Ep 69: How Advisors Can Scale with Maribeth Kuzmeski, PhD
More About This Episode:
Maribeth Kuzmeski, PhD, is President of the consulting firm, Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets.
Maribeth got her start as the 5th client in her firm happened to be a financial advisor. Today, Red Zone Marketing is fully focused on the financial services industry. Listen as Maribeth shares her knowledge about hiring, delegating, and creating balance in your career.
Join us today to learn about these things:
How Maribeth met a financial advisor and agreed to work for him on a commission basis and ended up growing his management portfolio from 10 million to 200 million in under 5 years. (1:13)
Is email getting you down? Here’s what you can do to help. (9:01)
Her process for delegating to her assistant that saves her time. (14:40)
More about our guest: https://www.redzonemarketing.com/