Guidebooks
The Seminar Success Zone
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…
Webinars
The Multi-Million Dollar Mindset
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…
Articles
Funnel Foundations: Build Your AUM with FA Marketing Funnels
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…
Webinars
The Partnership Puzzle
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…
Guidebooks
Six Steps to Generating Strategic Partner Referrals
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…
Guidebooks
Prospecting the Good Way
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…
Webinars
New AUM for the New Year
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? We have developed several different prospecting stra…
Articles
The Art of Prospecting: Finding Your Financial Advisor Niche
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 arsenal: Niche Specialization…
Articles
Navigate the Digital Wave: New Guide to Marketing for FAs
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 not as effective for many reasons…
Articles
Attracting Success: Strategies for FAs to Get New Clients
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…