As we all know, sales is a numbers game. So here are some numbers for you to evaluate your own process. From contact to client, moving prospects through the pipeline can log jam your entire sales process. Too many unqualified leads leave little room for real prospects. And that’s when you call us in.
You will be practicing the sales skills you learn using real-world scenarios. And we will drill it in until you know them cold. The Asset Accelerator is a financial advisor sales training program designed to effectively increase the number of new ideal clients gained each year.
Using a combination of business development tools, marketing content, and real selling skills, Asset Accelerator is a complete system of best practices designed to increase your sales performance and push you to the next level of your career. By the time you leave our class, these processes will practically be part of your very DNA. So applying them to your practice will be nearly second nature.
This financial advisor sales training program will cover essential topics, including:
Learn the proven multi-channel approach that best fits your business and can consistently generate your ideal clients.
Learn the proven multi-channel approach that best fits your business and can consistently generate your ideal clients.
Discover how to position yourself as the go-to expert in your niche, building trust and credibility long before your first meeting.
Master the art of gauging your potential client’s needs and readiness with strategic, low-pressure follow-up techniques that pave the way for successful deals.
Unlock the secret formula for closing sales efficiently and effectively, turning leads into loyal clients with a methodical approach.
Develop strategies to maintain energy and enthusiasm throughout your sales process, ensuring each win fuels your next success.
When you study the most successful financial advisors and sales professionals in this business, you will find that they each have a process. There’s no flying by the seat of their pants. They do what works. And they do it over and over and over again with repeatable and predictable results.
That is what you will have by the time you leave our class.
I’ve faced the challenges, the long hours during market turns, and the pressure of building a thriving business. I helped navigate a successful advisory team through a lot of the same problems you’re facing now. Using proven methods and testing new ones, we were able to achieve:
While I’ve sat in your chair and closed new business myself, I’ve also traveled around the country and spoken with some of the best in our industry. By documenting their best practices and ensuring they work for everyone, I’m able to pass on exactly what’s working now.
Over four decades in the financial services industry, plus tried and true processes, systems, and mindset tips.
From feeling stuck to mastering the sales game: Our founder, Bill Good, wrote the book on prospecting—two, in fact. Over the years, we’ve trained more than 50,000 advisors, helping them close more cold leads, double their referral rates, and break through the barriers to success.
It takes time, effort, and maybe a little grit, but by the end, you’ll have the tools to transform your practice—and your results will speak for themselves.
By enrolling in the Asset Accelerator sales training, you gain access to a comprehensive training experience designed to elevate your prospecting, branding, and sales strategies. Here’s what you’ll receive:
From structure and strategy to prospecting, branding, closing, and client retention, our financial services sales training program provides everything you need to scale your client base and close more deals.
Clarify your goals and create a structure that supports rapid, sustainable business growth.
Build a model day, prioritize tasks, and leverage your team to increase productivity.
Learn proven strategies to generate leads, manage your sales pipeline, and set high-value appointments.
Position yourself as the Trusted Advisor by crafting a powerful value proposition and establishing a strong digital presence.
Master the discovery process, ask the right questions, and build momentum toward a close.
Use advanced techniques like trial closes and personalized proposals to secure client commitments.
Address concerns and turn hesitation into enthusiasm with targeted scripts and strategies.
Develop a system that supports ongoing growth, making your success repeatable and scalable.
We see there are really three types of advisors who will most benefit from this course.
If you’ve relied solely on referrals and haven’t engaged in other forms of prospecting recently, your sales process might be a bit out of practice. This class will not only provide a much-needed refresher but also energize you to pursue new business opportunities confidently.
Improving your sales approach starts with understanding your current process and identifying areas for refinement. Through guided assessments and exercises, you’ll create a clear, step-by-step documented sales process, setting the foundation for consistent and measurable improvements.
Whether you’re a junior advisor just starting to build your closing skills or someone who has struggled to nail the process, this class is tailored to help you succeed. You’ll gain practical insights and strategies to confidently secure new business.
We’re thrilled to announce that the Asset Accelerator has a new home—our All-New Headquarters just south of Salt Lake City in beautiful South Jordan, Utah. While the days will be packed with hands-on learning and powerful instruction from our top coaches, your time outside of class will be just as rewarding. From the base of the Wasatch Mountains, you’ll have access to scenic trails, shopping, and world-class dining—all just minutes away.
Just a short drive from downtown Salt Lake City, our new headquarters provides the perfect blend of convenience and calm. You’ll still enjoy everything the city has to offer—without the downtown congestion. Whether you’re hiking in the foothills, grabbing dinner at a local favorite, or catching sunset views of the valley, your after-class experience will be just as memorable as the course itself.
By hosting the Asset Accelerator at our all-new headquarters, you’re not just getting world-class training. You’re stepping into our home base. You’ll meet the entire BGM team—from the executive team and writers who craft the System to the client success coaches who help advisors like you thrive every day. You’ll see firsthand how we operate, collaborate, and innovate—and you’ll leave with more than a playbook. You’ll leave with a team behind you.
We’ve also partnered with nearby hotels and offer free parking, with easy access to the freeway and TRAX rail line so you can get around with ease.
Want a personalized experience for your entire sales team? Matt Hicken, the architect behind the Asset Accelerator, will come to your office and deliver the full course tailored to your practice.
For *$35,000, you’ll get:
Let us come to you and transform your practice right where it happens.
*Pricing may vary for groups with more than 10 registered financial advisors. Please contact our team for details.
We see there are really three types of advisors who will most benefit from this course.
Asset Accelerator and Launchpad are two very different classes. The only overlap will be on Day 1 during the short introduction.
The end result of Launchpad is to get you up and running on the Bill Good Marketing System. It essentially is designed to structure the foundations of your business and give you an overview of each of the five pillars of the best practices that make up the System. Asset Accelerator is a financial advisor sales training course solely focused on generating more leads and closing more new ideal clients.
We will teach you to use some of our best profiling questionnaires, calling scripts, and templates. To support your efforts, we will also provide the marketing materials that keep prospective clients moving through the pipeline.
These are all field-tested and proven to unplug even the stickiest flow. But as part of this class, we will teach you the techniques you need to write your own scripts. That way the knowledge you gain becomes a repeatable step in the entire process.
Absolutely! We work with RIAs, independent broker-dealers, and wirehouse advisors nationwide. While the course is designed to benefit all financial services professionals, we recommend checking with your firm to see if you can allocate your budget toward the best sales training for financial advisors.
This is a class for salespeople. Any level of experience is welcome.
Since this is a class about learning and implementing best sales practices, it doesn’t really matter where you are in the game. You WILL get a lot out of it. After all, this is the class where some of the industry’s top salespeople first learned to sell.
Cold Calling
Yes! As one of the 12 key marketing channels, we’ll dive into how to grab attention and seamlessly integrate prospects into your sales pipeline.
Social Media
Yes, but perhaps not in the way you’re expecting. Social media and digital marketing is a powerful tool to strengthen your brand as a trusted advisor. We’ll discuss best practices for using it effectively in that role.
Yes! We have a campaign strategy that can be tailored for LinkedIn prospecting for those ready to commit. That said, we encourage you to explore all 12 marketing channels we’ll cover to find the best fit for your business.
Podcasts
No, not directly. While podcasts are fantastic for branding, we believe they rely too heavily on "going viral," which is unpredictable. It’s a great long-term branding strategy but not a current best practice for lead generation. (With that said, we do have a number of partnerships with other firms that can help you get your podcast off the ground.)
Webinars
Yes! We’ll discuss how to set up webinars, select impactful topics, and promote them effectively to drive attendance and generate leads.
Seminars
Absolutely! As the top mass marketing channel, we’ll spend significant time on strategies to plan, promote, and execute successful seminars that deliver results.
Bring a laptop, your existing sales documents, and any collateral you use during your sales process.
Also, this is a bootcamp, so come prepared for that mind shift. Sometimes changing bad habits and poor processes takes courage and commitment and a real willingness to learn new things. If you do not come mentally equipped for that challenge, you will not get what you are looking for out of this class.
If you are willing to put the reps in to find real sales success, then we will help you get there.
Yes!
The venue is equipped with High Speed Wi-Fi and Fiberoptic Internet Service that will be free to you.
Class will be held in the heart of Downtown Salt Lake City at the Broadway Media Towers.
Feel free to reach out to our Client Success Coordinator for our recommendations of things to-do/see in town.
The class fees ONLY cover your admission to the class -- three and a half days of expert instruction, guided practice, and course materials.
Travel expenses are not included in the class fee.
Yes, feel free to call into our office and ask to speak with our Client Success Coordinator. They can assist with flights, hotels, car rentals, and anything else you might need.
No, current BGM System subscribers and non-clients can attend as well.
We will cover this topic briefly, as many financial planners already use various financial planning programs. Our focus will be on a broad overview, discussing integration possibilities, and offering recommendations for those who need them. Specifically, we will explore popular financial planning software options like eMoney and MoneyGuide Pro, highlighting how they can be effectively utilized during the sales cycle.
Tel: (800) 678-1480
Email: info@billgoodmarketing.com
Bill Good Marketing Inc.
12936 Frontrunner Blvd, STE 170
Draper, UT 84020
