We Help Advisors Break Through $100M $300M $500M $1B In AUM
How Do We Do It?
Strategies developed over 45 years of helping the best advisors in the industry become better.
All of our strategies are distilled down into actionable, repeatable, best practices.
Exclusive Offer for Cambridge Advisors
Find out how much you can save because of our unique relationship with Cambridge.
Build the team that will take you to 1M in production and if you're already there...How about 1B in AUM and beyond?
Our branded content is intelligent, personal, and helps you increase your revenue year after year.
Our CRM is built to help you implement our growth system. Automating office procedures, marketing, and more.
Don't Just Take it From Us
David Nelson is President and Chief Executive Officer of NelsonCorp Wealth Management. He began his career in 1981, and shortly thereafter founded NelsonCorp Investment Services, the predecessor to today’s firm.
During his career, he has attained advanced education through the College for Financial Planning, based in Denver, Colorado, the American College in Bryn Mawr, Pennsylvania, and at the John F. Kennedy School of Government at Harvard University.
Check out what he had to say during the Cambridge Stronger Podcast with Amy Webber. Listen to the full podcast here.
“Before I started working with Bill Good Marketing, I was struggling to grow consistently. Then I decided to work with Bill Good Marketing.
I went to Gorilla Training and put in place what I learned there.Then I went to Launchpad. The marketing training I got there was great, but what really made a difference was the business planning skills I learned, as well as the processes I should be implementing on a daily basis.
Launchpad helped me gain a focus on what I should be spending my time on that actually creates growth. As a result, my production was $600,000, and hit $700,000 the next year.”
“I rarely have a prospect, or client for that matter, who comes in for their appointment with all of their documents and the top of pile is a Bill Good letter. That helps me know they came in because of those letters. Bill Good has helped me double my production a couple of times since I have joined with them.”
Special Cambridge Offer:
FREE Two Year Marketing Plan
Bill Good Marketing has been helping financial advisors grow their businesses for over 40 years. In that time we’ve developed a strategic framework that can help any advisor double their business in just a few short years.
We’ve had clients double two, three and even four times over the years of working with us.
Each and every one of those doubles started with our growth plan. Whether you are an RIA, or working with a broker dealer, just getting started or have decades of service under your belt our two year plan can put you on the path to new growth.
Your Personalized Plan
This is not a boiler-plate plan, but one tailored to you and is specific to financial advisors working with Cambridge. We’ve worked with 1000’s of advisors across the spectrum of companies.
We know the complexities of running a business and managing compliance. We will factor in everything from your likes and dislikes to the speed at which you’re prepared to move.
What will this plan do for you?
This consultation with one of our top coaches will show you:
- The current state of your business and what it will takes to double
- How long it will take for you to double your business
- The exact steps it will take for you to achieve a double
You can waste a lot of time and money figuring out what works. With this growth plan the exact steps you need to take are laid out for you.
We’ll show you:
- Which prospecting channels to focus on
- How to generate more referrals
- How to find and capture more assets from existing clients
- What metrics to shoot for, and more!
What's the Process?
First, you’ll fill out a short survey with some key details about the current state of your business.
After, we’ll set up a call to discuss the results of your survey so we can put together your plan. A coach will go through the plan with you during your consult.
What you do next is up to you.
You can take that plan and put it to use as many other advisors have. If you should decide that you’d like some help putting this plan into action, we’d be more than happy to work with you to grow your business.
Helping advisors grow is our passion, and life’s work.
Still not sure?
Here at Bill Good Marketing, we help advisors just like you “do a double” every year. It is totally possible if you have a plan on how to get there.
Some wise philosopher once said, “Failing to plan is planning to fail.” As a financial advisor, you know that better than most.
So ask yourself:
- Do you have a written plan, or is it all in your head?
- Do you keep it up to date?
- Do you refer to it frequently?
If the answer to any of those questions is NO, get started today.
The best time to get started is today, to be ready for tomorrow.
The Secret to Making Your Processes More Efficient & Effective
Featuring One of Our Top Cambridge Advisors, John Halterman
Processes! Whether you use Speedbuttons, Activity Plans, workflows, or good ol’ fashioned checklists, every practice depends on consistent, repeatable processes to grow. In fact, the highest-grossing FAs on our System usually reach the top because of their processes.
But ask yourself this question: If you could have a 10-step process or a 5-step process that accomplished the exact same thing, which would you choose?
That’s pretty easy. The 5-step process, right? When it comes to productivity, efficiency is king.
Now take it even further. What if you could not only make your processes more efficient, but more effective, too? What if you could transform that 10-step process into a 5-step… that helped you accomplish more than ever before?
That’s what this Cambridge advisor has done over the past year, as part of a major evolution of his entire practice. It started by taking a look at his Client Engagement process and asking his team, “What steps can we cut… without hurting our relationships?”
From there, John began pruning and refining nearly all his processes. He looked at his marketing processes making critical changes to how often he runs each type of event. He looked at his sales processes and evolved both his sales presentation and removed excess questions to only ask the critical ones. He evolved the way he does client reviews to make them more for the client’s benefit.
And in the process, he discovered something magical:
When you streamline your processes, you don’t just save time. You connect better with clients and prospects – because you save their time, too!
When John showed us what he was doing, we knew we had to invite him back to speak. We’re so glad he accepted, because…
In this recording, he’ll show you how to evolve your processes, too – so they become more efficient, more effective, and as Bill would say, more better!
- How to identify and remove bloat from the processes that support your business… so you can spend more time doing what you love with the people you love.
- How to simplify your sales presentation by honing in on only the critical questions with hot prospects. (This can dramatically shorten your sales cycle!)
- How to simplify your client engagement so that clients feel appreciated and cared for while not burying your team in administrative busywork.
- How to make your seminar, webinar, and client event presentations more exciting and engaging. (Hint: Talk less, listen more!)
- How scheduling listening sessions with your clients leads to more assets and referrals.
- And more!
Your business depends on processes. Every time you meet with a client, run a marketing campaign, hold a team meeting, execute a trade, or prepare a financial plan, you rely on them.
Now, you will learn how to make your processes take less time and get more done – so you can grow your business faster and see your family more.
That’s what you want, isn’t it?