Marketing in minutes with Maribeth Kuzmeski

How are you setting your firm apart from the muddled middle? Advisor marketing expert Maribeth Kuzmeski says that understanding and effectively communicating your unique value is key to attracting new clients. She offers marketing insights that can help you differentiate your firm and win new business.

Top marketing strategies

Find the top 3 strategies advisors can use today to attract new clients.

Maribeth Kuzmeski

Watch this one-minute video >


Marketing quick tips

Watch these one-minute videos: 

Build your brand >
Go local with social >
Target your message >
Measure marketing effectiveness >


A Conversation with Maribeth Kuzmeski

Susan Forman, SVP of Schwab Advisor Services, talks to advisor marketing expert Maribeth Kuzmeski to learn how advisors can differentiate their firm, grow their business and acquire new clients.

Maribeth Kuzmeski Conversation

Watch this four-minute video >

Maribeth Kuzmeski, PhD, is the president of the consulting firm Red Zone Marketing. She and her firm personally consult with some of the nation’s top financial professionals and advisors managing from $300 million to over $1 billion in client assets. She and her firm also work with entrepreneurial-minded corporations and salespeople on unique marketing messages, strategic marketing planning, recruiting, and business growth. Kuzmeski teaches at Columbia University School of Professional Studies, is a frequent speaker at international conferences, and contributes to major publications. She also hosts a podcast featuring inspiring businesswomen and is the author of seven books. 

Interested in generating more referrals? Read the article to get Maribeth Kuzmeski’s take on four absolutes advisors should know.

If you're thinking about becoming an independent advisor, consider a custodian that invests in your success. Contact us to learn more about the benefits of a custodial relationship with Schwab.