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    Leadership & Team

    Kim
    Weber

    Marketing Project Manager

    Kim Weber is the Marketing Project Manager at USA Financial. Since joining in 2021, she has overseen several marketing programs that help advisors grow their practices. She provides proactive trainings and resources to save advisors and their staff frustration, while remaining available to help with the daily tasks and challenges that financial practices face relating to their marketing needs.

    During her 5 years in the financial services industry, she has experienced several facets of the financial world: Her career started in life insurance sales, where she passionately served her own clients with insurance and financial planning needs. She became a registered representative and began working for a financial advisor, where she was able to assist in business planning, operations, marketing, and more. She has experience freelance consulting for financial advisors and non-profits as they created brands, transitioned firms, and created standards of operations.

    Kim holds a degree in Business Management from Cornerstone University, where she also was able to study marketing and project management though experiential learning opportunities with local businesses and organizations. She and her husband welcomed a baby boy in 2023. Her weekends are usually spent traveling to see family and friends or staying in to watch the Detroit Lions.
    Kim Weber | USA Financial
    Contact Information
    (888) 444-0125 ext. 450
    Recent Posts
    4 Common Facebook Marketing Concerns for Financial Advisors
    Marketing

    4 Common Facebook Marketing Concerns for Financial Advisors

    As a financial advisor, you know financial accounts and products, retirement income strategies, rollover processes, money management, and more. But digital marketing for financial advisors is a common struggle and can at times be stressful, especially if you're a solo-preneur or don't have staff to help you manage these lower-priority efforts for your business.
    Using Testimonials in Your Financial Advisor Marketing
    Practice Management

    Using Testimonials in Your Financial Advisor Marketing

    The most exciting update from the SEC’s New Marketing Rule of November 2022 was allowing the use of testimonials in financial advisor’s marketing. The industry has been slow to adopt testimonial use, in part because it can be awkward to ask for reviews, endorsements, and testimonials. Let’s talk about the most common questions the marketing team here at USA Financial gets asked.
    20 Webinar Best Practices for Financial Advisors
    Marketing

    20 Webinar Best Practices for Financial Advisors

    It’s no secret that with the rise of technology and the increasing stress on people’s time there has come an increased demand for remote appointments, work, and learning experiences. Enter the webinar.