About the conference
The COVID-19 pandemic is the single most impactful event in the financial services industry since the Great Recession.
After causing the fastest bear market in history, it continues to drive the hopes and fears of every investor, which in turn drives the markets.
For many of you, this pandemic has changed:
- How you manage your office/team.
- How you communicate and meet with clients.
- The overall client experience.
- The technology you use on a daily basis.
- What forms of prospecting you can and cannot pursue.
- How you balance your work life and family life, especially for those of you who have small children.
- Your overall business plan for 2020-2021.
At Bill Good Marketing, we help advisors double their production or work half as much, but both sides of that equation have been impacted by the pandemic.
This conference was designed to address the changes you, and other advisors, are experiencing right now. As well as to get you ready for the growth that will come after recovery.
SPEAKERS
Chad Henry
Bill Good
Matt Hicken
Ray Dunlap
Rhonda Ferguson
Ed Blumenthal
Adam Jensen
Brian Butler
Michael Birch
Frantz Widmaier
Tom Vaughan
Josh Packard
Matt Bailey
Dan Langworthy
Tony Parmenter
Jim Minich
Dan Hittle
John McAlister
Agenda
Day 1, October 22nd
10:00 AM - 4:30 PM EST
| 10:00 AM | Welcome & Orientation |
| Bill Good & Frantz Widmaier | |
| 10:15 AM | Pandemic Prospecting I: Strategies for getting more referrals and client assets in a pandemic. |
| Mike Birch, Matt Hicken, and Matt Bailey | |
| 11:15 AM | Break |
| 11:30 AM | Service at a (Social) Distance: How to create a red-carpet client experience in a black swan year. |
| Rhonda Ferguson, Ray Dunlap, and Tom Vaughan | with host Matt Bailey | |
| 12:30 PM | Break |
| 1:00 PM | Pandemic Practice Management: Processes that save time, reduce stress, and pandemic-proof your practice. |
| Ed Blumenthal | with host Tony Parmenter | |
| 2:00 PM | Break |
| 2:15 PM | A New Way to Find the Money: Using technology to capture more out-of-house assets. |
| Tom Vaughan | with host Mike Birch | |
| 3:15 PM | Break |
| 3:30 PM | The Pandemic List: BGM staff reveal what’s working now. |
| Mike Birch, Matt Hicken, Tony Parmenter, Dan Hittle, and Adam Jensen |
| 4:30 PM | Adjourn |
Day 2, October 23rd
10:00 AM - 4:30 PM EST
| 10:00 AM | Pandemic Prospecting II: How to prospect to HNW and UHNW markets. |
| Josh Packard and John McCallister | with host Bill Good | |
| 11:30 AM | Break |
| 11:45 AM | If You Film It, They Will Come: How to leverage video to spread your brand and build your business. |
| Brian Butler and Dan Langworthy | with host Matt Bailey | |
| 12:45 PM | Break |
| 1:00 PM | Philosophy 101: How to effectively communicate and sell your investment philosophy. |
| Jim Minich and Ed Blumenthal | with host Matt Hicken | |
| 2:00 PM | Break |
| 2:15 PM | Pandemic Prospecting III: Mastering Virtual Seminars. |
| Chad Henry | with host Mike Birch | |
| 3:15 PM | Break |
| 3:30 PM | News from the Future: What BGM is working on to help you get through this pandemic. |
| Frantz Widmaier, Matt Hicken, and Matt Bailey | |
| 4:30 PM | Adjourn |
Sessions
Service at a (Social) Distance:
How to create a red-carpet client experience in a black swan year
Topics covered:
Ray Dunlap:
- 30-minute reviews: How Ray re-imagined his review process for the pandemic and blew his clients away with it.
- Service Speedbuttons: How Ray uses Gorilla to automate all of his service and handholding processes to save time and build enormous goodwill.
- Going the Extra Mile: How embracing a “Ritz Carlton” mindset – using everything from handwritten notes to Grub Hub® – helped Ray generate new client assets and client referrals, even when things were at their lowest point.
Rhonda Ferguson:
- Social Media: How Rhonda uses Facebook® to keep clients engaged, maintain Top of Mind Awareness, and spread her brand.
- Taking client Zoom® meetings to the next level. (Spoiler: Costumes may be involved!)
- More Better: How re-emphasizing the basics – including dripping and 90-day calls – have helped Rhonda bring in over $20M in 2020.
Tom Vaughan:
- Video Handholding: How Tom uses daily videos to keep his clients calm, generate new business, and save his team hundreds of hours of work.
- Virtual Client Events: How Tom is staging full-blown client appreciation and education events online.
Pandemic Prospecting: Mastering Virtual Seminars with Chad Henry
How to consistently generate new assets through virtual seminars
Topics covered:
- How Chad transformed his time-tested in-person seminars into equally effective virtual seminars
- The technology Chad uses to make his virtual seminars stand out and look great
- How Chad promotes his virtual seminars using a Voicemail Campaign
- How to adapt your seminar presentation and keep attendees equally engaged
- Online Selling: How to turn virtual seminar attendees into actual hot prospects who request an appointment
- How Chad holds virtual client events to ramp up his referral marketing and get lots of warm introductions
A New Way to Find the Money featuring Tom Vaughan
Using technology to capture more client assets than ever!
Topics covered:
- Tom’s asset aggregation tool and how he uses it to both find assets and capture them easily during client reviews.
- How to structure your client reviews so people want to hand you their out-of-house assets.
- The 15 questions Tom asks that makes clients squirm – and why that’s critical when it comes to capturing outside assets. (Hint: How you talk about risk is a big factor.)
- The key pieces of Tom’s technology stack, and why ignoring them means you’re probably leaving money on the table.
