Client Marketing Guidebook page - Bill Good Marketing

Client Marketing Guidebook page

Time to get MORE REFERRALS, MORE ASSETS, and MORE LOYALTY from your existing clients

Our new CLIENT MARKETING guidebook will show you how!

Client marketing is one of the most important aspects of your business. When done correctly, it ensures your clients stay with you in both good times and bad. It also leads to more assets and more referrals. So don’t neglect it.

But it’s not enough just to market to your clients. Your client marketing must be consistent. It must be effective. It must be designed with both retention and engagement in mind. It must educate your clients on what you do and how you benefit them. It must keep your name in every client’s mind, every single month.


“I just got out of the hospital. While I was there, my staff ran one of Bill Good’s client marketing campaigns. Even during all this, I still found an additional $2.5 million in assets from my hospital bed! There are lots of advisors who like to claim there’s no more money out there, that they already have everything and there’s nothing to find. My response? If I can find over 2 million when I couldn’t walk and couldn’t talk, other advisors shouldn’t have any excuse! I don’t believe I would have gotten these assets if it weren’t for Bill Good Marketing!"


We are up about $18 million in new assets for the year.The “Find the Money” campaign has opened up lines of dialogue with my clients. We have found a lot of money in new assets.  It’s also led to a lot more referrals. The System basically just runs itself at this point!

Why you should download our new guidebook, Client Marketing the Good Way.

It will show you:

The #1 rule of client marketing all financial advisors must follow

How to become the sole advisor for all your clients

The 6 steps to near-perfect client retention

How to create client engagement so more clients refer you

And More!

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