Bill Good Marketing

Mass Marketing

The Best Financial Advisor Content Library In All History
Articles

The Best Financial Advisor Content Library in History

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…

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Cold Calling Tips for Financial Advisors With Script Examples You Can Use
Articles

Cold Calling Scripts for Financial Advisors that Actually Work!

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

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Top 46 SEO Keywords and Best Practices for Financial Advisors
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Top 46 SEO Keywords & Best Practices for Financial Advisors

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…

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Webinars

Proven Prospecting

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…

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3 Financial Seminar Topics for More HNW Clients
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3 Financial Seminar Topics for More HNW Clients

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…

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Webinars

The Seminar Success Zone

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…

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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…

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Innovation and Influence Social Media for Advisors in the 21st Century
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Innovate and Influence: Social Media for Financial Advisors

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.

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From connection to client A Financial Advisors Guide to LinkedIn
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Connection to Client: A Financial Advisors’ Guide to LinkedIn

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…

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Content Marketing for Financial Advisors
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Content Marketing for Financial Advisors

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

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BUTTON The 12 Letters 2024
Webinars

The 12 Letters Every Advisor Should Send in 2024

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…

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Navigating the Digital Wave
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A Guide to Digital Marketing for Financial Advisors

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

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Articles

The Six Worst Mistakes in Financial Advisor Seminar Marketing

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…

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33 Undeniable Truths About Cold Calling 1
Articles

33 Undeniable Truths about Cold-Calling

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…

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7 Marketing Ideas Financial Advisors Should Be Using
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7 Marketing Ideas Financial Advisors Should Be Using

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…

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Financial Advisors Should Be On Social Media
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Financial Advisors Should Be On Social Media. Why & How:

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…

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7 Tips for Better Subject Lines – Financial Advisors

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

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Webinars

The 12 Letters Every Advisor Should Send in 2023

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

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A Simple Way to Stand Out from Other Financial Advisors
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A Simple Way to Stand Out from Other Financial Advisors

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..

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7 Tips to Nail Your Next Webinar
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7 Tips to Nail Your Next Webinar

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…

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Filling Webinars and Getting Appointments
Webinars

Filling Webinars and Getting 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

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The One skill
Webinars

The One Skill Your Junior Advisor Most Needs

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…

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Seminars are Back
Webinars

Seminars are Back!

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…

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Drip Marketing the Good Way
Webinars

Drip Marketing the Good Way

If you were to make a list titled “GOOD MARKETING IDEAS”, running a Monthly Drip Campaign to stay in front of your clients and prospects would be near the top of the list. This means sending at least one message every month on a subject your clients and prospects are truly interested in. Why is drip marketing so powerful…

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Podcasting 101 Front Page
Webinars

Podcasting 101: Your Newest Source For Business

It makes sense why podcasts have become such an effective prospecting channel. You can think of them as a combination of seminars and dripping. With podcasts, you can combine the Top-of-Mind Awareness you create with your monthly drip with the Expert Advisory Identity you create with seminars. It’s a match made in marketing heaven…

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Articles

10 Issues to Resolve So You Can Succeed at Seminar Marketing

A number of advisors have told me, “Seminars don’t work.” True, many have failed to make it work. But for those who get it right — and yes, seminars do work — the results can be explosive. Here is a look at 10 key concerns about seminars. Addressing these issues is critical if you are considering, or are actively enga…

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