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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.

    Since entering the financial services industry in 2018, 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 enjoy spending time with their two boys and dog. 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
    Recent Posts
    4 Ways to Find Your Niche Market as a Financial Advisor
    Marketing

    4 Ways to Find Your Niche Market as a Financial Advisor

    Niche marketing has many benefits for financial advisors: clients have a good reason to refer you, prospects can see themselves represented on your marketing collateral, and you get to optimize your knowledge of retirement or financial planning for that group. Don’t underestimate the strength it brings to be able to say that you've helped several clients in a similar situation or from a common source as the prospect you’re trying to close.
    Marketing Automation for Financial Advisors: Your FAQs Answered
    Marketing

    Marketing Automation for Financial Advisors: Your FAQs Answered

    Digital marketing is an often-overlooked time-suck for financial advisors and small advisory practices doing their best to get more clients digitally while serving existing clients well. Marketing automation provides a solution to this problem, so today our marketing support team wanted to answer a few frequently asked questions for our readers.
    25 Webinar Best Practices for Financial Advisors
    Marketing

    25 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.