Built for advisors by the people that build advisors
Bill Good Marketing System
Marketing and CRM combined into one tool for exceptional growth.
Out of The Box Marketing and practice management
Out of the box G5 gives you the tools needed to automate your practice, improve marketing efforts and bring in more assets. Want more? Our consulting program has been instrumental in helping thousands of advisors double their production or work half as much.
- Practice Management Automations
- Our Legendary Marketing Content
- Client Retention Campaigns
- Email Sync
- Service Management
- Task Management
- Prospecting Campaigns
- Team Calendar
Join us today and claim your free trial
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Latest Articles
The world’s best performing CEOs run their companies for an average of 15 years. The top performers come in, run a fantastic business, and set it up to continue its current success for decades after they’ve departed. As a customer of some of these great companies, when that leadership transition is done correctly, we hardly notice the change…
In 2022, financial advisor David Baker defied the odds by generating $34.5M in new AUM despite a 19.4% drop in the S&P 500. How did he achieve this remarkable business growth? Through strategic marketing efforts, David expanded his client base and elevated his financial planning practice to a whole new level…
Every year, we talk with top advisors across the country. One of their key traits is they plan for and execute campaigns for growth. We help create customized growth plans for financial advisors like you – and every year, we review how well past growth plans have worked. That helps us see: What prospecting channels are working right now? Which strategies are working right now? Where are the best places…