Financial Advisor Marketing Ideas, Tips and Proven Growth Methods

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

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


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