Maribeth Kuzmeski

How will you attract more referrals and boost your new business development? Learn the strategies and processes some of the nation’s top advisors are using to keep their stream of quality referrals high (hint: it is not luck or just delivering good service).

• Find out how top advisors are generating more unsolicited referrals than ever before
• Learn how advisors are creating simple, yet memorable experiences for clients that result in referrals.
• Gain ideas on...

Learn the marketing and business concepts necessary for elevating a personal brand, social media influence and entrepreneurial earning power. Attendees will gain knowledge about marketing theory, strategy and tactics of successful branding with emphasis on audience engagement, generating followers, storytelling, and methods for leveraging your position. Also, gain insights from current professional athletes and how they have leveraged their personal brand.

• Understand both what...

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...

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...

For Elite Advisors

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...

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...

Too many financial professionals struggle to create strategic alliances that are both profitable and sustainable. Based on 9 case studies of successful alliance partnerships all producing over 1 million in gross, this presentation shares a focused, 5 part system for building the relationships that have proven to turn into formal contracted alliances as well as more informal yet highly profitable  alliances.

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.

Discover the secrets to designing, describing, and delivering a presentation that is heard, accepted, and acted upon. Gain the blueprint for creating a memorable presentation with a strong open, interactive elements, storytelling, and a powerful close. Presenter Maribeth Kuzmeski has been speaking professionally for 20 years as well as teaching business professionals to speak with great success, including proven strategies for reducing the fear of pubic speaking.

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.