Ep 3: How to Attract More Referrals From Clients Without Asking with Maribeth Kuzmeski, PhD

Episode 3: How to Attract More Referrals From Clients Without Asking

Guest: Maribeth Kuzmeski, PhD, President of Red Zone Marketing

In this episode of Financial Advisors Want to Know, host Catherine Tindall speaks with Dr. Maribeth Kuzmeski, a marketing expert specializing in the financial services industry. Maribeth shares strategies for generating more referrals organically—without feeling pushy or salesy. Learn how to position your clients to tell a compelling story about your services that naturally leads to referrals.

Key Takeaways:

✅ Referrals don’t just happen—you have to create an environment where they do.
✅ Asking for referrals doesn’t have to feel salesy if framed the right way.
✅ The best marketing strategy is strong client relationships that lead to unsolicited referrals.
✅ Clients need a clear, positive story about you—beyond just “money management.”
✅ Asking simple questions like, “What’s the most valuable thing you’ve gained from working with us?” can spark meaningful referrals.

🔗 Connect with Maribeth: LinkedIn | Red Zone Marketing
📩 Reach Catherine’s Team: admin@dominiones.com | www.dominiones.com
📬 Sign up for tax updates & future episodes: Subscribe Here