Top Advisor Podcast

Ep. #30: Asking for Referrals and Getting Referred Up With Maribeth Kuzmeski, PhD. (Part 2)


Listen Later

In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D (RedZoneMarketing.com) about creating more unsolicited referrals. 

In Part 2, we flip the table!  Maribeth is interviewing Bill about asking for referrals and how to get referred up!

Maribeth Kuzmeski Gets Bill to Discuss: 

  • Why getting referrals without asking is incomplete. 
  • The difference between referrals and introductions. 
  • What advisors can do to get referred up.
  • The keys behind asking for referrals without sounding like “that cheesy referral guy.”
  • Bill’s popular V.I.P.S. Method.
  • Teaching your clients how to talk about you to others.
  • … and more!
  • Resources: 

    • Maribeth’s website: www.redzonemarketing.com
    • Episode 17- Personal Facebook Page Financial Advisor Marketing
    • Ep. #2- The Benefits of Narrow Target Markets for Financial Advisors   
    • Connect With Bill Cates:

      •  Referral Coach Homepage
      •  Hire Bill for Coaching
      •  Enroll in The Cates Academy
      • Connect With Maribeth Kuzmeski:

        • LinkedIn: Maribeth Kuzmeski
        • Twitter: Maribeth Kuzmeski, PhD 
        • About Our Guest: Dr. Maribeth Kuzmeski is the president of RedZone Marketing, an award-winning marketing consulting firm with clients throughout the financial services industry. RedZone Marketing’s primary focus is designing innovative marketing and business growth initiatives for financial service practices.

          Maribeth has written nine books on marketing and is also a professor at Oklahoma State University teaching marketing, personal branding and name, image, and likeness for student athletes.

          She has a bachelor’s degree from New House School of Public Communications, Syracuse University, an MBA from George Washington University. And a PhD in business administration from Oklahoma State University. 

          ...more
          View all episodesView all episodes
          Download on the App Store

          Top Advisor PodcastBy Bill Cates

          • 4.7
          • 4.7
          • 4.7
          • 4.7
          • 4.7

          4.7

          37 ratings


          More shows like Top Advisor Podcast

          View all
          Mad Money w/ Jim Cramer by CNBC

          Mad Money w/ Jim Cramer

          4,067 Listeners

          Motley Fool Money by The Motley Fool

          Motley Fool Money

          3,213 Listeners

          Masters in Business by Bloomberg

          Masters in Business

          2,177 Listeners

          The Meb Faber Show - Better Investing by The Idea Farm

          The Meb Faber Show - Better Investing

          948 Listeners

          Capital Ideas Podcast by Capital Group

          Capital Ideas Podcast

          286 Listeners

          Animal Spirits Podcast by The Compound

          Animal Spirits Podcast

          2,026 Listeners

          Wall Street Breakfast by Seeking Alpha

          Wall Street Breakfast

          1,042 Listeners

          The Compound and Friends by The Compound

          The Compound and Friends

          2,121 Listeners

          The Long View by Morningstar

          The Long View

          920 Listeners

          Thoughts on the Market by Morgan Stanley

          Thoughts on the Market

          1,301 Listeners

          Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

          Kitces and Carl - Real Talk for Real Financial Advisors

          244 Listeners

          Excess Returns by Excess Returns

          Excess Returns

          86 Listeners

          Barron's Advisor by Barron's Advisor

          Barron's Advisor

          114 Listeners

          The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

          The Efficient Advisor: Tactical Business Advice for Financial Planners

          131 Listeners

          The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

          The Great Retirement Debate with Ed Slott & Jeffrey Levine

          151 Listeners