October 2008

This month's topic...

Thriving, Not Just Surviving in Volatile Markets:
Strategies from The Nation’s Top Advisors

During this call, you will learn how to:

• Thrive in volatile markets
• Bring on more new clients
• Increase referrals
• Dramatically gain in net new assets

This month's guest speaker is...

Maribeth Kuzmeski, President of the consulting firm, Red Zone Marketing, presents ideas that are working in financial services businesses today including simple, inexpensive strategies that are in practice in multi-million dollar grossing offices. Her ideas are not theory but ideas that can be implemented immediately. Maribeth and her firm, Red Zone Marketing, consult on marketing strategy and client acquisition with some of the nation’s top financial advisors and Broker Dealers. Under her guidance one advisor built a business from $10 million to $200 million in money under management in five years. Maribeth is the author of four books including 85 Million Dollar Tips for Financial Advisors, has appeared on TV and radio stations across the United States, was chosen to speak for MDRT, and has written articles appearing in hundreds of publications including National Underwriter, Registered Rep, Business Week and Entrepreneur.

 

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