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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…
The new SEC Marketing Rule contains multiple prohibitions and restrictions that all investment advisors must follow when it comes to their marketing – especially when it comes to marketing their investment performance.
But while this new rule makes selling trickier, it also presents an opportunity for some advisors to get ahead of the game. That’s because Ric and Connor have four rules of their own…
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, you need a list. Here are some possible steps…
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 both channels in 2023 using one simple tool: Content…
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..
Volatile markets are something all financial advisors have to deal with sooner or later. During my forty years in the industry, I’ve coached tens of thousands of advisors through multiple bear markets and dozens of market corrections. The 1987 stock market crash. The bursting of the dot-com bubble. The aftermath of 9/11…
Fact: Many financial advisors have a selling problem. Nearly every week, our coaches here at Bill Good Marketing talk to at least one FA who is meeting with lots of prospects but only closing a few.
This man is Ric Lager…
Selling to the HNW is a process in and of itself. If you’ve made it far enough for that first meeting, you are halfway there. And the rest of the way is a choreographed dance. Do you know the steps? Do you know what it takes to close new business among the HNW? What’s more, do you know how to get them to refer their frien…
