How to Build a Million-Dollar Team - Bill Good Marketing

Team Development


How to build a “Million Dollar Team”

Back in the 1980s, I was one of the first to start proposing “the team concept.”  That’s because too many advisors were telling me things like “Bill, I don’t have the time to prospect.” 

I conducted several studies of what advisors did with their time.  By the time the studies were complete, I had made a startling discovery:


A financial advisor is worth at least $1,000 an hour in gross revenue when meeting with and talking to clients and prospects. 


This discovery raised an immediate question: how can advisors get more of those $1,000 hours and less on the other stuff?  Work harder?  Longer? Delegate? 

Too many were already working 50-80 hours a week.

Conclusion: get some help so you can delegate “the other stuff.” 

My guide, Surefire Team Development,will show you:

  • Why a team is so important
  • What the optimal team looks like, and who should fill the key roles
  • The dos and don’ts of hiring an optimal team
  • How to train your team to bring in more referrals, assets, and growth
  • And more!

This is one of the most important documents I’ve ever written.  It really is worth your time.  So here’s my advice:

  1. Download my guide, Surefire Team Development(you can find it under “Downloads” in the bottom right)
  2. Read it. Internalize it.  Follow it. 
  3. Call Jill Webster at 888-495-7303 to learn more about all the various tools and resources my company provides to help you hire, train, and maximize your team.

Remember: you are worth $1,000 an hour when meeting with and talking to clients and prospects.  But you need a team to get there, the Surefire Team Development will help.


BILL GOOD MARKETING – First in the industry at helping FAs build their “Million-Dollar Team”

Is your team designed to help you grow?  Ask yourself:


Your Answer


BGM System User  

Is your calendar full of telephone appointments and personal meetings?
How much time do you spend personally dealing with client service problems?
Do your clients ever call you directly, even when it’s not convenient for you?
Is your staff trained on how to effectively promote referrals and find additional client assets?
Do you have a dedicated assistant for sales, and another specifically for service?
Do you have a dedicated Computer Operator to help maintain valuable client data?


If you can’t answer any of these questions, or if you don’t like the answer you came up with, Bill Good Marketing can help.  Specifically, we have:

  • Specific hiring packs for all the key positions on a Million-Dollar Team, containing sample ads, interview questions, and strategies for finding the best candidates
  • Training modules and tutorials for all key positions, so new team members can be up and running right away
  • Checklists and procedures for your staff to follow to ensure all critical activities get done correctly and on time
  • Tested scripts for your team to use to effectively promote referrals, find additional assets, and schedule more appointments
  • And more!



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