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
How to find $500,000 in new client assets every week
On Thursday, October 19th, I hosted a webinar on how to find $500,000 in new client assets every week. If you missed it, you can listen to the recording here. Why did I a host a webinar on this topic? Because most financial advisors think they control most of their clients’ assets. But here’s the. . . Read More
One Common Marketing Mistake Financial Advisors Make and How to Fix It
Here’s the common marketing mistake: emphasizing features instead of benefits. How common is it? Fact is, most financial advisors are making it right now. On their website, in their sales pitch, you name it. Why is this so important? Well, think of it this way. When you buy a new car, you don’t make your decision based. . . Read More