Get Organized - Bill Good Marketing

Get Organized

Get Organized!

You know it's about time...

Recently a fascinating web search turned up the “Benefits of Getting Organized.” 

They are:

  • Less stress
  • Relax more
  • More family time
  • Improved health
  • Better example for kids
  • Fewer little jobs
  • Find things quicker
  • More time for yourself
  • Feel good about your environment
  • Accomplish more
  • Feel empowered
  • More confident
  • More control
  • Make a good impression
  • Become more motivated

What Can We Do for You?

The Bill Good Marketing System has two goals:

1. Double your production or help you work half as much, and do it in two years or less.
2. Get better organized.

The first goal is and has been the reason we created the Bill Good Marketing System in December 1986.

And the second goal came about from countless clients telling us that one of the biggest benefits of working with us is our ability to help them get organized. 

So we added it goal as an official goal. 

Being better organized is an end in itself, not just a stepping-stone to bigger production or greater time.

If you are better organized, you don’t bolt awake in the middle of the night realizing that Velda Bluehaire’s bond matured yesterday. You don’t scramble in a panic just before prospect meetings worried you’ve forgotten something.

All of that is handled by implementing one (or several) of our best practices. In fact, we have 123 best practices that create growth. 

That’s what we do.

We systematize, organize, and in many instances automate, thousands of routine tasks so you don’t have to think about them anymore.

We buy you the time to focus on being the great Advisor that you are.

How Organized Are YOU?

Master Your Relationships Through Client Marketing

Before finding new business, we ensure you don’t lose clients off the bottom of your book. We help you build strong relationships with every single client, their friends, and most importantly, their heirs. 

We have a powerful process to build your brand big enough so that there is no room for any thoughts of other advisors. 

Our strategies focus on:

    • Retention: We first focus on client retention because “keeping what you’ve got” is the first responsibility of any business.
    • Business Now: Our clients are our major source of revenue. We have developed proven techniques to find those clients ready to do business NOW.
    • Business in the Future: No one is close to our abilities to help you find future business, stay in touch and be there when the client (or prospect!) has an investment decision to make.
    • Promoting Referrals: We do not believe in asking your clients for referrals. It puts them on the spot and makes you uncomfortable. Instead, we teach you how to promote referrals. Our objective is simple: create a “referral consciousness” so that when a referral to a financial advisor is appropriate, your clients will think of you.

Our campaigns are successful because we invest the time and money into testing them, so you don’t have to. 

We provide you with a massive library of content, filled with messages that build your brand as Trusted Advisor. We know they work because they generate both referrals and AUM for our clients. We estimate that our content alone helps our clients bring in more than $1B in AUM each and every year. And that’s probably grossly underestimated. 

Through these time-tested and proven messages, we help you create an emotional bond with your clients, their families, and their friends. 

And that lead into some serious ROI. 

Automate Your


With competition heating up and excessive market volatility, you don’t need to be convinced of the necessity of prospecting. It’s a given.

To that end, we help you fill your pipeline by:

    • Automating targeted prospecting campaigns and Monthly Drip messages
    • Giving you the tools and strategies to boost your client referrals through our ‘Referrals Without Asking’ Campaign
    • Teaching you a powerful strategy that targets Social connections who are otherwise off-limits for prospecting
    • Reviewing seminar and webinar presentations and systematizing your lead processing follow-up so no one falls through the cracks!

What this buys you, are three to four new channels of prospecting that you hardly have to think about.

But I won’t lie. It’s a lot of work for you. It’s a lot of work for us. To really make this work, we need your commitment. 

Because nothing worthwhile is ever easy, is it?

All "GOOD" Things

About Us

BGM is an industry leader and innovator in the Financial Services Marketing and Practice Management industry for 42 years now.

We are comprised of some of the brightest minds in implementation, operations, marketing, content, sales strategy, and of course managing a practice like yours.

Some of our clients represent the top 10% of producers in their firms, and we have helped more than 5,000 teams double their production or work half as much.

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