- Salt Lake City, UT
- Bill Good Marketing
At our last conference in Puerto Rico, Bill opened his presentation by saying: “I trust I don’t need an introduction.”
It was an incredible moment — one that got by far the biggest cheer of the entire event. As always, we will close the conference by hearing from our founder, the Head Gorilla himself…
- Columbus, MS
- Financial Concepts
Earlier this summer, we received an email that made everyone at BGM stop and cheer: Scott Ferguson was writing to tell us that he and his team had achieved their goal of $1 billion in assets under management.
For any advisor, this is a huge feat. For Scott, based in the small city of Columbus, Mississippi…
- Overland Park, KS
- Intellicents
If there’s one niche that advisors most want to target, it’s probably business owners. And if there’s anyone who knows about how to become “the go-to guy” for the business owner crowd, it’s Bryan Sarff.
For the last several years, Bryan has transformed his practice into that of a “personal CFO” for local business owners and executives…
- Columbia, MD
- Phoenix Private Wealth
At the beginning of the decade, David was aiming to reach $50M in total assets. We challenged him to think a bit bigger than that, and guess what? He has. Check out these numbers:
2020: $18M in new assets.
2021: $29.8M.
2022: $34.3M
2023: $45M…
- Raleigh, NC
- Olde Raleigh Financial Group
With $460M in AUM, and with much of that coming in the past two years, the Olde Raleigh Group in North Carolina are on a hot streak. They have expanded into new markets — namely, Florida — and have experienced a surge in referrals and introductions from a variety of sources. That’s why we are so excited to have Katie Johansson, the team’s marketing director…
- Salt Lake City, UT
- Bill Good Marketing
While Day 2 officially begins one hour later, we have a special bonus session for any advisors who are interested! This one will feature Stephanie Peterson, our Head of Growth, and Matthew Bailey, our Head Writer.
Together, they will show you an extremely powerful, yet often-neglected force multiplier: The words you use…
- Salt Lake City, UT
- Bill Good Marketing
While Day 2 officially begins one hour later, we have a special bonus session for any advisors who are interested! This one will feature Stephanie Peterson, our Head of Growth, and Matthew Bailey, our Head Writer.
Together, they will show you an extremely powerful, yet often-neglected force multiplier: The words you use…
- Salt Lake City, UT
- Bill Good Marketing
Our CEO, Frantz Widmaier, will update you on the latest advancements in AI-enabled technology…including our own here at BGM.
In the last few years, there has been no force multiplier more promising than AI, especially AI agents, which can operate with limited human intervention. But not all AI tools are created…
- Linwood, NJ
- McPeak Wealth Mgmt. Group
As the driving force behind every marketing initiative at McPeak Wealth Management, Clare is a force multiplier all unto herself.
From seminars to meetings to marketing collateral, Clare has revamped and refined nearly every aspect of the team’s prospecting, creating a system (and brand) that gets new clients…
- Jasper, GA
- Kiker Wealth Management
What if people could hear you and then decide they wanted to work with you almost immediately? What if you had a complete, fool-proof system for getting all those new prospects to set up a first appointment?
What if you could then close those prospects without ever meeting them in person, all over Zoom…
- Dartmouth, NS
- CI Assante Wealth Mgmt.
Planning is the greatest force multiplier of all. Because, as Yogi Berra once said — and as Bill is fond of quoting — “If you don’t know where you’re going, you’ll end up someplace else.”
Three years ago, Nick Grady knew he didn’t want to wind up “someplace else.” But as he about to embark on a major career shift — specifically, setting up his own RIA…
- Salt Lake City, UT
- Bill Good Marketing
One producing advisor is good. Two, as Bill would say, is “much more better.”
Whether it’s finding and onboarding a new advisor or showing your existing successor how to “make it rain,” having a junior advisor who can produce as much as you can is a force multiplier of gigantic proportions. It’s why the biggest teams are the biggest teams…
- Salt Lake City, UT
- Bill Good Marketing
One producing advisor is good. Two, as Bill would say, is “much more better.”
Whether it’s finding and onboarding a new advisor or showing your existing successor how to “make it rain,” having a junior advisor who can produce as much as you can is a force multiplier of gigantic proportions. It’s why the biggest teams are the biggest teams…
