Since 2014, Bill Good has been helping advisors build a brand he calls the “Family Financial Advisor”. It’s part of the solution to a major problem now infecting the practice of many veteran advisors. The problem? The dreaded “heir leak”. When the last primary client dies, somewhere between 66% and 95% of the assets grow wings and take flight…
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…
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…
