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
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