MOST RECENT
Three Powerful Prospecting Strategies for Summer 2023
Most advisors take a break from prospecting during the summer, thinking there’s nothing they can do that will work. They couldn’t be more wrong. Make no mistake, prospecting can be difficult during the summer. But that doesn’t mean it’s impossible. There are several prospecting strategies that actually work well when the weather gets hot…
Prospecting
Three Powerful Prospecting Strategies for Summer 2023
Most advisors take a break from prospecting during the summer, thinking there’s nothing they can do that will work. They couldn’t be more wrong. Make no mistake, prospecting can be difficult during the summer. But that doesn’t mean it’s impossible. There are several prospecting strategies that actually work well when the weather gets hot…
The Four Investment Rules That Will Win You New Business
The new SEC Marketing Rule contains multiple prohibitions and restrictions that all investment advisors must follow when it comes to their marketing – especially when it comes to marketing their investment performance.
But while this new rule makes selling trickier, it also presents an opportunity for some advisors to get ahead of the game. That’s because Ric and Connor have four rules of their own…
The 12 Letters Every Advisor Should Send in 2023
Interest rates have skyrocketed. The markets have been rocky. A recession, in all likelihood, is coming. Ask yourself right now: “Where is my growth going to come from in 2023?” Chances are, the two main places are referrals and new assets from existing clients. If so, you’re going to love this webinar – where we’ll show you how to maximize both channels in 2023 using one simple tool: Content…
Client Marketing
How this Advisor Averages 60 Referrals Per Year
Discover the secret to over 60 client referrals per year with Bryan Sarff, a Certified Financial Planner in Overland Park, Kansas. Watch this webinar and learn how Bryan’s Client Etiquette Process leads to more engagement and turn clients into raving fans, resulting in more referrals.
Is the Bear at Your Back Porch?
I am sure by the time you read this, your phones have been ringing, your email box has been filling up, and you’ve already heard from some worried clients. Here, at Bill Good Marketing, our Head Writer is busy working on a handholding letter for our financial advisor clients to send out to their clients. Our handholding lett…
Heirs Take the Money and Run
Since 2014, Bill Good has been helping advisors build a brand he calls the “Family Financial Advisor”. It’s part of the solution to a major problem now infecting the practice of many veteran advisors. The problem? The dreaded “heir leak”. When the last primary client dies, somewhere between 66% and 95% of the assets grow wings and take flight…
Practice Management
Build Your Own Dream Team
Our hosts, Tony Parmenter, our Sr. VP of Qual and Matt Hicken, our Sr. VP of Client Services together have a combined 50 years of team-building experience in this industry. Together, they have coached advisors on how to build teams that can support million- and billion-dollar practices. In this webinar, they are going to walk you through the qualities, characteristics, and the skills you need to build YOUR own…
The Way of Powering Past Plateaus
Live from AdvisorCon in Charleston SC, Matt and Tony recorded a live Strategy School session about one of the most important topics they’ve encountered in the past twelve months: Plateaus.
In working with advisors who manage anywhere from $10M to multiple billions in AUM, Matt and Tony have seen each every one hit plateaus in their growth. These are levels where everything just seems like too much work…
Bigger & Better
You see, John – a financial advisor in Clarksburg, West Virginia – went from scrabbling and scrambling to knowing exactly how many pebbles it takes to bring the water. (Water, in this case, being new assets under management.) Over the past two years, he’s honed, refined, and most of all, simplified the core processes that make up his business. The result? $2M in new assets each week. Yes, you re…