On Becoming Unconventional

The unlikely scene played out, advisor marketing guru Maribeth Kuzmeski recalls with wry amusement, during morning rush hour at a busy Chicago-area commuter train station one day in 2008, as the economy—and people’s investment accounts—were bottoming out. Seeking a creative way to leverage the financial meltdown in his prospecting efforts, one of Kuzmeski’s advisor clients … Continue reading