Altitude CRM
The First AI-Native CRM Built for the Bill Good Marketing System
Manage your practice. Deepen client relationships. Automate proven growth strategies.
Built for the Way Financial Advisors Actually Work
Backed by 45+ Years of Growth Expertise
For decades, Bill Good Marketing has helped advisors double production, work half as much, and build lasting client relationships.
Now, we’ve taken the 118+ best practices proven to increase referrals, retain clients longer, and build efficient teams—and made it possible to implement them through our intelligent platform.
Meet Altitude, the only AI-native CRM created specifically for financial advisors. Altitude won’t do the work for you. But it is the vehicle that makes it possible.
A Full-Featured CRM
Everything Financial Advisors Need to Grow, Built Into One CRM
Altitude isn’t just another CRM. It’s designed to help you implement the System that’s built million- and billion-dollar practices.
Pathfinder AI
The AI Super Assistant, Built for Advisors
Pathfinder is more than voice-to-text or meeting summaries. Because it’s trained on the Bill Good Marketing System, it knows the strategies, workflows, and touchpoints that actually drive growth.
That means when you log a note, search for a client detail, or ask what comes next, Pathfinder can guide you toward the right action—backed by decades of proven advisor success.
It’s like having a strategist and an assistant working side by side: always learning, always ready, and always focused on helping you grow.
Client Communication
Reach More People.
Stay Personal.
With Altitude, you don’t start from scratch. It’s fully integrated with the BGM content library—the largest collection of proven advisor marketing campaigns in the industry. From automated birthday letters to timely market updates, referral promotions, and targeted email sequences, you’ll have 4,000+ pieces of content at your fingertips.
Operations
Workflows That
Run Themselves
Managing tasks, setting permissions, and automating follow-ups shouldn’t take up your whole day. With Altitude, your operations stay organized — and your team stays focused.
Contact Management
One System to Manage Every Relationship
Households, companies, contact history, segmentation — all in one place. With Altitude, you’ll always know who your clients are, what’s next, and what’s most important.
Opportunity Management
Turn Prospects Into Clients — Seamlessly
Track every opportunity from first meeting to close with a visual pipeline that reflects your real sales process. Know where each deal stands and what comes next.
Calendar & Email
Everything Connected. Nothing Missed.
Sync your Microsoft account to Altitude and get full visibility across client communication, tasks, and appointments — without switching tabs.
Compliance (Coming Soon)
Fast, Personalized, and Compliant
Altitude helps you move quickly without sacrificing oversight. With built-in approval workflows and audit-ready tracking, you can scale communication and still meet compliance standards.
Ready to See Altitude in Action?
The best way to understand Altitude is to see it live.
Book your personalized demo today and experience how AI-first technology can transform your business.
Tel: (800) 678-1480
Email: info@billgoodmarketing.com
Bill Good Marketing Inc.
10610 S. Jordan Gateway
220 3rd Floor,
South Jordan, UT 84095