How to Survive (& Thrive) Under the New DOL Rules

Five Threats You Must Overcome

Bill Good Marketing – Helping advisors manage threats for over 30 years

If you’re here, it’s because you read my article, “Threat Management”, in Research Magazine. If you haven’t, you can read it here.

As I covered in my article, there are five threats you must overcome. These are:

Threat #1: Fee Compression
Threat #2: Forgetting How to Sell
Threat #3: Rise of the Machines
Threat #4: When Clients Die, Assets Fly
Threat #5: Having a Bad Succession Plan

To ensure you are on a survival path, you must take steps to counteract fee compression.  The best resource is our “Threat Assessment” webinar. Start here.

Threat Assessment Webinar

It’s imperative you improve your closing ratio with non-referral account.  Here’s the best training on sales in the industry.

Good way to Sell Advice

 

The “Rise of the Machines” may not be an immediate threat.  But it’s coming. And you should start a branding strategy to position yourself as “more than” the machines.

Branding Strategy Webinar

 

 

If you have just a few clients over the age of 75, you need to start now with the most important defensive strategy of your life. You can keep those assets WHEN the last primary client dies.  But not if you don’t have an effective strategy.

The one you want is right here.

When Clients Die Assets Fly

 

If you are past a certain age, your clients become worried about what happens to them when something happens to you.

“Are You Making These Mistakes in your Success Plan” will give you some guidance so the referrals you would normally get come to you and not a younger competitor.

Common Mistakes With Your Succession Plan.

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