Bill Good Marketing

Catching the Big Fish:

A Prospecting Guide for Financial Advisors to Attract High-Net-Worth Clients

Business development, lead generation, and financial prospecting tactics have been drastically evolving. As a financial advisor, it’s critical to learn new methods to keep pace.

Unfortunately, prospects often don’t answer your phone calls due to Caller ID and Do Not Call laws. This restricts who and when you can call, leaving those new to the industry feeling overwhelmed.

Moreover, relying solely on referrals for prospecting rarely leads to rapid business growth. Of course, developing client referrals and forming alliances with attorneys, CPAs, enrolled agents, and other professionals is beneficial. But what if you need to expand beyond your current sphere of influence?

This is why we are introducing a cutting-edge business development strategy tailored for financial advisors.

Let’s get started.

Your Presenters

Meet your presenter, Bill Good. With 40+ years of experience, author of two renowned books on prospecting, and a contributor to 392 articles with ThinkAdvisor Magazine, he is the mastermind behind the Bill Good Marketing System.

Your second presenter, Sam Richter, is an expert at leveraging technology and social media for business growth and finding the right high-net-worth prospects. He’ll share his unique sales intelligence methodology and new search tools that will supercharge your prospecting efforts.

What You Will Learn

In our webinar, Sam will unveil 15 groundbreaking search tools for financial prospecting – many of which are free or available for a modest fee. These tools will help you:

  • Find people of a certain age and job title
  • Identify the “millionaire next door” before they become the “millionaire next door”
  • Locate fellow alumni
  • Find people with high relevance
  • Search for qualified plans and the real decision makers and influencers for those plans
  • And much more!

Bonus Content

Learn how to find the perfect advisors to recruit for your practice with our targeted search strategies.

Sam will also show you how to use his “Follow-Up GPT” to stay in touch with prospects based on what they care about.

Who Should Attend?

Any financial advisor with at least one client looking to grow their practice should join this webinar. Advisors with several hundred clients who want to grow, advisors who want to pass their business to a family member, and advisors who want to get off a plateau will particularly benefit.

Remember, there are only two choices, grow or shrink. Seeing your business go flat happens before it starts to shrink.

Don’t miss out on this informative webinar. Register now to turbocharge your prospecting efforts and take your financial advisory business to the next level.

Sam Richter

Chief Executive Officer

SBR Worldwide/Know More

Bill Good BW

Bill Good

Founder & Chairman

Bill Good Marketing

Matt Bailey BW 1

Matthew Bailey

Head Writer & Director of Content

Bill Good Marketing

webinar recording


Register to Watch "Catching the Big Fish | Sam Richter"