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Free Marketing Help

ATTENTION Financial Advisors:

How to get 40 years’ worth of marketing help…for FREE!

When you first got into the financial industry, you probably didn’t count on all the marketing required to make your business grow. But it didn’t take long for you to learn that people don’t just walk in from the street to ask you for help with their investments. Nor do clients constantly refer friends and family just because you ask them to. All those things require marketing.

Fortunately, you don’t have to do it alone. We have over forty years of experience helping advisors market effectively. Forty years’ worth of wisdom. Cold calling scripts, prospecting strategies, client marketing tips, the formula to seminar success…it’s all below, right at your fingertips. Absolutely free.

Click any of the links below to learn more about how to market your business. And be sure to bookmark this page for future reference!

Do you dream of doubling your business but aren’t sure how long it will take – or if it’s even possible? Wonder no more. Just give us some data about your practice. We’ll analyze the numbers, then create a special, customized plan for you that shows where you can go in two years…and what you’ll have to do to get there.

A long time ago, Bill did a study that showed a financial advisor is worth $1,000 an hour. Are you making that much? If the answer is no, it’s time to increase your productivity. Click here to learn how.

Want to know the secret to making it as a financial advisor? Implement more best practices better. Instead of trying to reinvent the wheel, learn what the best advisors in the industry are doing to invest wisely, prospect constantly, manage the sales pipeline, and control their time.

You’ve heard many times that “Sales is a contact sport.” But do you have a contact strategy? Do you know who you’ve spoken with and who you haven’t? Do you have a plan for reaching all of your clients quickly during times of market volatility? After reading our free guide, you will.

Whenever there is bad or alarming news, clients need to be told what to think, and quickly. At BGM, we create all the material you ever need – from handholding letters to calling scripts – to ensure you always know what to do in the event of a crisis.

Thanks to new regulations, like the DOL Fiduciary Rule, the financial industry is changing quickly. But this isn’t the first time change has been in the air. From the computerization of the industry to the rise of fee-based business, Bill has seen it all – coaching thousands of advisors in the process. Here you will find information on how to navigate the turbulent waters of change that are currently rocking the industry.

Forget what you’ve heard: seminars absolutely still work. But there are seven key processes you must implement to achieve seminar success. Here, we show you what those processes are and how to ensure you’re doing them correctly through simple statistics.

Referrals: you want ‘em. But are you doing the right things to get them? Read our guide, “How to Get Referrals Without Asking” to find out.

Back in the mid 80s, Bill was the first person to realize that the only way financial advisors could make it in the industry was if they joined a team – or developed one for themselves. Since then, Bill has transformed the concept of team building from an art to a science. With his seminal guide, “Surefire Team Development”, you’ll learn everything you need to know to build a team that will transform you into a million-dollar producer.

Client retention is the sum total of all your activities that ensure each and every one of your clients continue to do business with you until they die. It is the most important practice for any company. Here we share with you a powerful formula that will ensure your clients stay with you through thick and thin.

Yes, cold calling still works, and it’s the quickest most direct way to generate new prospects…if you do it right!

The Sales Pipeline consists of all clients and prospects in the process of buying something. It’s a conduit through which all future business must flow. Here, you’ll learn how to keep leads flowing smoothly through your pipeline without getting jammed up for falling out.

According to studies performed by Bill Good himself, an advisor is worth $1,000 an hour when meeting with clients and prospects. But to truly make that much, you must manage your time the right way. Click here to learn how.

Event marketing is an important part of any marketing strategy. That’s because events are the single best way to get in front of multiple clients and prospects at once. Here, we give you all the resources you need to ensure your events go off without a hitch.

When good news happens to you, it’s critical that you let your clients know. It’s one of the best ways to brand yourself as an expert financial advisor. On this page, we give you some free tools to make “promoting good news” simple and effective.

“Selling” is the step-by-step process intended to increase desire to own the benefits of a product or service to the point where the desire outweighs fear of change. “The Good Way to Sell” is that step-by-step process. Here you’ll learn everything from the six selling skills you must master, how to build a great sales proposal, the magic sequence to close a sale, and much more.


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