Financial Advisor Marketing Ideas, Tips and Proven Growth Methods

Financial Advisor Marketing Ideas, Tips, Tricks. Proven ways to grow your business.

How to Grow Your Business During a Volatile Market

Volatile markets are something all financial advisors have to deal with sooner or later.  During my forty years in the industry, I’ve coached tens of thousands of advisors through multiple bear markets and dozens of market corrections.  The 1987 stock market crash.  The bursting of the dot-com bubble.  The aftermath of 9/11.  The Great Recession. . . Read More


If you hold seminars, there’s one type of invitation you should avoid at all costs

Poking through my email this morning, I saw a seminar invitation a client had sent us. It’s pulling about .25%. It took about 15 seconds to see what’s wrong with it. It’s a POSTCARD. Gasp. I have seen a long, tearful chain of failed postcard invitations. The last one was sent by a client who. . . Read More


How to Create a Billion-Dollar Team

How to Create a Billion-Dollar Team An FA with $1.5B in AUM reveals how your team can replicate his team’s success   The man to your left is Ed Blumenthal, a Philadelphia-based advisor with over $1.5 billion in AUM.  Along with his partner, Mark Eskin, Ed runs one of the largest and most efficient practices. . . Read More


Fantastic Prospects and Where to Find Them

Have you ever felt like tearing your hair out, because you just don’t know where to look for new prospects?  If so, the solution to finding fantastic prospects is surprisingly simple: To figure out what your best prospects look like and where to find them, first take a look at your best clients. Add this. . . Read More


New AUM for a New Year

PRESENTING: Four Top Prospectors Reveal Their Strategies for 2018 Don’t miss this amazing panel on the biggest webinar of the year! Over the last month, I’ve had some extraordinary conversations with four advisors about how they have raised an extraordinary amount of new AUM.  With each, I asked, “What’s the single biggest source of your. . . Read More


Beware the Bear – 2018 Market Commentary Webinar

BEWARE THE BEAR Preparing for what the markets might do in 2018 2018 Market Commentary Webinar Just recently, the Dow climbed over 24,000 for the first time.  After a tremendous year for most markets, the sun is certainly shining on Wall Street.  But what happens when it stops?  Are your clients prepared?  Are you?  It’s been. . . Read More


A Simple Way to Stand Out from other Financial Advisors

The importance of dripping For decades, I have coached financial advisors to send a letter to their clients and prospects every month on a topic of interest to them.  This is called “dripping,” and it’s key to: Client retention Business now New assets New clients There are many reasons why dripping is effective at all. . . Read More


How to Grow WITHOUT Prospecting

If you missed a great webinar… On Wednesday, November 15, and Thursday, November 16, I hosted a webinar on how to grow WITHOUT prospecting.  If you missed it, you can listen to the recording here. The highlight of this webinar was undoubtedly my guest, Ray Dunlap.  Check out these stats: 50 new prospects from one. . . Read More


How this FA raises $5M in new AUM every year from clients alone

This FA Raises $5M in New AUM Every Year from Clients Alone Learn the client marketing strategy of a million-dollar producer! The man to your left is Ray Dunlap – and he’s someone you really should listen to.  Ray is a CFP in Georgia with over $100M in AUM.  Last year, he reached an elite. . . Read More


Introducing our 2018 “Launchpad to a Double” Class

Here at Bill Good Marketing, our company slogan is, “Double your production or work half as much.”  Over the decades, we’ve helped thousands of advisors double their business…and many have doubled multiple times!   Now it’s time for you to start your own double.  Whether you’ve never done it before, or want to do it again,. . . Read More