Best Practices 2021 - Bill Good Marketing

Best Practices 2021

Matt Hicken, AAMS®
Sr. VP of Client Success

Bill Good
Founder, Chairman BGM

Best Practices

“Remember that time is money.” ­ Benjamin Franklin

Every day, thousands of advisors go into their office, close the door, and look at their massive “to-do” list. And every day, thousands of advisors make the same mistake.

What mistakes? Here is an example:

James Q. Sellers, financial advisor, goes into his office and looks at his massive “to¬do” list. He picks up the phone to call a prospect, then notices he’s received several emails. So, he responds to a couple of those first until his assistant pops in with some papers to sign. Then he remembers he has a meeting to prep for. He starts doing that when his phone rings. It’s a client with a question.

After chatting with the client for 30 minutes, he decides to check in on the markets. That reminds him of some investment research he has to do.

Then a few emails come in, and he decides to respond to them before they really pile up. Before he knows it, four hours have gone by, and the meeting he was supposed to prep for starts in 20 minutes and he never was able to call that prospect.

Over my 20 years in the industry, and Bill Good Marketing’s 44 years, we’ve seen more advisors work this way than not. It’s enormous mismanagement of time and probably the biggest culprit behind those dreaded ceilings on growth.

But here’s the Good News: the solution is simple.

So watch this webinar recording to see how I show you:

  • The optimal way to structure your day so you can see more clients and prospects.
  • How some of the best advisors in the business approach time management to create more $1,000 hours.
  • How to make better use of your team so they can protect your time.
  • 10 simple tricks to free up more of your time.
  • And more!
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