Modern Marketing in Wealth Management Requires Prioritizing Social Media to Stay Ahead of Evolving Trends

June 23, 2023
Joshua Wilson


The landscape of marketing has evolved drastically over the past few years, largely fueled by technological advancements and the constant quest for relevance. A discussion about this evolution is timely as we witness the convergence of marketing trends and the wealth management industry. Additionally, attracting younger investors today undoubtedly requires the use of social media. There’s even a renewed emphasis on staying ahead in marketing, particularly in the financial advisor world. Today, with almost 92 percent of financial advisors using social media for business, according to Putnam’s Social Advisor Survey, the stakes are higher than ever.

The core question that emerges from this shift is: How can financial advisors stay relevant and successful in an environment where marketing trends evolve so quickly?

On this episode of “Untamed Ethos,” host Dr. Joshua Wilson and founder of United Ethos Wealth Partners, interviewed Dr. Maribeth Kuzmeski. Their conversation explored the changing trends in marketing, the challenges faced by financial advisors in staying relevant, and the strategies needed to thrive in this fast-paced world.

During the episode, Dr. Wilson and Dr. Kuzmeski centered around these three main points:

  • The need for continuous learning and adaptation in marketing to stay relevant.
  • The importance of a multi-channel approach to marketing in the financial services industry.
  • The role of digital credibility in converting and retaining clients in the wealth management space.

Dr. Maribeth Kuzmeski is an accomplished consultant in the wealth management space. Having worked with various types of financial advisors for over 20 years, she boasts an illustrious career trajectory that spans both practical and academic realms. A fervent advocate for forward-thinking marketing, Dr. Kuzmeski’s rich academic background includes a PhD in Marketing from Oklahoma State University. She continually pushes boundaries, guiding industry professionals to remain agile and responsive to emerging trends.


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