Explore Our Free Resources!
While you wait until the conference, we invite you to explore a variety of resources we’ve carefully curated for you. These materials are designed to provide insights, tips, and strategies that can be implemented immediately.
Free Guidebooks
Imagine stepping into an elevator. The doors close, and you have a captive audience for just a few floors. The person beside you might be your next ideal client, but they turn to you and ask, “What do you do?” Now, the clock is ticking. You’ve got seconds—not minutes—to make a memorable first impression. What do you say? For financial
Are you struggling to fill rooms at your seminars? Does it feel like you’re doing everything right, but your results say otherwise? You’re not alone, and we’re here to help…
The Invisible Advisor Problem You’ve spent years building your business—offering sound financial advice, helping clients plan for retirement, and navigating wealth management strategies. But here’s the catch: If potential clients can’t find you online, it’s like your services don’t even exist. In today’s digital landscape, most people start their search for financial services on Google. Whether they’re looking for a
Recent Webinars
How strong is your communication strategy? Does it position you as the premier expert in your community whenever there’s volatility in the markets? Is it personal enough to show you truly care whenever a client is sick, scared, or grieving…
A few years back, during a particularly heated election season, one of our advisors, Steve H., faced the same pressures you’re facing now. The markets were unpredictable, clients were nervous, and it seemed like every day brought new challenges. But Steve didn’t panic. Instead, he implemented our Election Season Branding strategy…
This is your chance to gain insider knowledge that will put you miles ahead in the industry. Over the past year, our team at BGM has been hard at work, innovating, iterating, and fine-tuning the System to ensure you can achieve your goals faster…
When Neil McPeak Jr. — CFP®, CEPA® — joined his father’s practice fresh out of college, he was given one instruction: Learn to prospect. In other words, want to manage your own assets? Go out and find them yourself. (That wasn’t on his college curriculum…
HNW clients. You want ‘em. Everyone wants them. And you’ve likely gotten a dozen emails this month alone on how easy it can be to get more. But whether you’ve been in this industry for 1 year or 30, you know the truth…
Are you ready to unlock the formula that skyrocketed a Texas advisor’s AUM by 900%? Join us for an exclusive, one-time webinar revealing the strategies Mark Trice used to transform his $14M practice into a $134.4M business…
Recent Articles
Imagine stepping into an elevator. The doors close, and you have a captive audience for just a few floors. The person beside you might be your next ideal client, but they turn to you and ask, “What do you do?” Now, the clock is ticking. You’ve got seconds—not minutes—to make a memorable first impression. What do you say? For financial
The Invisible Advisor Problem You’ve spent years building your business—offering sound financial advice, helping clients plan for retirement, and navigating wealth management strategies. But here’s the catch: If potential clients can’t find you online, it’s like your services don’t even exist. In today’s digital landscape, most people start their search for financial services on Google. Whether they’re looking for a
Navigating the world of LinkedIn can be quite an adventure for financial advisors. Think of it as your digital playground, where connections, influencers, and prospects mingle. It’s not just about throwing your name out there; it’s about crafting a presence that resonates with LinkedIn users, turning your profile into a lead generation powerhouse…