Welcome Ignite 2021 Advisors - Bill Good Marketing

Welcome Ignite 2021 Advisors

Welcome Ignite 2021 Attendees

We Help Advisors Break Through $100M $300M $500M $1B In AUM

0
Best Practices
0 +
Teams Helped
$ 0 B
From "Find the Money"
0 %
Avg. Growth

How Do We Do It?

Proven Strategies

Strategies developed over 40 years of helping the best advisors in the industry become better.

Best Practices

All of our strategies are distilled down into actionable, repeatable, best practices.

Exclusive Offer for Cambridge Advisors

Find out how much you can save because of our unique relationship with Cambridge.

Practice Management

Build the team that will take you to 1M in production and if you're already there...How about 1B in AUM and beyond?

Branded Content

Our branded content is intelligent, personal, and helps you increase your revenue year after year.

Proprietary Technology

Our CRM is built to help you implement our growth system. Automating office procedures, marketing, and more.

Don't Just Take It From Us

Meet Jacqueline

Jacqueline is a small boutique advisor based out of South Carolina. 

When starting on our system she said she had her concerns due to the big promises and low delivery of other industry ‘helpers’ she’s worked with in the past. 

Recently she reached out in August to say that is no longer the case. 

She said that 4 years ago, before they began with BGM, they were stuck  $76M in AUM for years and just couldn’t get past the $100M mark.

In the last 4 years they have raised AUM to $165M.

She said they have only implemented SOME of our system and know there is more they can do and, if they are able to even accelerate that pace, it will make for some exciting years to come.

Jacqueline explained to us she could not have raised that much in AUM without what he has learned from our system

Meet Mark

“Before I started working with Bill Good Marketing, I was struggling to grow consistently. Then I decided to work with Bill Good Marketing.

I went to Gorilla Training and put in place what I learned there.Then I went to Launchpad. The marketing training I got there was great, but what really made a difference was the business planning skills I learned, as well as the processes I should be implementing on a daily basis.

Launchpad helped me gain a focus on what I should be spending my time on that actually creates growth. As a result, my production was $600,000, and hit $700,000 the next year.”

“I rarely have a prospect, or client for that matter, who comes in for their appointment with all of their documents and the top of pile is a Bill Good letter. That helps me know they came in because of those letters. Bill Good has helped me double my production a couple of times since I have joined with them.”

Special Cambridge Offer:

FREE Two Year Marketing Plan

Bill Good Marketing has been helping financial advisors grow their businesses for over 40 years. In that time we’ve developed a strategic framework that can help any advisor double their business in just a few short years.

We’ve had clients double two, three and even four times over the years of working with us. 

Each and every one of those doubles started with our growth plan. Whether you are an RIA, or working with a broker dealer, just getting started or have decades of service under your belt our two year plan can put you on the path to new growth.

Your Personalized Plan

This is not a boiler-plate plan, but one tailored to you and is specific to financial advisors working with Cambridge. We’ve worked with 1000’s of advisors across the spectrum of companies. 

We know the complexities of both sides and compliance. We will factor in everything from your likes and dislikes to the speed at which you’re prepared to move.

What Will A Growth Plan Do For You?

This consultation with one of our top coaches will show you:

  • The current state of your business and what it will takes to double
  • How long it will take for you to double your business
  • The exact steps it will take for you to achieve a double

You can waste a lot of time and money figuring out what works. With this growth plan the exact steps you need to take are laid out for you.

We’ll show you:

  • Which prospecting channels to focus on
  • How to generate more referrals
  • How to find and capture more assets from existing clients
  • What metrics to shoot for, and more!

What's the Process?

First, you’ll fill out a short survey with some key details about the current state of your business. 

After, we’ll set up a call to discuss the results of your survey so we can put together your plan. A coach will go through the plan with you during your consult.

What you do next is up to you.

You can take that plan and put it to use as many other advisors have. If you should decide that you’d like some help putting this plan into action, we’d be more than happy to work with you to grow your business.

Helping advisors grow is our passion, and life’s work.

Still not sure?

Here at Bill Good Marketing, we help advisors just like you “do a double” every year. It is totally possible if you have a plan on how to get there.

 Some wise philosopher once said, “Failing to plan is planning to fail.” As a financial advisor, you know that better than most. 

So ask yourself:

  • Do you have a written plan, or is it all in your head?
  • Do you keep it up to date?
  • Do you refer to it frequently?

If the answer to any of those questions is NO, get started today.

The best time to get started is today, to be ready for tomorrow.
If you decide you’d like help putting this plan into action, we can help with that too.

Access Your Exclusive Webinar

Alternative Prospecting - AdvisorCon 2021

Featuring One of Our Top Cambridge Advisors, John Halterman

Sometimes, when we meet with a financial advisor, we know within five minutes that they’ll make a great speaker.

John Halterman was one of those.

Earlier this year, we went out to West Virginia to do an onsite consultation with John.  Before the week was out, we knew we needed him as a speaker at our annual advisor conference.

In this presentation we bring you a Cambridge advisor who has elevated his clients’ experience to a whole new level, and that has created some raving fans.

In fact, year-to-date, John and his team have received 15 referrals and introductions. That, along with new assets from existing clients, has helped the team grow by $30M so far this year.

Why did we want John to speak so badly? Because John is growing by leaps and bounds – but he’s not doing it the traditional way. No, John is a true master of alternative prospecting. Specifically, he has mastered the following channels:

 

John Halterman (1)

John Halterman, CWS®,  AIF®
Founder and Owner of Beacon Wealth Management

VIDEO & TELEVISION

John has been featured on NBC, Fox, CBS, ABC, and other channels. Several times per week, he films 1-3 minute “Wisdom to Wealth” videos that appear on numerous platforms. The result? He has become known as the expert in his area, where everyone wants to work with him. This year, John has picked up 20 new clients from his videos alone.

(Fun story: Earlier this summer, John was hiking in the woods when a stranger called out, “Hi John!” When John asked how they knew each other, the man said, “I see you on TV all the time. I think of you as my financial advisor. When I get ready to retire, you’re the man I’m going to call.”)

EVENT MARKETING

Event marketing is rapidly becoming on par with traditional seminars. John has built an incredible event program that is second to none. From small, targeted events to huge client blowouts to events for the broader community, John has come up with some of the most creative event ideas we’ve ever seen.

And wait till you see how he’s transformed his office for his events!

TARGETED, IN-PERSON PROSPECTING (TIPPING)

“Tipping” has long been one of Bill’s favorite channels…and it’s how John initially built his business. John used this to get in front of both corporations and important civic groups in his area, to outstanding results. If you’re a junior advisor who is looking at how to “make it rain”, you’ll really want to pay attention to this.

In this webinar he will explain:

  • How to film short, easy-to-make videos that make a tremendous impact on the viewer.
  • The secret to getting on local TV stations. (It’s easier than you think!)
  • How to get your Broker/Dealer to work with you on using TV and video.
  • How to leverage YouTube and other platforms.
  • The formula John has discovered that gets clients dying to go to your events…and bring friends!
  • Creative event ideas that will get the whole town talking!
  • How John gets in front of corporations and civic groups…and how to get their members asking, “When can I come in to meet with you?”

Webinar Recording

Interested? Call us at 1-888-495-7303

Get better results

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.