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… He doesn’t have that problem. Ric is a long-time veteran of the Bill Good Marketing System. He’s also the co-creator of No More Pies®…
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…
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…
When you look at all the great advisors we’ve worked with, they all have several things in common. But, where it counts the most, they all had (and have) a very high conversion rate from prospect to client. What is their magic formula? Is it some kind of sales magic alchemy? The strength of their personality? Their charm? Yes, y…
What if you could retain 100% of their assets every time a client dies? What if you could become the advisor of record for entire families, going four to five generations deep? What if we could give you a formula that would stuff your basket full of ready-made prospects… simply by talking to the clients you already ha…
We all know it’s coming. How can it not? Like gravity, a market downturn is a natural law of physics. So, what happens when the bear in your backyard decides to come inside and roost? Are your clients emotionally prepared for when this monstrous bull that is our market stops its wild rampage? More importantly, are you prepare…
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 wi…
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…
John Halterman has elevated his clients’ experience to a whole new level, and that has created some raving fans. In fact, year-to-date, John and his team have received 15 referrals and introductions. That, along with new assets from existing clients, has helped the team grow by $30M so far this year. From the moment someone decides t…
