In the vast and ever-evolving landscape of financial services, where trust is currency and relationships are the bedrock, content is more than just a tool—it’s a catalyst. It’s the conversation starter, the relationship builder, the trust enhancer. For financial advisors, the right content doesn’t just…
Have you ever wondered how some financial advisors seem to grow their client base overnight? It’s like they’ve unlocked some secret growth hack, and now, we’re going to let you in on it. Yes, we’re talking about seminars – your golden ticket to skyrocketing your practice…
In the heart of Overland Park, Kansas, there’s a successful financial advisor who has quietly revolutionized the referral process. Bryan Sarff, CFP® is not your typical advisor. As a cherished client of ours at Bill Good Marketing, he recently graced us with his presence on a webinar that had everyone leaning in closer…
Make no mistake, cold calling still works for financial advisors. It’s certainly trickier than it used to be, but if we rigorously apply the principles of what we modestly call the Good Way to Cold Call, you can still have outstanding success with this marketing channel…
In today’s fast-paced digital world, capturing and holding someone’s attention can feel like trying to catch a butterfly in a windstorm. We live in an era where attention spans are shorter than ever, making the task of engaging potential clients a daunting one…
Have you ever felt like tearing your hair out because you just don’t know where to look for new clients as a financial advisor? If so, the solution to finding fantastic prospective clients can be surprisingly simple…
Presumably, you are reading this article because you’re interested in financial advisor prospecting. So, before we do anything else, let’s define what prospecting actually is. At the foundation of prospecting is this truth: Many, if not most, of your new clients will come from people you have been in contact with for some time and who have come to feel
Cold-calling is NOT a “try it once and hope it works” endeavor. It requires testing and tweaking to learn what works for your market, your list, and for you. Cold-calling is NOT for advisors who fear rejection. You will get a lot of rejections when you cold call – but if you follow best practices, it won’t matter, because the
Staying on top of the best keywords for your business is essential for effective SEO. As we’ve discussed, these keywords help connect your website with the people who are searching for the services you offer. Based on insights from Google’s Keyword Planner, here are the 46 most relevant keywords for financial advisors…
When Neil McPeak Jr. — CFP®, CEPA® — joined his father’s practice fresh out of college, he was given one instruction: Learn to prospect. In other words, want to manage your own assets? Go out and find them yourself. (That wasn’t on his college curriculum…
HNW clients. You want ‘em. Everyone wants them. And you’ve likely gotten a dozen emails this month alone on how easy it can be to get more. But whether you’ve been in this industry for 1 year or 30, you know the truth…
In the world of investment management, being able to explain complex money matters in a simple and engaging way is key. Building trust is an absolute necessity. Seminars are a fantastic tool for this, providing a stage for you to showcase your skills and draw in new people…
Are you ready to unlock the formula that skyrocketed a Texas advisor’s AUM by 900%? Join us for an exclusive, one-time webinar revealing the strategies Mark Trice used to transform his $14M practice into a $134.4M business…
If you’ve been in the industry for any period of time, you know the drill: more referrals, more success. But the age-old advice of simply asking for referrals often feels outdated and uncomfortable. And you’re definitely not alone if you’ve ever thought there must be a better way…
As a financial advisor consultant, the question I’m most frequently asked is some form of… “What are other advisors doing to get new clients?” Or the ever popular… “How do I get more high net worth investors as clients…
Imagine a scenario where your seminars aren’t just events, but high-octane engines finely tuned to attract High-Net-Worth (HNW) clients at a pace so exhilarating it leaves your competition in the dust. This vision isn’t a distant dream—it’s an immediate possibility…
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…
As a financial advisor, you’re in the business of cultivating prosperity—not just for your clients, but for your practice as well. You’ve mastered the art of wealth management and financial planning, but let’s face it, there’s one puzzle that often seems hard to solve: attracting new clients…
Once upon a time, in the heart of Cincinnati, a financial advisor named Ken Stone faced a crossroads. With a practice producing around $60,000, he stumbled upon the Bill Good Marketing system…
In the high-stakes world of financial advising, the difference between stagnation and exponential growth often hinges on one key strategy: mastering strategic partner referrals…
Imagine a reservoir of untapped potential, a wellspring of new clients ready to be welcomed into the fold of your financial advisory services. In our 40+ years of coaching and assisting financial advisors to double their production, we’ve found a truth that’s often overlooked: the most poten…
Every financial advisor wants it. Most in the financial services industry never get it. Those who do are recognized as the top producers at their firms. Of course, we’re referring to creating a marketing funnel that produces predictable results month after month. If that’s what you want…
We’ve heard time and time again from advisors across the country: “Strategic partnerships are, a waste of time, a waste of effort, or complete 🐂💩!” Sound familiar? It’s the classic tale of the one-way street in the partnership world: you’re the generous soul sending referrals left and right, but in return? Crickets…
In the high-stakes world of financial advising, the difference between stagnation and exponential growth often hinges on one key strategy: mastering strategic partner referrals…
In the dynamic world of financial advising, staying ahead means continuously evolving your prospecting strategies. “Prospecting the Good Way” is more than just a guide; it’s a roadmap to transforming your business…
In the ever-evolving landscape of the financial services industry, one truth has become self-evident: social media is not just a playground for personal exchanges anymore—it’s a pivotal battleground for the hearts and minds of prospective clients. As financial advisors, it’s time to embrace this digital shift with open arms and astute strategies.
Prospecting is difficult at the best of times. And it will become more difficult as the year progresses. Why? Two reasons: The upcoming election and tension in the middle east. Your clients and prospects are going to be focused on these two events. Your job is to circumvent these concerns and grow in the process. How do you do that?
Navigating the world of LinkedIn can be quite an adventure for financial advisors. Think of it as your digital playground, where connections, influencers, and prospects mingle. It’s not just about throwing your name out there; it’s about crafting a presence that resonates with LinkedIn users, turning your profile into a lead generation powerhouse…
Do you ever find yourself pondering what differentiates an average financial advisor from a true industry authority? It isn’t just their experience, years in the field, or a long list of clientele. It’s where they focus their efforts: their niche. Today, we are going to pull back the curtain on a secret weapon that many top-performing advisors have in their
Let’s talk about how content marketing is a game-changer for you, the financial advisor, in this always-online world. Think of it this way: it’s not enough to just show up online; you’ve got to stand out, make a real connection with your audience, and be that go-to person for trusted financial advice. For you, mastering content marketing isn’t just a
Navigate 2024’s financial challenges with our webinar: ‘The 12 Letters Every Advisor Should Send in 2024’. Join industry experts Stephanie Peterson & Matthew Bailey for proven strategies to elevate your content, engage clients, and grow your business in uncertain times…
Ever felt stuck in your growth as an advisor? If you’ve been searching for that ‘X-factor’ to propel your success, you’re in the right place. Every seasoned advisor has experienced it – that nagging feeling of hitting a growth ceiling. But what if we told you that ceiling is just an illusion…
Remember when marketing was all about print ads, direct mail, and cold calls? Some of these traditional marketing techniques are still effective to this day. Personalized letters, in particular, are one of the highest ROI channels we’ve seen for financial professionals to date. That said, a lot of these methods are only usable in very specific cases now – they’re
Client acquisition is not easy in any industry. But financial advisory might be one of the hardest industries to get new clients through the door. For most products, even when you sell courses, guides, or books related to finance, there is a low risk even when the product doesn’t work for you…
Prospecting, the act of identifying, nurturing, and reaching out to potential clients, is a vital skill for financial advisors looking to grow their firm. Prospecting helps you build a client base—which is essential for the success of your business. However, reaching out to potential customers and decision-makers…
There are countless ways to mess up seminar marketing. Of all the possibilities, any one of these can create poor results. Commit two or more of these seminar sins, and you will join the legion of advisors who mutter “Seminars don’t work anymore.” Seminars do work, by the way, so long as you get everything right…
Explore 33 undeniable truths about cold-calling and elevate your sales strategy. Learn how to identify ‘Cherries’ – potential clients interested and financially ready to engage. Dive into techniques to avoid ‘Pit Polishing’, crucial for saving valuable time. Get tips on creating effective scripts and managing lead pipelines for success…
For those in the know, financial advisors are still the best and fastest way for those who need some extra help tackling their goals within their specific situation. However, this type of person is scarce. Now that people can look up financial advice on the fly through their phone, most think they wouldn’t need a financial professional to help them
Uncover the power of consistent communication in financial advising with our ultimate marketing strategy guide. Discover how a Monthly Drip campaign can elevate client retention, stimulate new business, and foster enduring relationships. Ignite growth from existing clients, keep your brand top-of-mind, and build trust…
Most advisors take a break from prospecting during the summer, thinking there’s nothing they can do that will work. They couldn’t be more wrong. Make no mistake, prospecting can be difficult during the summer. But that doesn’t mean it’s impossible. There are several prospecting strategies that actually work well when the weather gets hot…
Like it or not, marketing is a big part of growing your advisory business. A good marketing plan and targeted marketing campaigns give prospective clients an opportunity to get to know you and gives you the opportunity to build trust. And when done correctly, this gentle introduction provides both of you with a way to create a relationship…
Discover the secret to over 60 client referrals per year with Bryan Sarff, a Certified Financial Planner in Overland Park, Kansas. Watch this webinar and learn how Bryan’s Client Etiquette Process leads to more engagement and turn clients into raving fans, resulting in more referrals.
Finding new clients is a chore for most service-based businesses — financial advisory included. There’s plenty of competition — your potential clients can even look up financial planning tools and Frankenstein their way to a plan. And your prospects might not be aware that they need…
Social media is a powerful tool for growth. It’s relatively low-cost compared to paid ads — relying more on your consistency instead of your budget. Having a social media presence helps you build rapport with prospects before they even step in for a discovery meeting. As long as you’re consistent, keep your goals in mind…
This guide will help you get referrals and connect with your clients’ family members and friends. It will give you marketing tips and content marketing…
In 2022, financial advisor David Baker defied the odds by generating $34.5M in new AUM despite a 19.4% drop in the S&P 500. How did he achieve this remarkable business growth? Through strategic marketing efforts, David expanded his client base and elevated his financial planning practice to a whole new level…
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
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
Don’t leave your email marketing to chance -According to Jack Flynn of Zippia, “47% of email recipients will open an email based on the subject line alone.” Your email subject line serves as a first—and sometimes last—impression. “On the average, five times as many people read the headline as read the body copy. When you have written your headline, you
Have you ever felt like tearing your hair out because you just don’t know where to look for new prospects? If so, the solution to finding fantastic prospects is surprisingly simple: To figure out what your best prospects look like, and where to find them, first take a look at your best clients…
Have you ever felt like tearing your hair out because you just don’t know where to look for new prospects? If so, the solution to finding fantastic prospects is surprisingly simple: To figure out what your best prospects look like, and where to find them, first take a look at your best clients…
A “channel” is a “trench, furrow, or groove.” Water flows in channels — and so do assets. Example: You have a client who is a real estate agent in a high-end golfing community. She is making money hand over fist and adding $500,000 a year to her portfolios. You ask yourself, “How can I get more clients like this?” Well,
Interest rates have skyrocketed. The markets have been rocky. A recession, in all likelihood, is coming. Ask yourself right now: “Where is my growth going to come from in 2023?” Chances are, the two main places are referrals and new assets from existing clients. If so, you’re going to love this webinar – where we’ll show you how to maximize
The Importance of Dripping – for decades, I have coached financial advisors to send a letter to their clients and prospects every month on a topic of interest to them. This is called “dripping,” and it’s key to: client retention, business now, new assets and new clients. There are many reasons why dripping is effective at all these things..
Do you want to take more time off? Are there goals outside of your career that you’d like to pursue? If you answered yes to either question, then we have a webinar for you! In this webinar we are going to be talking with a spectacular guest, David Baker. David became a Bill Good Marketing client in April of…
If you are unprepared, uncomfortable on camera, babble about random facts that are disconnected from your topic, and tell bad jokes, you won’t get the appointments you need to keep yourself in business. On the other hand, if you are well-prepared, and your webinar topic is relevant and interesting, you interact with your audience, then you will get appointments…
Since the pandemic began, no prospecting channel has exploded quite like webinars. Why? Because webinars can be an incredible source of new assets…for an equally-incredible low cost. In fact, when it comes to ROI, there may be no better form of prospecting than webinars! But webinars should not just be a replacement for traditional seminars and client events. Webinars come
As far as I know, he’s the best cold caller in the industry. He calls on families worth at least $50 million, and everyone knows the only way to reach the Ultra High Net Worth is through referrals. John just didn’t know that. So, the next time you hear the words, “cold calling is a waste of time,” you…
Prospecting through the COVID era has been interesting, to say the least. Advisors across North America have been leveraging every remote prospecting strategy to keep their pipelines full. Some with success, others not so much. One prospecting strategy that works consistently is seminars. Then social distancing put a damper on those for a while. But now, wit…
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…
