Go Back

This is the Untamed Ethos Podcast.

Join us as investment pros, executives, and other experts talk business, personal growth, investing, politics, and the trending topics well-rounded pro needs to know about. Authentic, unfiltered, and fun!

MarketScale

Untamed Ethos

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

June 23, 2023
Dr. Joshua Wilson
Dr. Maribeth Kuzmeski
financial advisors
modern marketing
+more
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.

 

Recent Episodes

school educators
View episode

Bridging the Gap Between Traditional Education and Modern Needs: Why School Educators Need to Shift Focus to Durable Skills Part 1 of 2

Are Traditional educational systems and school educators struggling to keep pace with the demands of modern workplaces? With advancements in technology and a shifting global economy, educators must prepare students for jobs that exist now and for future roles yet to exist. This scenario raises significant questions about the relevance and adaptability of current […]

digital transformation in education
View episode

Digital Transformation in Education: Training Programs and Other Resources Can Help Teachers Feel Confident When Using New Technologies

Navigating the digital transformation in education, “Unbox Innovation” by Boxlight, hosted by Amy Shadroff, addresses the crucial role of technology in modern classrooms. As educators worldwide adapt to a post-pandemic environment, integrating digital tools in teaching and learning has become more significant than ever. In this era of evolving classrooms, how can educators bridge […]

adults
View episode

Edtech Paves the Way for Adults to Learn Skills Outside Traditional Classrooms

TIME’s recent release of its first inaugural list of the world’s top edtech companies marks a significant moment in educational technology. The list showcases leaders from diverse markets including Singapore, the UK, Brazil, China, and the U.S., reflecting a global push towards innovative learning solutions. This publication comes at a time when the world […]