About us

Decades of Expertise, One Mission: Your Growth

We’re a team of marketing, sales, and operations experts dedicated to helping financial advisors succeed. With decades of experience, we provide the strategies, content, and support you need to grow and scale your practice.

Who We Are

We’re not just another marketing company. We’re the original marketing system for financial advisors. Since 1977, Bill Good Marketing has been helping advisors like you grow—really grow.

We’ve seen it all, tested it all, and perfected what actually works. Our system isn’t built on guesswork or theory; it’s built on decades of proven strategies, hard-won lessons, and a relentless commitment to helping advisors succeed.

What We Do

At Bill Good Marketing, we don’t just give financial advisors ideas—we give them a system that delivers real, measurable growth. Our approach is built on decades of experience, tested strategies, and a deep understanding of what actually works in financial advisor marketing. Here’s how we help you scale your business while working smarter, not harder:

World-Class Content

Great marketing starts with great messaging, and we’ve spent over 45 years perfecting it. Our content library includes over 4,000 expertly written letters, emails, social media posts, guidebooks, and marketing materials—all designed to attract prospects, deepen client relationships, and position you as the go-to advisor in your market. These aren’t generic templates; they’re time-tested, field-proven messages that help advisors bring in more assets and retain more clients.

Proven Growth Strategies

Marketing without a strategy is just noise. We provide advisors with a clear, step-by-step framework for growth, covering everything from prospecting and referrals to client retention and branding. Whether you’re looking to double your production, refine your niche, or build a high-net-worth pipeline, our system helps you:

Identify and attract your ideal clients
Convert prospects into loyal clients
Generate referrals without asking
Keep clients engaged and invested in your relationship

Technology & Automation

Time is your most valuable asset. Our system includes cutting-edge tools and automation that help you market more efficiently and communicate with clients at scale—without losing the personal touch.

From email campaigns and CRM integrations to lead tracking and workflow automations, we make sure your marketing runs smoothly while you focus on what matters most: serving your clients and growing your business.

Coaching & Training

Even the best strategies fall flat without the right execution. That’s why we don’t just hand you a system and send you on your way. Our team of experienced coaches and trainers—many of whom have worked directly with top-producing advisors—are here to guide you every step of the way. Whether you need help refining your messaging, improving your sales process, or staying accountable to your growth plan, we provide personalized coaching, live training, and ongoing support to ensure you see results.

At the end of the day, our mission is simple: to help you build a bigger, better business while actually enjoying your life.

Why Advisors Trust Us

Financial advisors don’t need more fluff, empty promises, or gimmicky marketing tactics. You need a real system—one that’s been tested, refined, and proven to generate sustainable growth. That’s exactly what we provide.

For over 45 years, we’ve helped thousands of advisors achieve extraordinary results—not just by bringing in more clients but by building businesses that stand the test of time. Our system isn’t about chasing quick wins; it’s about setting up a repeatable, scalable process that brings in consistent revenue, year after year.

Our financial advisors are with some of the top firms in North America:

Meet the Team

At Bill Good Marketing, we take our work seriously—but not ourselves. We’re a team of marketing strategists, sales pros, content wizards, and tech innovators who are passionate about one thing: helping financial advisors grow.

Our team is made up of experts with decades of experience in advisor marketing, sales strategy, automation, and client communication. We’ve worked with thousands of advisors, helping them implement proven systems that generate more leads, strengthen client relationships, and scale their businesses efficiently.

But what truly sets us apart? We care about your success as much as you do. Whether it’s writing high-converting emails, refining your sales process, or building automation that saves you hours each week, we’re here to help you execute at the highest level.

Frantz loves technology, electric vehicles, space travel and driving fast if possible. He is responsible for the long term vision of the company, the development and implementation of the software our company delivers and is very excited about how AI will be able to help our clients grow faster.

● Grew up speaking 3 languages
● Loves video games, spending time with his wife and kids, hates yard work.
● Was a professional composer (wrote more than 100 songs), and has decided he is going to space for his 50th birthday.

Frantz Widmaier

Chief Executive Officer

At heart, Bill Good is a disrupter. In 1982, he trained 40,000 rookies to prospect. In January 1986, he fused client marketing, prospecting, and practice management into a single marketing system. He developed the industry’s team concept. He built the only CRM that can manage the entire life cycle from prospect to client. Named one of the five top coaches in the United States by Wealth Management.

● First job: number crunching for the future Chairman of the Fed, Alan Greenspan, Bill’s first boss.
● Proposed to his wife (Joava) on their first date. They’ve been married nearly 50 years.
● As a child, he created a system for distributing Thursday night dinners to the dog. To this day, he still despises liver.

Bill Good

Founder & Chairman

Matt oversees our service division and is responsible for the success of every single one of our Gorillas. When he’s not tailoring different marketing strategies for our clients you can find him at the gym, with his family, or woodworking.

● Has held more exotic animals than the typical zookeeper
● Not a fan of the Newark Airport
● Motto: Pray, then go and do.

Matt Hicken

Senior VP of Consulting

Tony is the perfectionist of the company and ensures all material that we provide our clients is tiptop. If he’s not goofing off with Matt Hicken or telling you what’s wrong with today’s generation, he’s probably pacing around the office, on the phone with some of our top clients.

● Should seriously invest in a treadmill desk
● Has convinced himself he’s immortal
● Motto: Life is rock and roll, snowboarding, good food, and better friends!

Tony Parmenter

Senior VP of Client Success

Jenny has worked on all manner of projects as it relates to copywriting. It is both a well-honed craft and a well-loved activity. As Bill Good's daughter, she has grown up with one of the more prolific marketers in financial services, so stepping into that role was a natural progression. She works tirelessly to ensure the legacy her dad built is carried forward to the next generation of advisors.

● Was one of five judges who got to select a non-astronaut to visit the International Space Station. And no, it was not her husband.
● Has won multiple awards for content and copywriting, including the prestigious Telly and Golden Aurora.
● Believes (correctly) that sandwiches are a perfect food.

Jenny Widmaier

Senior VP of Administration & Marketing

Stephanie is responsible for finding chimps in the wild and turning them into Gorillas by implementing our system. When she’s not on a scheduled call (which is rare), you can find her outside – hiking, camping, or hacking her way around the golf course.

● Is obsessed with "The Greatest Showman"
● Double Diver (sky & scuba)
● Can’t live without: Her family, nature, and red meat

Stephanie Peterson

Head of Growth

Matthew not only oversees all content for our advisors but is responsible for writing a large majority of it! When he’s not crafting up the most heart-felt letter you’ve ever read he enjoys chess, stargazing and our great country’s national parks.

● Can’t live without: His Children & A Good Book to Read
● Is a secretive musical mastermind
● Not a fan of Flat-earthers

Matthew Bailey

Director of Client Content

Drew manages the branding and design of our marketing, making everything beautiful and cohesive as a whole. When he’s not working on new design projects, you can find Drew at the gym, fishing or locked away working on his next painting.

● "Caffeine-dependent" would be an understatement
● Natural enemy to asparagus
● Can definitely bench press more than you

Andrew White

Director of Marketing

Staci is our Executive Assistant to Sales, calendar wrangler, task slayer, and the glue that keeps our sales team moving forward. She’s the first to jump in, the last to back down, and the reigning champ of “quickest email reply.” When she’s not keeping us all on track, she’s out adventuring with her husband and their pup, Axel—usually somewhere with trees, stars, and zero cell service.

● Drives a Miata and knows exactly how to fix it
● Co-captain of the office shenanigans squad (alongside Kass)
● Believes camping isn’t complete without a dog, a fire, and a solid playlist

Staci Sprague

Executive Assistant to Sales

Megan another member of our success coaching team, she works diligently to ensure each and every one of her clients are implementing the best practices we have established throughout the years. When she’s not on the phone with one of our advisors you can find her painting on the patio, enjoying a plate of sushi with friends, or locked away reading the latest novel.

● Godmother to four dogs and one human.
● Secretly an avid Lego Collector
● Despises: Disorganization

Megan Spackman

Client Success Coach

As a success coach Aishah makes it her personal goal to see the success of each and every one of her clients. When she’s not helping Gorillas implement the BGM System you can usually find her hanging out with her comedy improv troupe.

● Can’t live without: A good laugh and her podcast playlist
● Is easily repulsed by: Dr. Pepper and Mayonnaise
● Considers herself and Dwayne “The Rock” Johnson, one in the same

Aishah Stone

Client Success Coach

Kassandra is the organizational powerhouse behind our onboarding process and keeps the entire coaching team humming along smoothly. If you’ve started working with us recently, chances are Kassandra helped make it seamless—with a smile and a spreadsheet. When she’s not leveling up client experiences or running point on projects, she’s usually biking around town, volunteering with youth programs, or tearing through her latest read (her Kindle might as well be surgically attached).

● Has written over 50 plays and one Dune parody (yes, really)
● Proud cat mom to Panther & Elephant, the embodiment of Yin and Yang themselves
● Multi-classed as a Project Manager and Rogue—proficient in spreadsheets and sneak attacks

Kassandra Torres

Client Service Coordinator

Ryan is one of our trusted Client Success Coaches, blending years of data experience with a passion for helping advisors make sense of their numbers. When he's not geeking out over automation or optimizing a workflow, he’s probably deep in the Utah mountains—paddleboarding, snowboarding, or being chased by four children (three boys and a baby girl).

● Once dreamed of being a lawyer—settled for being the wizard of spreadsheets
● Currently: Father of four humans, one dog, and an ever-growing collection of Magic: The Gathering cards
● Annual victim of the neighborhood fireworks show (and the reason we now have a fire extinguisher on standby)

Ryan Krage

Client Success Coach

Paige is our videographer, photographer, and video editing geek. She is the youngest in our office, but the quality of her work is Spielberg-level! (Although her humble-self would say otherwise)

● Self-proclaimed “Cat Lady in training”
● Secretly a Marvel Super-Nerd
● Would happily swim in a bowl of pho

Paige Stadig

Multimedia Content Creator

Phil is our G5 wizard, teaching new and old gorillas all about the CRM. When not working on new features of G5 or writing the latest documentation on the CRM, Phil can be found assembling and painting his latest and greatest character models.

● The Master of Puns
● Expert of anything Star Wars and Marvel
● D&D Guru

Phil Forbes

Gorilla 5 Product Specialist

Jack handles every software-related issue with ease. If you ever run into problems with your CRM there is no doubt Mr. Dangerfield will get it taken care of. When he’s not fixing software bugs, you can find him listening to audiobooks, jamming out to Metallica, or writing fanfiction.

● Is frustrated he can’t set whatever number he wants for his bank account balance
● Huge Lord of the Rings fan
● Can’t live without: His Laptop, brother, and chips

Jack Dangerfield

Software Support Technician