From the Vault: Pandemic Practice Management - Bill Good Marketing

From the Vault: Pandemic Practice Management

From the Vault: Pandemic Practice Management

After two long years of COVID-19 changing the way we live, the new Omicron variant has turned up the heat and, in many ways, forced us back to living like it’s 2020.

With this backward transition, we decided to reveal the ace up our sleeve — a secret arsenal full of amazing pandemic prospecting potential, from legendary Advisor, Ed Blumenthal.

Ed is a force to be reckoned with in the industry. During 2020, he and his team managed investment portfolios valued in excess of $1.7 billion. As of September 2021, he has crossed the $2 billion line and is continuing to climb.

His book is filled with clients coming from an array of industries such as non-profits, small businesses, individuals, medical practices, and more.

As someone who has leveraged our System to build his practice to the mammoth it is today, Ed is an implementation maven.

Our 2020 Advisor Conference was a turning point for the industry as it saw transformational change happening all around. This conference served to bring together advisors from different firms to share strategies and ideas about how to best move forward, with success but also safety during these wild times!


In this replay, you will see Ed share his approach to practice management during the COVID-19 pandemic, including:

  • How he adapted his system for managing his enormous practice to address the unique transition to working remotely.
  • How he translated the processes in place to maintain (and even grow) the relationships he had established with his clients, with no lapse.
  • His approach to implementing best practices to ensure his practice remained orderly and disciplined in a way that does not require you to sacrifice long-term goals.


This replay is a perfect refresher for tackling the new Omicron variant in your business! Ed’s amazing insights are great reminders of ways to get your practice ready for growth during a pandemic.

You don’t want to miss this special event because it’ll only be available for 24 hours before going back into our client-only vault.

So, please join us as we open our webinar vault for the very first time!


That’s right! On January 26th, we’re to share a recording from PandemiCon, our 2020 Advisor Conference about all things COVID.

For one day — and one day only — you can watch this recording for FREE!


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