A financial advisor’s job isn’t just about financial planning. It’s about client relationships. The numbers, the charts, the AUM growth—it all means nothing if your clients don’t trust you enough to stay. And yet, one of the top complaints in financial services, year after year, is poor communication. Advisors send quarterly emails and post market updates on LinkedIn, believing that’s
Client events aren’t just about gratitude; they’re a gateway to growth. Every event you host isn’t just a nice gesture, it’s an opportunity to deepen relationships and spark new ones. You’re not just showing appreciation to your clients—you’re creating experiences they’ll want to talk about. And when clients talk, referrals follow. Think of each event as a ripple in a
There’s a story as old as this industry itself: How do you care for the clients you already have while still building the business you dream of? Most financial advisors have faced this fork in the road—do you invest time nurturing your existing relationships or focus on acquiring new clients? For decades, it’s been one or the other. And both
There’s a story often told in this business. It sounds reasonable, even logical: if you’re spending too much time on smaller accounts, you’ll grow faster if you let them go. Fire the bottom 20%. Focus on the big fish. The story whispers efficiency, growth, freedom. But here’s the question we need to ask: is it worth it? For decades, financial
$84 trillion is moving—not trickling, not dripping, but flooding—into the hands of a new generation. This is The Great Wealth Transfer, the largest movement of money in American history. And it’s already happening. Every portfolio, every inheritance, every hard-earned dollar your clients have built is part of this tidal wave. But here’s the twist: studies show that 90% of heirs
Are you struggling to fill rooms at your seminars? Does it feel like you’re doing everything right, but your results say otherwise? You’re not alone, and we’re here to help…
Building your client base is a process that never ends. Even if you have a full roster at the moment and are fully satisfied with the clients you’re serving, you still need to do prospecting to grow your advisory practice.
The best time to prospect is when you don’t need to. Growing your client base doesn’t only result in
It’s becoming increasingly difficult to capture new clients and retain their business and loyalty as well. With various alternatives on the table, clients are looking for a bit more than your expertise. On top of your insights as an advisor, clients expect a much more positive experience when signing up for your services…
This extensive guide not only underlines the crucial aspects of creating an effective contact strategy, but it also goes the extra mile to ensure you understand…
Where are the Windfall Assets? These assets are lurking in five buckets. The questions in the “Find the Money Challenge” will make sure you don’t miss any…
Whether you’re a young financial advisor with just a few years of experience or a seasoned pro looking to take your business to the next level, there is one rule…
John Halterman has elevated his clients’ experience to a whole new level, and that has created some raving fans. In fact, year-to-date, John and his team have received 15 referrals and introductions. That, along with new assets from existing clients, has helped the team grow by $30M so far this year. From the moment someone decides t…
This is Ray Dunlap, and he’s someone you really should listen to. Ray is a CFP® in Georgia with over $100M in AUM. He’s been a client of Bill Good Marketing for over 30 years…and is one of the best advisors in the industry at relationship marketing. Relationship Marketing has been a cornerstone best practice of the Bill Good Mark…
Most financial advisors think they control most of their clients’ assets. But here’s the truth: On average, advisors control only 40-50% of client assets. How do we know? Because over the last forty years, we’ve coached thousands of advisors on how to FIND MORE MONEY, and the result is almost always the same: They’ve discovered tens of millions in…
If 20% or more of your clients are over the age of 75, you have a problem. In the next few years, if a significant percentage of your client assets will be owned by clients who will be over the age of 75, you have a problem. Several years ago, I researched what happens to assets when clients die…
Unless you’re brand new as a financial advisor, you’ve likely had one or more windfalls. One might have made your month. Another could have made your year. Occasionally, you will hear of a windfall that makes a career. Perhaps yours. Here are two that made careers. A phone call to an advisor, “I want you to meet my new…
