediately, and are generating significant sales now! From new media to traditional methods and messaging upgrades – learn what’s working now.

The best marketing in a powerful, word-of-mouth environment is exceptional service. This workshop is designed to inspire and motivate your team to deliver experience-focused service. Gain best practices for building and enhancing a customer-focused culture, embedding a service mind-set, and delivering memorable customer interactions. Review and role-play strategies for effectively engaging customers, responding with care and empathy, effectively addressing problems, and implementing service failsafes. Outcomes include improving customer satisfaction scores, giving customers reasons to return, increasing quality referrals and word-of-mouth, and boosting revenue.

Today more than ever, powerful messaging regarding your value matters. Do your clients know what you charge and all that you do for the fees? Do your prospects believe your value is worth the price? Is your presentation of value memorable? Maribeth Kuzmeski will share some of the best practice value/fee conversations being used today that are undeniably strong, memorable, repeatable, and easy to deliver. Given continual industry changes, the one thing you must control is your own message of value.

Maribeth Kuzmeski, Ph.D., has worked with the nation’s largest firms and their advisors through great changes in the industry including 2001, 2008, significant product changes, rule changes and loss. The result? When remaining hyper-focused on delivering value, communicating that value, engaging through marketing, and maintaining clients, the changes that are swirling become background noise in our pursuit to serve the financial needs of others.

Once you have reached a level of success, often the most difficult task is to continue to reach significant new levels of growth. This interactive presentation shares what is working now, and identifies areas for tweaks and changes producing incremental growth in your financial services practice.

Gain simple ideas for perfecting your verbal, written, website and social media verbiage necessary to be compelling in a distracted world. Discover powerful communication and positioning strategies for defining and clarifying your value and securing fair fees for your work. Learn immediate methods that will position you and your team as the Advisor of Choice, develop trusting relationships quicker, have prospects wanting to do business with you, and give your current clients something truly compelling to talk about with others.

Sales Magnetism is a process to attract and lead customers to a decision that is right for them, not to sell in a traditional manner. It is founded upon a company’s intrinsic benefits, strategic development of relationships, and passion for exposing the company’s unique culture. The result is a decision by the customer to buy, continue to buy, and become a vocal fan fueled by the use of your magnetic opportunities and an ongoing system of attraction.

The Sales Magnetism Motto: If we have what you want, we will never “sell” you anything.

Learn about some of most profitable ways to use social media and new media technologies in your practice. Gain leads, convert current referrals with increased speed and effectiveness, and use social media to strengthen and expose your brand within your target market. Learn what is really working for advisors given compliance regulations and walk away with simple ideas for using social media in your financial services practice.

Gain powerful strategies, based on extensive research and case studies of women in business, that can be applied immediately to stand out, achieve the success deserved, and market and present with power and confidence.

Working with any individual is an art, not a science – especially women. This presentation will share the art of working with women, communicating effectively, developing and presenting solutions, and motivating them to implementation. Women are not like men and neither are the ways that you get them to say “yes” to your business, strategies and solutions. Understand this loyal market so you can serve them better.