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Client Success – Letters

Helping Advisors Market for 40 Years

The BGM Letters Library: Quality AND Quantity

Our famous Letters Library contains over 4,000 letters, scripts, seminar invitations, reports, and more. From educational content to holiday letters to direct mail pieces, our letters will help you stay in front of your clients and prospects, which can lead directly to more business. Look below to see for yourself!

“I sent out Bill Good’s newest handholding letter on China and the recent market volatility. A client is now transferring in about $250,000 from Vanguard. Another client came in this morning with the letter and said, ‘You are spot on as it gets.” He is now transferring in the last $1,300,000 from the competition.”
R.M, Texas
"I was on the Bill Good System when I went from $300,000 to over $2,000,000 in nine years. That's one helluva growth rate. Recently, three different families have shown me 3-ring binders with all the letters I sent them. Most of these letters are from Bill Good Marketing. They love them, especially the holiday letters."
D.S., New York
"One of my clients has a wealthy spouse who I've been trying to work with for years. Recently, I sent them your 'Red Bandana' letter. My client called in to say, "your letter moved my wife to tears. We need to come in and meet with you." They came in, and his spouse moved $800k to my management, meaning I now have $1.2M between them."
R.M, Texas
"Dear Bill, One of the very first letters I sent out using the System was one of your Memorial Day letters. I literally got 8 handwritten responses from clients telling me why that letter touched them so much. Thanks for the recommendation!"
- Steve Harvey, Virginia

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"An inherited client with a small annuity came in to meet me for the first time after me handling the account for years, and after years of receiving my monthly Bill Good letters. When he sat down, he pulled out the “2017 Year in Review” letter. I had said in the letter to call or come by if he had questions, so here he was. We talked and he said that he’ll be moving about $1.6mm to me once he returns from a trip. Additionally, earlier today, another inherited client with a $26,000 account called in. I have had this account for almost 8 years, and I have faithfully sent monthly drip letters to her as well. When the client called, she told me that she and her husband needed to move all of their accounts from a competitor over to me.

This $26,000 client will end up being a total of 5 accounts with a combined balance of $1.27mm. I asked what prompted her to call me, and she said her husband had decided they needed to do something different, and they had recently received the “2017 Year in Review” letter, so it seemed like the natural thing was to let me assist. Not bad for the price of a stamp, every month, for a few years’ time! P.S. As an update, that last client I mentioned just called back and is planning to move an additional $2mm on top of the $1.27mm we’re moving today."
Craig Murphy, Georgia
I sent out your Election Day Branding Kit letters to my clients. Several of them passed those letters around, and the result is about $4 million in new assets from referrals from those letters. These new clients came in because their advisors are not sending that type of information.
Ed Blumenthal – Pennsylvania
Over the last few months, we have mailed 4 letters to a 401(k) participant with a small account balance. This morning, a guy stopped in the office and said, “I’ve been getting your letters and liked what I read; I wanted to come in to see you.” His wife (the participant) just left her employer and now wants to roll her 401(k). She also has a traditional IRA and a ROTH as well (all somewhere else). So does he. They are selling a rental property and will have that cash available to invest as well. So he asked if we could help them with all of it… He does not have email, but has six figures for us to invest. Dear Bill: please stop marketing your System to my competitors. They could save a lot of money on postage.
Curtis Neuman – Florida
I worked with a prospective client back in August. He held a $730k 401(k) which means that asset wasn’t touchable right now. But I provided him with 401(k) help and we talked about estate planning and importance of having a will, etc. This means that there was no current business to do, but lots of potential business. But at the end of my dictation notes, I wrote the following: “Let’s make sure to put him on a drip campaign [using Bill Good Marketing letters] so we can stay in front of him if he ever changes jobs.” This past week, he called us and told us that he had changed jobs and that he wanted to set an appointment to roll over his 401(k). Thanks to Bill Good Marketing for their great letters!
John Colegrove – Georgia
I had a prospect who was procrastinating since the death of her husband in 2015. She was stalled after interviewing several advisors. But I sent her drip letters, birthday letters, holiday letters, and market “don’t panic” letters over the span of eight months. As a result, these message campaigns helped me close a $2.7 million client yesterday.
Marc Spiegel – California
I love the Bill Good Marketing letters! By using them on various world news topics, I feel we have kept our clients better informed than ever.
Larry Panzeri, Massachusetts
The Letters Library contains the best collection of letters and information in one place. Bill’s birthday letters and special event letters are a big hit with my clients! Using them definitely saves me time, as I would never be able to write all the letters that the Letters Library has given me!
W.K, South Carolina