Practice Management
Mastering Time Management
Time management is a critical topic because according to numerous industry studies, the number one thing advisors wish they have more of (besides assets, of course) is TIME.
Our own studies here at Bill Good Marketing show that you are worth at least $1,000/hour in gross revenue when meeting with and talking to clients and prospects.
But how often do you spend meeting and talking with clients and prospects? Probably not nearly as much as you would like.
Let’s make 2021 the year that changes!
Join Matt Hicken, AAMS®, as he shows you:
• The optimal way to structure your day so you can see more clients and prospects.
• How some of the best advisors in the business approach time management to create more $1,000 hours.
• How to make better use of your team so they can protect your time.
• 10 simple tricks to free up more of your time.
• And more!
General Education
2021 State of the System
This State of the System is probably the most important one we’ve done yet. Why? Because we’ll be briefing you on three of the most important changes our company has ever gone through – changes that will have a major impact on you.
• The first big change: Gorilla 5
• The second big change: New leadership
• The third big change: A new 110% Gorilla Chart
But wait! There’s more! Frantz and Bill will also update you on:
• Important additions we’ve made to our team over the past year
• New content we have come out with (Hint: A lot of it involves social media)
• Changes to our coaching program
• What we have in the works for the rest of 2021
• Why they’re both so excited for what the future holds!
Practice Management
Ten HR Mistakes that Put Your Practice at Risk
With Special Guest Todd Anderson of Platinum HR
HR can quickly become a slippery slope for any Advisor managing a team. Aside from legal complications, team management also means PTO policies, employee manuals, overtime rules, family leave – where mistakes can be costly, and in some cases can even put an Advisor out of business.
In this webinar, you will learn:
- Dangerous mistakes and pitfalls of HR if not handled properly
- Correct classification of exempt vs. non-exempt
- The various leaves of absence and how to manage them
- COVID in the workplace
- The proper ways to handle an ADA case
- How to conduct an HR investigation
Practice Management
Mastering Time Management
Time management is a critical topic because according to numerous industry studies, the number one thing advisors wish they have more of (besides assets, of course) is TIME.
Our own studies here at Bill Good Marketing show that you are worth at least $1,000/hour in gross revenue when meeting with and talking to clients and prospects.
But how often do you spend meeting and talking with clients and prospects? Probably not nearly as much as you would like.
Let’s make 2021 the year that changes!
Join Matt Hicken, AAMS®, as he shows you:
• The optimal way to structure your day so you can see more clients and prospects.
• How some of the best advisors in the business approach time management to create more $1,000 hours.
• How to make better use of your team so they can protect your time.
• 10 simple tricks to free up more of your time.
• And more!
Practice Management
How to Create a Billion-Dollar Team
With $1.5 billion in AUM, Ed Blumenthal heads up one of the most outstanding teams you'll ever see. In this webinar, Ed and Bill will explain the exact rules, processes, roles, and procedures his team uses every day - and how your team can replicate his team's success.
Prospecting
How to Dominate Your Market in 3 Years
with special guest Rhonda Ferguson
Rhonda Ferguson is one of our best and longest-running clients. She’s mastered many different forms of prospecting, from seminars and direct mail to relationship marketing and social media. She uses them all to dominate her market. ON this webinar, she’ll recount the various market-domination strategies she used when she was just starting out, and how they’ve evolved to the present day.
Client Marketing
How to Get More Referrals Without Asking
Do you want MORE referrals?
Are you TIRED of that awkward moment that comes after asking for a referral…which inevitably leads to nothing?
Would you like to LEARN a better way to get MORE referrals WITHOUT asking?
In this webinar, you will learn:
• Why you should almost never ask for referrals
• What the one exception to the "don't ask" rule is
• How to increase the number of unsolicited referrals you get every month
• How to thank clients for their referrals, and in the process,
develop more referrals
Prospecting
Triple Double
with special guest Rob Rose
Based in North Carolina, Rob has over $300M in AUM. He has doubled his production three times over, and is on track for a fourth. In this recording, Rob and his Director of Operations, Matt Hicken, will show you exactly how they doubled production – not once, but thrice!
Prospecting
Referrals Without Asking
Referrals. You want ‘em. But if you’re like most advisors, you’re probably not getting enough to grow the way you want. That’s probably because you were taught to ask for them. But asking is actually the worst way to get referrals. There are much better ways – and in this webinar, Bill will show you what they are.
It’s time for you to get MORE REFERRALS without ever having to ask for them.
Practice Management
How to Dominate Your Market in 3 Years
with special guest Ford Mays
I once asked Ford Mays, “If I dropped you into a new area, how long would it take you to become the top producer in that area?”
“Three years,” Ford answered immediately. “I know because I’ve done it.”
On this webinar, you’ll learn the 17 steps Ford took to dominate his market…and how you can dominate yours!
Client Marketing
When clients die, assets fly
Did you know that 79.6% of inheritors switch primary advisors after inheriting their money?
If a substantial percentage of your clients are retired, or could pass away within the next ten years, you must have a strategy for keeping their assets in-house. In this webinar, Bill will teach you a tried-and-tested strategy for building relationships and opening accounts with your clients’ heirs before your clients pass away.
Prospecting
The Seminar Success Zone
with special guest Chad Henry
If you want to grow your business, seminars are still one of the best ways to do it – and there’s no better seminar producer in the industry than Chad Henry. Chad brought in $28M through seminars alone in 2016, and then topped it with $32M in 2017! On this webinar, you’ll learn what Chad does to consistently generate new prospects through seminars.
Sales
Selling Advice
Effective selling is a process. It’s a series of steps, disciplines, tools, and techniques that you can apply to every client or prospect every single time. When done correctly, selling enables you find out what your clients and prospects really want, offer the solution, and then move the sale through to a timely, profitable conclusion.
On this webinar, you will learn Bill’s own sales process, which he has taught to thousands of financial advisors for over forty years.
Practice Management
Best Practices
with special guest Rob Rose
Rob is a financial advisor in Greensboro, North Carolina with over $300 million in AUM. More importantly, Rob is one of the best in the industry at setting a goal, planning how he wants to get there, and then creating simple, repeatable processes to make it happen.
On this webinar, Rob will show you the best practices he is constantly refining in order to make his business stronger (and larger) every year.
Branding
How to Be Found and Look Good
Many financial advisors make common mistakes with their website and social media presence – mistakes that can damage their brand. In this webinar, Bill will explain what those mistakes are, how to avoid them, and how to create a stronger web presence that gets prospects to call you. He’ll also show examples of some of the best financial advisor websites out there.
Prospecting
How to Make Sure Your Leads Never Dry Up
with special guest Steve Robbins
Steve Robbins is one of the best prospectors in the business. That’s because he created a diversified prospecting strategy that contains multiple sources of new leads. And by multiple, I’m not talking three or four. I’m talking seven.
In this webinar, Steve will detail his prospecting strategy, and how you, too, can create a diversified prospecting strategy that ensures your leads never dry up.
Prospecting
The Seminar Success Zone
with special guest Rich Liberante
Rich Liberante is one of the best in the industry at building his business through seminars. How do I know? Because in 2013, Rich had to build a whole new practice from a scratch. Now, he’s a million-dollar producer, mostly through seminars.
In this webinar, Rich will explain the seven key statistics for seminar success and how to achieve them.
Prospecting
How to Build a $100M Fee-Based Practice in Six Years
with special guest Joe Johnson
No clients? No assets? No problem. Joe Johnson, a financial advisor from Chicago, built a $100M practice from a standing start in only two years…almost all from seminars! In this webinar, Joe will share the science of seminar marketing.
Client Marketing
Find the Money: How to Capture 100% of Client Assets
Here at Bill Good Marketing, our studies show that most advisors control only 40-50% of their clients’ assets. That means there are millions more out there. In this webinar, Bill will show you how to perfect your client marketing so you can find and capture 100% of your clients’ assets.
