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.  Download my Surefire Team Development guide today!

 

 

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?
?
YES
How much time do you spend personally dealing with client service problems?
?
NONE
Do your clients ever call you directly, even when it’s not convenient for you?
?
NEVER  
Is your staff trained on how to effectively promote referrals and find additional client assets?
?
ABSOLUTLEY
Do you have a dedicated assistant for sales, and another specifically for service?
?
OF COURSE  
Do you have a dedicated Computer Operator to help maintain valuable client data?
?
 YES

 

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!

 

Downloads