Agenda - Bill Good Marketing



Learn from the Industries Top-Producers and Experts

Year after year, we invite top producers to share their secrets with Gorillas like you.

Don’t miss your chance to get the best practices, right from the mouths of advisors, like you, who have implemented them.

Please keep in mind that the times listed below are in accordance with Eastern Standard Time (EST).

Be sure to make changes to your schedule accordingly.

October 21, 2021

10:00 AM - 10:10 AM

Welcome & Orientation

Frantz Widmaier, CEO, Bill Good Marketing

10:10 AM - 11:10 AM

The Good Way to Grow: Using Events and Community Service to Get HNW Introductions

Barbara Hudock, CEO, Hudock Capital Group

11:10 AM - 11:20 AM


11:20 AM - 12:20 PM

Mergers & Acquisitions: How to Buy a Book to Build Your Book

Jeff Concepcion, CEO, Stratos Wealth Partners 

Peter Boronkay, Portfolio Manager, Raymond James Ltd.

Marc Spiegel, Registered Principal, FSC Securities Corporation

12:20 PM - 1:05 PM

Lunch Session: What’s Working Now

Matt Hicken, Sr. VP of Client Success, Bill Good Marketing 

Spencer Hicken, Sr. Success Coach and On-site Consultant, Bill Good Marketing

Logan Young, Success Coach, Bill Good Marketing

Mary Lee, Success Coach, Bill Good Marketing

1:05 PM - 2:05 PM

The New Seminar Success Zone: How to Get Started on Seminars

Justin Cramer, President, Officer, Pyle Financial Services

2:05 PM - 2:15 PM


2:15 PM - 3:15 PM

The Webinar Success Zone: How to Get Started on Webinars

Misha Schryer, President & Founder, Headway Financial Solutions 

Mark Trice, President, ClearVista Financial

3:15 PM - 3:25 PM


3:25 PM - 4:30 PM

Alternative Prospecting: Outside-of-the-Box Ways to Grow Your Business

John Halterman, Founder & Owner, Beacon Wealth Management

4:30 PM - 4:35 PM


October 22, 2021

10:00 AM - 10:05 AM

Welcome / Recap & Preview

Frantz Widmaier, CEO, Bill Good Marketing

10:05 AM - 11:05 AM

The Family Financial Advisor: Prospecting the Next Generation

Rob Kremer, Senior Vice President/Investments, Stifel – The Kremer Group

11:05 AM - 11:15 AM


11:15 AM - 12:15 PM

Podcasting Your Way To Sales Success:
How to Leverage Podcasting to Spread Your Brand and Build Your Business

Matt Halloran, Partner & Chief Relationship Officer, Proud Mouth

12:15 AM - 1:00 PM

Extended Lunch Break

1:00 PM - 2:00 PM

The Trusted Advisor: Branding Your Way to a Perfect Pipeline

Jenny Widmaier, Senior VP of Administration, Bill Good Marketing

Heather Noyes, Senior Vice President, Raymond James – CompassPoint Wealth Management Group

Scott Ferguson, Planner & Partner, Financial Concepts

2:00 PM - 2:10 PM


2:10 PM - 3:10 PM

The Good Way to Sell: Closing Skills & Best Practices

Brian Uhlinger, Financial Advisor, Wells Fargo Advisors

John Halterman, Founder & Owner, Beacon Wealth Management

Craig Murphey, Senior Vice President/Investments, Stifel – Murphey Financial Group

3:10 PM - 3:20 PM


3:20 PM - 4:30 PM

The More-Better Pipeline:
The New Processes, Scripts, and Prospect-Types That Comprise a More-Better Pipeline

Bill Good, Founder & Chairman, Bill Good Marketing

4:30 PM - 4:40 PM


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Client Testimonials

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