How This FA Doubled his Business in 2021 - Bill Good Marketing

How This FA Doubled his Business in 2021

How this FA doubled his business in 2021…
and how you can do it in 2022

Special Guest: Mark Stallsmith

Double your business or work half as much.” For decades, we at Bill Good Marketing have helped thousands of advisors accomplish this incredible milestone, often in just 2-3 years. Now, we’re thrilled to welcome a new advisor to the ranks of those who have “done a double.”

His name is Mark Stallsmith, and you really need to hear his story.

Mark is an independent financial advisor based in Pennsylvania.  He specializes in investment management, financial planning, and insurance services.  Over the last five years, he has gone from $60M in AUM to over $140M.  Over the last three years, he has doubled his revenue.  (Even more noteworthy: Much of this growth has come during the last two years during a pandemic!)

But what’s truly special about Mark isn’t the raw numbers. It’s that he accomplished a double by making four small but crucial changes to his business.

You see, several years ago, Mark realized his business simply wasn’t operating as efficiently as it should.

As a result, he was running himself into the ground trying to keep up. So, after a lot of thought and planning, Mark identified four areas of his practice that needed fixing.

Mark Stallsmith
Senior Advisor
Financial Essentials

Matthew Bailey

Matthew Bailey
Director of Content
Bill Good Marketing

Then, something magical happened. Addressing each of these areas didn’t just help free up Mark’s time. It unleashed a torrent of new growth.


Think of it like kinks in your garden hose. The water was always there, but it was blocked. Mark simply unblocked the flow – and the assets followed!

In this webinar, Mark will show you each of these four areas, what he did to improve them, and how to identify the kinks in your practice that are preventing your growth from surging.

On this webinar, you will learn what Mark did to “unkink” each of the following areas:

H.R. & TEAM MANAGEMENT

  • How to remove nearly all service work off your plate so you can focus on being a financial advisor, not a service advisor.
  • How to ensure each member of your staff is wearing the right hat…and how to identify which hats aren’t currently being worn at all. (This is so important!)
  • How to transition from a reactive, maintenance-oriented team to a proactive, growth-oriented team.

OUTGOING COMMUNICATION

  • One simple change Mark made that has led to skyrocketing top-of-mind awareness with his clients and prospects.
  • What types of information clients and prospects truly want to receive from you that leads to more referrals and more business.

REFERRALS

  • The stunning discovery Mark made as to why he wasn’t getting referrals – and the ridiculously simple change he made to fix the problem. (This is a change every advisor can make!)
  • How Mark gets referrals not just from clients, but from prospects, too! (You read that right. In fact, Mark estimates 72% of his referrals come from prospects. Incredible!)

RELATIONSHIP MARKETING

  • How Mark cracked the code to marketing during a pandemic by switching from selling advice to giving joy.
  • Mark’s unparalleled COVID-safe event strategy that gets clients to introduce Mark to their friends and family. (And gets these same introductions to corner Mark in the grocery store asking, “Why haven’t you called me yet?”)
Many advisors who want to double think that it’s all about running the perfect seminar campaign or calling every name in the phone book…when they don’t even have a practice capable of aggressive growth! As Mark puts it,

“Too many advisors – and I was one of them – try to grow their garden by watering their weeds.”

On this webinar, you’ll learn how to grow your garden by watering the flowers, not the weeds…after first unkinking your hose.

So, if your marketing results have stagnated and you’re not sure why…

If you’re spending countless hours in the office without seeing an actual rise in productivity…

If you’re simply not seeing the number of referrals or new assets you expect even though you’re breaking your back to get them…

I’m telling you: Do not miss this webinar. You will learn how to unkink the hose and unleash a torrent of new business that’s been waiting to flow.

You’ll get the seeds for growing your garden and making 2022 your best year yet. 

 

You must be logged in to access this content. New? Register now.

Zoho Register Test

To access our white papers, downloads, and updates to test zoho

This information will be used by Bill Good Marketing for the purposes of extending access to white papers, case studies, and for internal marketing purposes.  For additional information please see our full Privacy Policy

Registration Success!

You can now download documents, case studies, and white papers, as well as access webinars and other restricted content on our site. Look for the download buttons to download your files or the webinar recordings.

Login

Please Login below to access our white papers, downloads,
conference recordings and more.

Register

Below to access our webinars, white papers, downloads, and updates.

Register

To access any of the white papers, downloads, and updates.