Financial Advisor Marketing Ideas, Tips and Proven Growth Methods

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

Key Sales Concept: The Three Phases of Profiling

If you’ve read my guide on The Good Way to Sell, you know that the sales process used by the top financial advisors goes as follows: Establish communication and rapport. Present credentials. Profiling. Prepare a SIMPLE proposal. Educate the prospect in the concepts necessary to decide on the changes they need to make. Present recommendations. Answer. . . Read More


How the Top Financial Advisors Invest in Themselves

Remember the old E.F. Hutton ad?  “When E.F. Hutton talks, people listen.” Well, on this special webinar, we have an incredible guest: Chad Henry.  Chad is one of the most impressive FAs I’ve ever met.  When he talks, other advisors listen.   Chad is one of the fastest-growing FAs in the business, and has been for. . . Read More


How to FIX YOUR PROSPECTING in 3 Steps

Ever wondered why you aren’t getting more prospects?  Why some prospecting campaigns just don’t seem to work?  Why you’re not growing?   Rich Liberante, a CFP in Arizona with practically nothing in AUM, had those same questions.  (He’s the man below.) Together, we looked at why his prospecting wasn’t working. We applied three steps to get. . . Read More


The Top 12 Best Practices of the Top Financial Advisors

You know it, I know it: Being a financial advisor is a tough job.  Over the course of my 40-year career, I’ve seen thousands try to make it, toughing out intense competition, market downturns, and massive industry changes…all to no avail. But I’ve also known many who did make it.  Advisors who not only survived,. . . Read More


Six Summer Prospecting Strategies For Financial Advisors

Most advisors take a break from prospecting during the summer, thinking there’s nothing they can do that will work.  They couldn’t be more wrong. Make no mistake, prospecting can be difficult during the summer.  But that doesn’t mean it’s impossible.  There are several prospecting strategies that actually work well when the weather gets hot.  Some. . . Read More


Building the Perfect System: An FA with $420 million in AUM shares his best practices

Next week, I’m holding a special webinar you do NOT want to miss.  I will be reviewing the results of a 10-year experiment — results that could have a profound impact on your own practice.  About a decade ago, an advisor named Rob Rose (that’s him on the left) came to me and said, “I. . . Read More


How to Build Goodwill and Generate Referrals Through Holiday Letters

SPECIAL OFFER! For a limited time, I’m giving away a FREE summer-holiday letter of your choice. Read the article below to see why.   The Simple, Sublime Importance of Holiday Letters I received a wonderful note from a client earlier this week. Here’s what he said: “Dear Bill, We must confess, we had no idea. . . Read More


How to Close 50% or More of Your Prospects in 90 Days

Introducing “The Good Way to Close” You’ve heard the old saying, “You can lead a horse to water, but you can’t make him drink.”   WRONG. With the right sales process and a strong close, any advisor or sales professional can get at least 50% of these horses to take a drink.  On my upcoming webinar,. . . Read More


Threat Assessment: Act Now to Convert These Five Threats into Opportunities

  Threat Assessment: Act Now to Convert These Five Threats into Opportunities   Author’s Note:  As usual, I have a lot to say and not enough space to say it. That’s why I invite you to visit www.billgoodmarketing.com/5threats. There I have posted webinars and strategies to help you deal with these threats to the viability. . . Read More


Five steps you must take if you want to DOUBLE your production

Do you want to grow your business?  Do you dream of a DOUBLE?  Then there are five steps you must take. In all my decades of helping advisors grow, just about every advisor who ever completed a double (most within 2-3 years) did AT LEAST three of these five things.   And I’m going to cover them. . . Read More