The difference between a multi-million-dollar financial advisor and one who just dreams of getting there?
It’s not luck. It’s not talent.
It’s what you know—and more importantly, what you do with it.
At Bill Good Marketing, we’ve spent the last 45+ years helping financial advisors, RIAs, and independent financial professionals grow their businesses, attract new clients, and generate referrals that keep their pipelines full. We’ve built the largest content library in the financial services industry, created proven systems for client acquisition, and helped advisors scale beyond what they thought was possible.
And through it all, we’ve seen a common trait among the most successful: They never stop learning.
The top financial planners and wealth managers don’t just understand investment strategies and financial planning—they master sales, marketing, and client service. They know that to grow, they must improve not only their technical expertise but also their ability to connect, persuade, and build trust.
That’s why they read. A lot.
What are they reading? That’s what we want to share here with you.
This isn’t just another list of great books that look nice on a shelf. This is a curated selection of must-read business books—handpicked by the team at Bill Good Marketing—that will help you sharpen your skills, master the art of persuasion, and build a thriving, sustainable practice.
If you’re serious about scaling your business, landing high-value clients, and becoming the go-to advisor in your market, this is the ultimate guide to the best books for financial advisors.
Author’s Note:
This isn’t a ranking. There’s no “best” book here. Because the truth is, the best book is the one that speaks to you right now—the one that challenges how you think, solves the problem in front of you, or sparks an idea that changes everything.
These 21 books for financial planners weren’t chosen to fill a list. They were chosen because they actually deliver. They’ve helped advisors like you close more business, master marketing, build REAL client relationships, and scale beyond what they thought was possible.
So, don’t worry about where each book falls on the list. Just find the one that resonates, pick it up, and start reading. Because knowledge doesn’t change your business—action does.
Must-Read Sales Books for Financial Advisors
Sales.
It’s the part of the business that makes many in the industry uncomfortable. You didn’t become an advisor to be a salesperson—you became one to help people with financial planning, investment strategies, and wealth management.
But here’s the truth: If you can’t sell, you can’t help.
The best financial advisors, CFPs, and RIAs don’t just manage money—they convince, educate, and inspire action. They know that closing a deal isn’t about slick pitches or pushy tactics. It’s about asking the right questions, listening deeply, and guiding clients toward the right decisions.
Sales is the engine that drives your business forward. Without it, even the most brilliant financial professionals will struggle to attract new clients, grow their client base, and build a million-dollar financial advisory practice.
So, let’s talk about the best books that will transform the way you sell, communicate, and persuade—without ever feeling like a salesperson.
1. Hot Prospects
By: Bill Good
Prospecting isn’t just about making calls—it’s about making the right calls. Bill Good understood that five well-qualified prospects are worth more than a hundred random names. In Hot Prospects, he dismantles the outdated idea of brute-force cold calling and replaces it with a smarter, more strategic approach. If you’re a financial planner tired of chasing unqualified leads, this book will show you how to build a pipeline of prospects who actually need and want your services—without wasting time on dead ends.
Excellent investment advisors don’t just hope the right clients come their way. They engineer a system that consistently brings in high-value prospects while filtering out the wrong ones. Bill Good’s prospecting framework has been battle-tested by top advisors for decades, helping them land bigger clients, close more business, and remove the guesswork from growth. It is still as relevant and useful today as the day it was released. If you want to stop hunting for clients and start attracting them, Hot Prospects is your roadmap.
Check out Hot Prospects on Amazon.
2. SPIN Selling
By: Neil Rackham
Most advisors think selling is about persuasion. But high-net-worth prospects don’t respond to pressure, urgency, or the old-school hard close. That’s where SPIN Selling changes the game. It’s not about selling—it’s about understanding. Rackham’s research-backed framework helps entrepreneurs and financial advisors alike uncover their clients’ real needs, guiding them from uncertainty to absolute confidence in your solutions. Instead of pushing products, you’re crafting conversations that naturally lead to action.
Think about your best clients. The ones who trust you completely, refer others, and stick with you through market downturns. That level of trust wasn’t built in one meeting—it was built through a process. SPIN teaches you that process. It helps you ask better questions, position your advice as the only logical choice, and close bigger clients without ever feeling like you’re “selling.” If you want to land high-net-worth prospects without chasing them, SPIN Selling is your playbook.
Check out SPIN Selling on Amazon.
3. How I Raised Myself from Failure to Success in Selling
By: Frank Bettger
Every investment advisor has been there—the prospect meeting that goes nowhere, the referral that doesn’t pan out, the gut-wrenching silence after you follow up. Frank Bettger was no different. He went from a struggling insurance salesman to one of the highest-paid in the country, and he did it by mastering the human side of selling. His secret? Enthusiasm, confidence, and a willingness to learn. This book isn’t about slick sales tricks—it’s about transforming your mindset, your approach, and your results.
If you’ve ever struggled with rejection, hesitation, or the fear of “bothering” prospects, Bettger’s principles will rewire the way you sell. He teaches new financial advisors and veterans how to turn skeptical prospects into eager clients, how to build trust effortlessly, and how to close deals without feeling pushy. It’s not about scripts—it’s about presence, energy, and mastering the simple, repeatable habits that turn advisors into rainmakers.
Check out How I Raised Myself from Failure to Success in Selling on Amazon.
4. Swim with the Sharks Without Being Eaten Alive
By: Harvey Mackay
The financial world isn’t just about numbers—it’s about navigating relationships, mastering influence, and playing the long game. Swim with the Sharks is a crash course in doing just that. Mackay doesn’t sugarcoat the realities of business; he hands you a no-nonsense guide to getting in front of the right people, making them want to work with you, and staying ahead of the competition. Whether you’re trying to secure a meeting with a high-net-worth prospect or differentiate yourself from every other advisor in town, this best seller is packed with battle-tested strategies that actually work.
Financial advisors who rely solely on market knowledge are playing checkers while the best advisors are playing chess. The Mackay 66 teaches you how to truly know your clients—their motivations, their fears, and what drives their decisions—so you can build relationships that last a lifetime. If you want to win bigger clients, outmaneuver your competition, and close deals without resorting to generic sales tactics, Swim with the Sharks is your survival guide.
Check out Swim with the Sharks Without Being Eaten Alive on Amazon.
5. Influence: The Psychology of Persuasion
By: Robert Cialdini
Most wealth managers focus on logic—spreadsheets, data, performance metrics. But here’s the truth: clients don’t make decisions based on numbers alone. They decide based on trust, emotion, and psychology. Influence is the ultimate guide to understanding what makes people say yes. Cialdini’s research-backed principles—like reciprocity, social proof, and authority—are the hidden forces that drive client behavior. Master them, and you’ll stop “convincing” prospects and start guiding them naturally toward a confident yes.
Ever wonder why some advisors effortlessly attract high-net-worth clients while others struggle? It’s not luck—it’s influence. The best advisors know how to create demand, build trust, and position themselves as the obvious choice without resorting to pushy sales tactics. Influence teaches you how to structure conversations, marketing, and client interactions in a way that makes your services feel indispensable. If you want to close more business, strengthen client relationships, and grow your practice without chasing prospects, this book is your secret weapon.
Check out Influence on Amazon.
The Best Marketing Books for Financial Advisors
No one hires the best financial advisor.
They hire the one they’ve heard of. The one they trust. The one whose name keeps showing up—on LinkedIn, in an email, on a podcast, in a conversation with a friend.
The best financial advisors, CFPs, and RIAs aren’t just smart about financial planning and investment strategies. They know how to market themselves. They don’t wait for new clients to magically appear. They create systems—referrals, content, branding, and client engagement—so they never have to wonder where their next prospect is coming from.
At Bill Good Marketing, we’ve spent over 45 years helping financial professionals master the art of client marketing. We’ve built the largest content library in the industry and taught thousands of advisors how to attract the right clients and keep them engaged for life.
Here’s what we know:
- If you don’t have a marketing strategy, you don’t have a business.
- If you’re relying only on word-of-mouth referrals, with no system to predictably generate them, you’re at the mercy of chance.
- If you’re not top of mind, you’re invisible.
Marketing isn’t about shouting louder. It’s about being the financial professional telling a better story—one that speaks to the exact business owners and high-net-worth clients you want to work with.
The books in this section aren’t about theory. They’re proven blueprints for financial advisors who want to stand out, attract ideal clients, and scale their practices beyond what they thought possible.
6. Building a StoryBrand
By: Donald Miller
Most financial planners focus on what they do—investment management, retirement planning, tax strategies. But here’s the truth: Clients don’t care about what you do. They care about how you can solve their problems. Building a StoryBrand teaches entrepreneurs how to shift their messaging from a laundry list of services to a compelling story where the client is the hero—and you are the trusted guide. When your marketing speaks directly to their fears, goals, and dreams, you cut through the noise and make choosing you the obvious next step.
If your website, emails, or social media feel like they’re missing something, this book will show you why. Miller’s framework helps financial advisors simplify their message, so prospects immediately get it—no jargon, no confusion, just crystal-clear positioning. The advisors who master this skill attract more of the right clients, convert them faster, and build a brand that stands out in a crowded industry. Stop blending in. Start telling a story that makes clients say, That’s exactly what I need.
Check out Building a StoryBrand on Amazon.
7. Raving Fans
By: Ken Blanchard & Sheldon Bowles
Most financial advisors think good service is enough. It’s not. Clients don’t stay loyal because they’re satisfied—they stay because they’re delighted. Raving Fans challenges advisors to move beyond transactional relationships and create an experience so remarkable that clients can’t help but talk about it. When your service exceeds expectations in ways your competitors never even consider, you don’t just retain clients—you turn them into your best marketing engine.
Think about your most valuable clients. How many of them came from referrals? Probably most. That’s the power of raving fans. By focusing on what really matters to clients—consistency, personalization, and exceeding expectations—you create an unstoppable cycle of growth. Whether it’s a seamless onboarding experience, a thoughtful birthday touchpoint, or proactively solving problems before they arise, this book teaches you how to build a business where clients don’t just stay… they sell for you.
Check out Raving Fans on Amazon.
8. How to Win Friends & Influence People
By: Dale Carnegie
Carnegie’s timeless lessons on influence, communication, and genuine human connection are as relevant to advisors today as they were when first published. High-net-worth clients don’t choose an advisor based solely on credentials; they choose someone they trust. This book teaches you how to build that trust—how to make people feel heard, valued, and understood. Master these principles, and you’ll find that clients don’t just listen to your financial advice—they want to follow it.
Ever wonder why some advisors attract a steady stream of referrals while others struggle? It’s not about performance alone—it’s about the experience they create. Carnegie’s strategies help you become the advisor people want to introduce to friends, family, and business partners. Whether it’s navigating difficult conversations, handling objections gracefully, or making every client feel like your most important one, How to Win Friends & Influence People is the ultimate guide to building a practice based on trust, loyalty, and influence.
Check out How to Win Friends & Influence People on Amazon.
9. The New Financial Advisor
By: Nick Murray
Most financial advisors think their job is about managing money. Nick Murray argues it’s about something much bigger—managing people. The New Financial Advisor shifts the focus from numbers and transactions to the real heart of the business: guiding clients through uncertainty, behavioral mistakes, and the emotional rollercoaster of wealth-building. The advisors who succeed aren’t the ones who know the most—they’re the ones who communicate, lead, and inspire confidence.
This best seller is a wake-up call for advisors stuck in the grind of chasing new business instead of nurturing lifelong relationships. Murray’s timeless wisdom teaches financial professionals how to position themselves as indispensable partners in their clients’ financial lives. If you’re ready to stop being a salesperson and start being a trusted advisor, The New Financial Advisor will show you the way.
Check out The New Financial Advisor on Amazon.
Financial Planning & Wealth-Building Books Every Financial Planner Should Read
Your clients don’t pay for your time.
They pay for your expertise, your judgment, and your ability to grow and protect their wealth.
The best financial advisors, CFPs, and wealth managers know that investment strategies, retirement planning, and financial literacy aren’t just talking points—they’re the foundation of a lifetime of trust.
Here’s the truth: Your ability to help clients build wealth is only as strong as your understanding of how money, markets, and people actually work.
And yet, too many financial professionals rely on surface-level knowledge. They follow the latest Wall Street headlines, read a few industry blogs, listen to wholesalers, attend due diligence lunches and assume they’ve got it covered.
But the multi-million-dollar financial advisor doesn’t stop learning. They study how the wealthy think (Nick Murray). They understand the psychology of money (Morgan Housel). They master decision-making, budgeting, tax strategies, and stock market cycles.
Because the more you know, the more confidence your clients will have in you. And the more confident they are? The bigger their portfolios—and yours—will grow.
These must-read financial books will make you a better investor, a smarter advisor, and the go-to expert your clients trust for decades.
10. The Intelligent Investor
By: Benjamin Graham
Most wealth managers preach discipline, but few truly master it. The Intelligent Investor isn’t about stock-picking—it’s about the mindset, strategy, and patience required to build lasting wealth. Graham’s timeless principles of value investing teach advisors how to shield their clients from emotional, short-term decision-making and instead focus on long-term, risk-managed growth. In a world where market noise is constant, his lessons on margin of safety and rational investing are more critical than ever.
The best advisors aren’t just money managers—they’re behavioral coaches. Clients panic during downturns, chase returns in bull markets, and struggle with discipline. Graham’s philosophy equips advisors with the tools to guide clients through volatility, helping them stay the course when emotions run high. If you want to be the kind of advisor who builds generational wealth for clients—not just quick gains—The Intelligent Investor is your ultimate playbook.
Check out The Intelligent Investor on Amazon.
11. The Millionaire Next Door
By: Thomas J. Stanley & William D. Danko
Most people assume wealth looks like luxury cars, designer suits, and beachfront properties. But The Millionaire Next Door shatters that illusion. True wealth, as Stanley and Danko reveal, is built quietly—through discipline, frugality, and smart financial habits. For financial planners, this book is a wake-up call: the best clients aren’t always the flashiest. They’re the business owners, professionals, and diligent savers who prioritize long-term security over short-term indulgence.
Advisors who understand who the real millionaires are—and how they think—position themselves to serve them better. Instead of chasing high-income spenders drowning in debt, focus on those who value financial stewardship. Teach them strategies to protect and grow their wealth, and they’ll reward you with lifelong loyalty. If you want to build a client base of truly wealthy individuals—not just high earners—The Millionaire Next Door is essential reading.
Check out The Millionaire Next Door on Amazon.
12. The Richest Man in Babylon
By: George S. Clason
Financial advice changes with the times, but the fundamentals of wealth-building never do. The Richest Man in Babylon distills financial wisdom into simple, timeless lessons—save consistently, invest wisely, and live within your means. Financial advisors often find themselves teaching these same principles to clients who chase market trends but neglect the basics. Clason’s parables serve as a powerful reminder that financial success isn’t about complexity—it’s about discipline, patience, and sound strategy.
For advisors, this book is more than just a personal finance classic—it’s a tool for client education. Many people believe wealth is out of reach, but these ancient lessons prove otherwise. Teaching clients to pay themselves first, control their expenses, and make money work for them is the foundation of a solid financial plan. If you want to help clients build lasting wealth—not just chase short-term gains—The Richest Man in Babylon is required reading.
Check out The Richest Man in Babylon on Amazon.
13. The Psychology of Money
By: Morgan Housel
Most advisors focus on strategy—asset allocation, tax efficiency, and estate planning. But clients? They make decisions based on emotion, habit, and personal history. The Psychology of Money pulls back the curtain on why smart people make irrational financial choices and how understanding human behavior is just as critical as understanding markets. For advisors, this best seller is a masterclass in helping clients avoid self-sabotage, stay the course, and build true wealth over time.
Data doesn’t drive financial decisions—stories do. The best advisors aren’t just number crunchers; they’re behavioral coaches. Housel’s insights teach you how to frame advice in a way that resonates, how to guide clients through uncertainty, and how to help them make choices they won’t regret. If you want to manage not just portfolios but the emotions behind them, The Psychology of Money is essential reading.
Check out The Psychology of Money on Amazon.
Personal and Professional Development Books for Financial Planning Professionals
Your business will only grow as much as you do.
You can master sales, marketing, client service, and financial planning, but if you’re not improving yourself, your business stays stuck.
The best financial advisors, CFPs, and RIAs aren’t just experts in investment strategies and wealth management. They’re leaders. They inspire confidence in their clients, motivate their teams, and push themselves to grow—every single day.
Leadership isn’t about titles. It’s about mindset. It’s about discipline. It’s about becoming the kind of person that others trust, follow, and refer.
At Bill Good Marketing, we’ve seen firsthand that the most successful advisors aren’t just the best at numbers. They’re the ones who think differently, act decisively, and lead with clarity.
Here’s what we know:
- If you can’t manage yourself, you can’t manage a business.
- If you’re not developing as a leader, your team won’t follow you.
- If you don’t have the right habits, mindset, and vision, no marketing system in the world will save you.
These books aren’t just about business—they’re about becoming the kind of financial advisor, business owner, and leader who thrives in any market.
14. The Go-Giver Leader
By: Bob Burg & John David Mann
Leadership isn’t about control—it’s about influence. The Go-Giver Leader redefines what it means to lead, showing that the most effective managers don’t demand results; they inspire them. For financial planners building a team, scaling a practice, or simply looking to lead clients with confidence, this book is a powerful guide to servant leadership. It’s not about being the boss—it’s about creating an environment where trust, collaboration, and shared success drive results.
Advisors who adopt this leadership mindset don’t just grow their business—they create a firm that people want to be part of. Whether it’s employees who feel empowered to take initiative or clients who become loyal advocates, the principles in The Go-Giver Leader teach you how to lead by giving, listening, and serving first. If you want to build a practice that thrives on trust and long-term relationships, this book is your roadmap.
Check out The Go-Giver Leader on Amazon.
15. Extreme Ownership
By: Jocko Willink & Leif Babin
Great financial advisors don’t just manage portfolios—they lead. Extreme Ownership delivers a no-excuses framework for leadership, teaching advisors how to take full responsibility for their business, team, and client relationships. Willink and Babin’s battlefield-tested principles apply directly to financial professionals: clear communication, decisive action, and the ability to own mistakes and fix them fast. Whether you’re leading a firm, managing a team, or guiding clients through uncertain markets, this book will sharpen your leadership edge.
Advisors who embrace Extreme Ownership build trust, resilience, and an unshakable mindset. Markets fluctuate, clients panic, and obstacles arise—but great leaders take control, adapt, and push forward. If you want to elevate your business, command respect, and create a culture of accountability, Extreme Ownership is your blueprint. No excuses. No finger-pointing. Just results.
Check out Extreme Ownership on Amazon.
16. Atomic Habits
By: James Clear
Financial advisors know that success isn’t built in a day—it’s the result of small, consistent actions over time. Atomic Habits provides a framework for improving daily behaviors, ensuring that every action compounds into long-term success. Whether it’s refining your prospecting process, improving client follow-ups, or mastering time management, Clear’s system helps advisors build habits that drive real business growth. The best part? You don’t need massive overhauls—just small, strategic tweaks that create unstoppable momentum.
Great advisors aren’t just disciplined; they design systems that make success inevitable. The difference between those who struggle and those who thrive isn’t motivation—it’s structure. This best seller teaches you how to eliminate bad habits that hold you back, create an environment that supports success, and build the kind of daily routines that separate top advisors from the rest. If you’re ready to work smarter, Atomic Habits is the guide to making success automatic.
Check out Atomic Habits on Amazon.
17. The Checklist Manifesto
By: Atul Gawande
The Checklist Manifesto reveals a simple but powerful truth: even the most skilled professionals make avoidable mistakes when they rely on memory alone. For advisors juggling prospecting, client meetings, compliance, and market strategy, a well-designed checklist can mean the difference between growth and chaos. Systems, not willpower, create reliability, efficiency, and better outcomes.
The best advisors don’t just wing it—they follow a repeatable process that ensures no detail gets missed. Whether it’s onboarding new clients, preparing for high-stakes meetings, or executing a marketing campaign, checklists turn complex tasks into foolproof systems. If you want to streamline your workflow, improve client experience, and eliminate costly mistakes, The Checklist Manifesto is your blueprint for building a practice that runs like clockwork.
Check out The Checklist Manifesto on Amazon.
Team Building & Practice Management Books for Financial Advisors
A solo practice can only grow so much.
At some point, there aren’t enough hours in the day. Your client base hits a ceiling. You can’t scale past your own limitations.
That’s why the best financial advisors, CFPs, and RIAs don’t just build a book of business—they build a team, a system, a process.
The difference between an independent financial advisor who’s always scrambling and one who’s running a million-dollar practice? Structure. Process. People.
At Bill Good Marketing, we’ve worked with top producers and industry leaders for over 45 years, helping them go from solopreneur to CEO. We’ve seen what happens when advisors embrace operational efficiency, client service workflows, and proper succession planning.
Here’s what we know:
- If you don’t have systems in place, your business owns you—not the other way around.
- If you’re doing everything yourself, you’re holding back growth.
- If you don’t plan for the future, someone else will—and it won’t be in your favor.
Scaling a wealth management practice requires more than just adding clients. It requires hiring the right people, training them well, and creating a structure that allows you to serve more clients while working less.
The books in this section will show you how to build, manage, and scale a financial advisory business that lasts.
18. The Million-Dollar Financial Advisor
By: David J. Mullen Jr.
The Million-Dollar Financial Advisor distills the habits, strategies, and mindset of top-performing advisors who consistently bring in millions in revenue. Through 13 universal lessons, this book offers a blueprint for not just growing your practice, but transforming it. Whether you’re just starting out or looking to scale to the next level, these insights provide a clear, actionable path to becoming a high-impact advisor.
What separates the best advisors from the rest? It’s not just technical knowledge—it’s how they build trust, create systems, and stay disciplined even in turbulent markets. The case studies in this book prove that elite success is possible for anyone willing to follow the right process. If you’re tired of trial and error and want a roadmap to sustained growth, The Million-Dollar Financial Advisor is a must-read.
Check out The Million-Dollar Financial Advisor on Amazon.
19. The Ensemble Practice
By: Philip Palaveev
The future of financial advising isn’t solo—it’s team-based. The Ensemble Practice lays out a roadmap for advisors looking to transition from a one-person operation to a thriving, scalable firm. The most successful wealth management businesses don’t rely on a single rainmaker; they build a structure where advisors, support staff, and specialists work together seamlessly to serve clients at the highest level. If you’re serious about sustained growth, increased profitability, and creating a firm that holds long-term value, this book is essential reading.
Advisors who fail to build a team eventually hit a ceiling—there’s only so much time in the day. Palaveev outlines the key factors for structuring an ensemble practice, from defining roles and responsibilities to creating career paths and partnership models that attract top talent. Whether you’re looking to scale, improve efficiency, or position your firm for acquisition, The Ensemble Practice shows you how to turn your practice into a true business—one that grows beyond you.
Check out The Ensemble Practice on Amazon.
20. Winning
By: Jack Welch
Winning is Jack Welch’s no-nonsense guide to excelling in any business environment, and for advisors looking to rise above the competition, it’s a playbook for long-term success. From creating a winning strategy to handling difficult clients and scaling an advisory firm, Welch’s principles apply directly to the challenges financial professionals face every day.
Success in financial advising isn’t just about knowledge—it’s about execution. Welch’s insights on leadership, accountability, and decision-making help advisors think like business owners, not just service providers. Whether you’re looking to buy a book of business, navigate office politics, or build a high-performing team, Winning provides the mindset and tools to dominate.
21. The Pursuit of Absolute Engagement
By: Julie Littlechild
Most financial advisors focus on growing their business, but few stop to ask: Is this the business I actually want? The Pursuit of Absolute Engagement challenges advisors to go beyond revenue goals and intentionally design a practice that supports their ideal life. If you’ve ever felt stretched too thin, overwhelmed by clients who don’t energize you, or stuck in a business model that doesn’t serve you, this book offers a blueprint for creating a firm that aligns with your values, strengths, and personal vision.
Advisors who thrive don’t just react to market demands—they build a business that fuels their passion and purpose. Littlechild’s research-backed insights help advisors structure their practice, client relationships, and team in a way that enhances both professional success and personal well-being. If you’re ready to stop running your business and start owning it—on your terms—The Pursuit of Absolute Engagement is your guide.
Check out The Pursuit of Absolute Engagement on Amazon.
These Top Books Are Just the Beginning…
Reading a good book won’t change your business. Action will.
You can read every “must-read” financial book on sales, marketing, client relationships, and wealth management. You can highlight key passages, nod along to the insights, even tell yourself, “Yeah, I should really do that…”
But if you don’t implement what you learn?
Nothing changes.
At Bill Good Marketing, we don’t just hand you a reading list and wish you luck. We help you execute.
For over 45 years, Bill Good Marketing has worked with top financial advisors, CFPs, RIAs, and independent financial professionals, giving them the systems, tools, and strategies they need to:
- Master sales and close more high-value clients
- Market their business so they never have to wonder where their next lead is coming from
- Build client relationships that lead to more referrals, loyalty, and trust
- Scale their business with the right team, the right processes, and the right structure
We’ve built the largest content library in financial services—over 4,000 pieces of proven, high-converting content designed to grow your business. From marketing templates to financial advisor coaching, referral systems, automation strategies, and succession planning, we give you the tools to build the advisory firm you’ve always wanted.
Because at the end of the day, knowledge isn’t power.
Applied knowledge is power.
So, pick up these top books. Read them. Learn from them. But most importantly—act on them.
And when you’re ready to take your business to the next level? We’re here to help.
Let’s talk. Let’s build. Let’s make sure your business isn’t just good—it’s Bill Good.
Contact our team today to learn more about how we help financial advisors win.
About the Author
Andrew D. White is the Director of Marketing at Bill Good Marketing, a firm with over 45 years of experience helping financial advisors scale their businesses. With deep expertise in advisor marketing, client acquisition, and retention strategies, Andrew specializes in creating high-impact campaigns that drive measurable results. His insights are grounded in real-world experience, working alongside top-performing advisors to refine prospecting, branding, and practice management strategies.
