If you were anywhere near Salt Lake City, Utah on the morning of July 18, you would have heard quite a ruckus. We were celebrating some truly exciting news:
One of our favorite advisors had just told us he had officially reached $1 billion in AUM.
That advisor is none other than Scott Ferguson of Columbus, Mississippi. A client of Bill Good Marketing for 18 years, Scott has consistently been one of the fastest-growing advisors on our System. But in the last four years, his growth has exploded to a level we don’t see often.
Back in 2021, Scott had roughly $550M under management. Today, he’s at a billion. That’s $450M in growth in just four years—in a town of only 24,000 people. Even while sending out $50M annually in income distributions.
(Read those last three lines again. They’re even more incredible the second time.)
So how did he do it?
That’s exactly what Scott shared on this special webinar.
What You’ll Learn in the Recording
After reaching a billion in AUM, we asked Scott a tough question:
If you had to close shop tomorrow and move to an entirely new state, how would you rebuild a billion-dollar practice from scratch?
Scott explained that there are three pillars to a billion-dollar practice. The first—and perhaps most important—is this:
Have a process in place that makes every individual feel special.
Every client. Every prospect. Every center of influence. Every family member. Every team member.
This simple but powerful focus is why 99% of Scott’s growth comes from referrals. Because when people feel like the most important person in the world, they want to entrust their assets to you—and they can’t wait to introduce you to everyone they know.
In this webinar, Scott reveals his exact process, including:
A complete list of small, simple touches that make everyone fall in love with his team (most of which cost almost nothing).
The easiest, most direct way to show a prospect you care—in just 30 seconds.
The counterintuitive change Scott made to his appointments that turns “you should talk to so-and-so” into “when do we start?”
How Scott acts as a financial first responder during meaningful moments in clients’ lives—and why that naturally leads to new business.
A big mistake most advisors make with their referral strategy (and how to fix it).
How to train your team to deliver the same “special” experience Scott does.
The best part? Everything Scott shares is actionable and easy to implement.
Getting to a billion doesn’t require a radical shift in strategy. It just requires doing the little things—better.
Scott Ferguson
CEO & Principal Planner
Financial Concepts
Matthew Bailey
Director of Client Content
Bill Good Marketing
