General

There’s a question floating around boardrooms, LinkedIn posts, and conference stages: “Will AI replace financial advisors?” Some say yes. They picture robo-advisors and chatbots delivering seamless financial advice, crunching numbers at lightning speed, rebalancing portfolios in real-time, and never needing a coffee break. They point to machine learning, large language models, and AI-powered optimization as proof that the human financial

The difference between a multi-million-dollar financial advisor and one who just dreams of getting there?  It’s not luck. It’s not talent.  It’s what you know—and more importantly, what you do with it. At Bill Good Marketing, we’ve spent the last 45+ years helping financial advisors, RIAs, and independent financial professionals grow their businesses, attract new clients, and generate referrals that

A financial advisor isn’t just someone who manages portfolios. They manage emotions. They manage expectations. They manage fear and greed, uncertainty and confidence, patience and impulse. Most of all, they manage conversations. Because a well-placed word at the right moment can do what no financial plan ever could—it can change the way a client thinks about their future. It can

Most financial advisors think they know their clients. They know their date of birth, their risk profile, maybe even where they went on vacation last year. But here’s the real question: Do they really know them? Know Your Client (KYC) is more than a regulatory requirement—it’s the foundation of trust, the bridge between transactions and relationships. Yet, in too many

Financial advising is no laughing matter— or is it? At Bill Good Marketing, we know financial advisors take their work seriously—how could you not?  Between the stock market’s roller-coaster antics, the stresses of tax season, and trying to explain compound interest without your client’s eyes glazing over, you’ve got a lot on your plate. But let’s be honest: this business

Tom Brady had a coach—Todd Bowles of the Bucs. Bryce Dallas Howard, Hugh Jackman, and Leonardo DiCaprio, along with countless other great actors and actresses, all had coaches to get them where they are. Many of them continue being coached long after their monstrous success. This isn’t a coincidence; it’s a testament…

If you’re interested in a career in finance, you might know at this point that there are several financial services you can specialize in. One of those paths is to advise clients directly. But, did you know that even on that path there are two main options? You can either focus on your client’s investments or you can focus on