WELCOME TO OUR LIBRARY ON ALL THINGS
In 2020, prior to his relationship with us, David’s annual average new AUM was 15M. These came primarily from client referrals. In May of 2021, we came on board to coach David and help him get his systems in place for expansion. By the end of 2021, his AUM had increased from his previous average of 15M to 29M in new assets. But that was really just the beginning of this journey.
Every year, we talk with top advisors across the country. One of their key traits is they plan for and execute campaigns for growth. We help create customized growth plans for financial advisors like you – and every year, we review how well past growth plans have worked. That helps us see: What prospecting channels are working right now? Which strategies are working right now? Where are the best places…
I have been an advocate of teams in the securities industry for a long time, longer than most have been in the industry. My writings on this go well back into the ’80s, when some of my younger readers were still in training pants. I profoundly believe that it is only teams that will survive and amount to anything. One form the teams will take is partnerships. I used to believe everything I had been told about partnerships…
In 1985, I conducted what I believe to be the first study in the financial services industry to see what advisors do with their time. During the course of this study, I made a surprising discovery: Advisors were worth at least $1,000 an hour when they were meeting and talking to qualified clients and prospects. I’ve conducted that study again and again. Today, advisors are worth $1,500 per hour…
One of the monumental challenges advisors face in this business is making enough time for clients, prospects, administrative functions, and everything else that needs to get done. So, without any doubt, an advisor’s most valuable resource is their time. As an advisor, your time is worth $25 a minute. (Yes, you read that right…
Bill Good Marketing has been around for over 40 years, longer than almost any other coaching service, content provider, or CRM platform in the industry. How have we survived so long? Best Practices.124 of them to be exact. Covering every area of your business from Practice Management to Marketing, Prospecting to Branding, and more…
