Some of Our Client Successes - Bill Good Marketing

Some of Our Client Successes

Bill Good Marketing - Helping Advisors Achieve Success for 40 Years

Our clients share their stories and experiences using our System.

Here's just a glimpse at what the System can do for you.

We have a lot of advisors that have been with us for more than 30 years. In fact advisors stay with us for an average of 15 years. Barry, one of our long time advisors shares his experience with us. Thanks Barry!

What does Barry say about the Bill Good Marketing System?

I am closing in on my first double and should have it nailed this year. I started with the Bill Good Marketing System at $35 million in assets and now am managing $62 million! 
Paul Lehingrat – Manitoba
I bought Bill’s book, “Prospecting Your Way to Sales Success” at the beginning of my career, became a System User about 2 years later, and never looked back. I’ve been consistently impressed with every interaction I’ve had with you as a company. I’ve seen others have success with Bill Good Marketing, and I’ve experienced success with Bill Good Marketing, and I truly believe that these guys are the best marketers in the financial industry.
David Goar – Utah
I’ve been on the System for over 20 years, and we still open accounts from prospects that have been in our database for over 10 years. When I started, I had under $30 million and production was under $300K. Now, my partner and I have $110 million and production is over $1 million. We have been through three firm changes and two terrible bear markets, and things keep on chugging. In fact, I first went to work at my firm in 1998. Ten years later to the day, I went into my manager’s office and told him that the S&P was lower than the day I started there, but my business had nearly tripled. Partnering with Bill and his organization was one of the best decisions I ever made.
Jim McDonald - New Hampshire
Dear Bill, I wanted you to know that in late October, we officially surpassed $1 billion in assets. It is also at least the third year in a row that we have grown production in excess of 20%. We are approaching $6,000,000. I began using your System in 2002 with about $570,000 gross.  Much of the success is due to you and your System. Thank you very much.
Ed Blumenthal – Pennsylvania
My whole job is centered around using the Bill Good Marketing System, and our business has been successful because of it. It has been the foundation of our prospecting program, and business has grown due to continued use of the System.
Robert Duenner - Oklahoma

Where in the world would I be without Bill Good?

When I met Bill in 1989, I was just four years into the industry, working for a very small boutique firm that underwrote and sold municipal bonds.  I had no real training and only a very small number of other reps in our office to learn from and share ideas with.  I saw an ad in Registered Rep magazine for one of Bill’s Marketing Conferences and made the decision to go . . . and was blown away!  All of these brokers, from all of these firms from all over the country, teaching me about what it takes to truly be successful in this industry. And of course, Bill himself…the one person who could attract all of this talent and give them a forum to teach the rest of us how to be better brokers, advisors, and business owners.  Bill is the architect of the greatest marketing system in existence.  And, I should know!  I have seen every iteration of the Bill Good Marketing System from the initial training at the Peery Hotel and the days of the huge automotive store binders, to "Gorilla Junior" and, finally, to the current edition that we rely on so much.  Believe me, whenever I have an opportunity to share just how powerful Bill’s System is and what it has done to transform my practice, I do. I have built my practice and my professional career around the principals that Bill preaches and the vast array of extraordinary people he continues to introduce us to.  That’s why I have been a faithful system user since 1991 - nearly 27 years!! Bill has seen me through all of the turmoil this industry throws at us, and I have gone from a young novice in the industry to a seven-figure producer by embracing his concepts and teachings.  I love my broker-dealer and enjoy going to their conferences, because it gives me an opportunity to reconnect socially with friends that I have made over the years.  But, if I want to sharpen my saw and really learn ways that I can do a better job running a wealth management office, I go to Bill.  His team, his website, his conferences. And, in the course of working with Bill over nearly three decades, we have become friends, and I truly value that personal relationship as well. I honestly cannot thank Bill enough for all he has done for me and everything he continues to do for me.  Thanks a million, Bill…literally!
Ray Dunlap -Georgia
I’ve been using the Bill Good Marketing System since 1993. It’s helped my business grow and I have nothing but GOOD things to say about it.
Walter Silicz, Manitoba
Bill’s promise has always been to “double production or work half as much.” I have always subscribed to the “work half as much” side of things. Thanks to his System, I do work half as much as I used to work when I was building my business, which gives me more time with my family!
W.K., South Carolina
Since starting on the Bill Good Marketing System, I have a process for everything, delegate many more tasks I used to do myself, and have achieved a very high closing rate with the ideal clients for my practice. Best of all? I have doubled my practice and now have 92% recurring revenue.
D. S., New Jersey
The Bill Good Marketing System manages all our client contact, mass mail, and monthly drips. It also automates most of our processes so they take less time. Bill’s System is the backbone that holds all our information together. Without it, we would die!
David Dickie, Texas
Dear Bill, I just wanted to tell you that I am in “Bill Good Heaven!” To add a bit of context, let me rewind just a bit to late 2017. In the last 10 weeks of 2017, I was able to bring in $3.4mm from a combination of 7 existing clients and 10 referrals. 2018 is starting off strong as well, as in the past two weeks I have initiated paperwork to bring in a $500,000 referral! A big “thankyouverymuch” to your System for the role it has played in making this possible!
Craig Murphy, Georgia

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."
B.U., Michigan
"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
"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. 
Steve Harvey – Virginia
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

Client Marketing - The Key to Organic Growth

The System contains numerous client marketing strategies, processes, and campaigns designed to help you retain and engage your clients. As you can see, our client marketing content can also help you grow your business by finding more assets in your book.

I just got out of the hospital. While I was there, my staff ran the Bill Good Marketing “Find the Money” campaign. 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 that 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 this account if it weren’t for the BGM Find the Money campaign!
Van O. – Pennsylvania
I finally started using the BGM “90 Day No Contact” script.  Over the past few weeks, I’ve set several appointments, have found upwards of $5 million in outside assets, and am in the process of bringing in around $3 million of that under management.
Jeff B. – Indiana
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!
Scott F. – New York

Prospecting the Good Way

With dozens of prospecting campaigns and strategies, the Bill Good Marketing System can help you generate, develop, and close more prospects then ever before. Here are a few recent prospecting-related successes other advisors have achieved through the use of our System.

I signed up for the Bill Good Marketing System at the end of September 2016. What really sold me was that Bill had developed the ability to manage multiple seminars. I have built my entire business on seminars. But I had a big problem. My response rate had fallen to .12%. That’s right. I sent out 10,000 invitations. 12 people responded. Bill said, “Send me your invitation.” I did. He analyzed every part of it. His conclusion: You need a professional seminar invitation company. Quit doing this yourself.” We followed his advice. The first seminar we did using our new seminar invitation, list and location pulled 84 people for the two events promoted by that mailing. It was a Thursday night. A couple signed up at the seminar to meet with us the following day.The meeting went well and two days later on Monday they contacted us wanting to come in that same day. Monday afternoon they became clients with assets of over $1,250,000. We have 15 more prospects that requested meetings. Thank you for the connection. The revenue from this account pays all our first year fees for the BGM System. These other 15 prospects will make that seminar extremely profitable.
client success
Rich Liberante – Arizona
We have just spent $3,500 on mailings running [one of your] prospecting campaigns. We brought in over $1,000,000 in new money!
Steve Robbins – Missouri
I recently followed some of Bill’s suggestions and have made the following changes to my process: Utilized the Bill Good Marketing brochure template. Used the Bill Good Marketing “Profile Process”. Changed how I communicate with prospects. Used the Bill Good Marketing “Proposal Template” to present recommendations. Since making the adjustments, I have closed 5 new clients in the last few weeks, for a total of $2.5 million in new business.  We also have a few prospects that will likely become clients after the holidays. These new clients are a direct result of taking Bill’s recommendations.
Selling Advice
Marcel Morin – Virginia

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