In 2021, the S&P 500 rose 26.89%.

These two speakers brought in $48M in new money.

In 2022, the S&P 500 fell by 19.64%.

These two speakers still brought in $37M in new money.

In 2023, these two speakers set a goal to raise $50M in new assets for 2023.

In the first quarter alone, they have already raised $14M. As of this writing, they are on pace for $56M for the year!

So, who are these two superstars – and how are they achieving such growth no matter the market?

They are:

Rhonda & Scott Ferguson – Financial First Responders: The Most Important Processes for People’s Most Important Needs

If there is any financial advisor in the world who truly embodies what the Bill Good Marketing System is all about, it is Rhonda Ferguson. And her son and successor, Scott, is now carrying the torch even further.

So, what are they doing to grow even when the markets are in free fall? When there’s a pandemic raging? What are they doing to keep new referrals, new prospects, and new assets coming in the door every week, month, quarter, and year?

It’s simple: They have processes for handling every single need a client or prospect has virtually the moment they need it. Every client. Every prospect. Every time.

The result: They are ridiculously TOP-OF-MIND with literally thousands of investors in their area. So that in any given week, there is someone thinking, “Wow, what would I do without Rhonda and Scott?”

In short, they are the FINANCIAL FIRST RESPONDERS for their community. That means no matter what is going on in the markets, or the economy, or the country, people will always turn to them.

At AdvisorCon, they are going to share their three most critical processes for handling people’s most important needs – and staying top-of-mind as a result. The three processes that ensure they never miss an opportunity to be a financial first responder for anyone. They’ll share their:

Community Service Process

On March 31^st, a major tornado outbreak struck northern Mississippi.

By 9am the next day, they had spoken to every client who’d been affected and found out what they’d needed. Then, they were able to turn their attention to prospects.

This is their Community Service Process – their checklist for rapidly doing anything and everything they can for their community whenever the unexpected happens. It ensures they are always front-and-center whenever people are in need.

Why You Need This: There is no better way to be visible in your community than by serving it. When people know you will be there when they need you most, they will end up turning to you when they need help with anything. Rhonda and Scott’s process will enable you to better identify opportunities to serve. You’ll also learn how to leverage your time and team to become well-known in your community. And while growth is emphatically NOT the reason Rhonda and Scott do this, massive growth is most definitely the result.

Beneficiary Process

When does a client need their financial advisor most? Whenever there is a major change in their life – like a death in the family.

Several years ago, Bill Good identified one of the biggest problems financial advisors face: Their baby boomer clients are starting to pass away… and their assets are going with them. In fact, on average, 85% of a client’s assets will leave the advisor’s management after they die.

To solve both these issues, Rhonda and Scott will share their Beneficiary Process. These are all the steps they take to ensure that both client and beneficiary are well-prepared in advance… and when the inevitable occurs, everything the client’s spouse or child needs is taken care of promptly and visibly. Bills, bank statements, estate issues, property titles and more, all handled with Ritz Carlton-level efficiency.

The result? Not only do the client’s assets stay… but the client beneficiary becomes a client, too, who will then bring their own assets and referrals to the table.

Why You Need This: You would be surprised how many of your competitors are NOT doing this. In fact, Scott Ferguson estimates that many of his prospects come to them because their existing financial advisor just doesn’t want to bother with it. By being a Financial First Responder for one of the most stressful moments of someone’s life, you ensure they become a raving fan forever.

And raving fans always tell their friends and family.

Personal Care Process

This last process is the piece de resistance. The secret sauce.

What does this process do? Here’s just a taste:

• When a client is preparing to retire, they get a personalized Retirement Basket based on their likes and interests
• When a stressed strategic partner CPA is dealing with tax filing deadlines, they get a “Tax Time Relief” box
• When a prospect has COVID, they get a special COVID-care package
• When a client is about to go on a major vacation, they receive everything they need to make the trip easier
• When that same client’s son buys their first car, they get a Congratulations Kit

Why You Need This: Many advisors will occasionally do this kind of thing.

For some of their clients.

Some of the time.

Rhonda’s and Scott’s process ensures that every client, every prospect, and every strategic partner gets this kind of personalized care all of the time.

The result: Well, we already mentioned their numbers, didn’t we?

As part of this process, Scott will also show you:

• How they use their CRM and social media to mine for data,
• How they find every occasion that should be celebrated, memorialized, or recognized
• How their team uses special digital tools to ensure nothing falls through the cracks
• The actual Speedbuttons/Workflows they’ve created to determine what people get, how they get it, and when they get it.

Take another look at what Scott and Rhonda have achieved: $98M in new assets in just 27 months.

During a pandemic.

And a bear market.

How are they doing it? By being Financial First Responders. For every client, prospect, connection, and strategic partner. Every single time.

At AdvisorCon, you will get everything you need to replicate their outstanding service models. Everything you need to handle people’s most important needs… every single time. The result?

Total Top-of-Mind Awareness with your entire community.

See you in Austin!