Webinars
The Raving Fan Formula
With over three decades in the business, Drew Barlow has tried it all. Cold calling, seminars, direct mail—you name it. He’s tested just about every strategy out there.
The result? $630M in AUM…
Articles
17 Thoughtful Referral Gifts for Financial Advisors
Referrals are the bread and butter of a financial advisor’s business. They’re a sign that your clients trust you enough to recommend you to their friends, family, or colleagues. That trust is gold. But here’s the thing: getting a referral is just the start. If you want to turn a single recommendation into a steady stream of new clients, you
Articles
How to Get More Referrals: 9 Tips for Financial Advisors
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…
Webinars
The Secret to Organic Growth
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…
Webinars
Client-Centric Growth
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…
Articles
How NOT to Ask for Referrals as a Financial Advisor
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 But the age-old advice of simply asking for referrals often feels outdated and uncomfortable.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…
Articles
The Best Referral Sources for Financial Advisors
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…
Guidebooks
The Referral Consciousness
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…
Articles
How Financial Advisors Can Mine Their Network
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…
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…
Articles
How to Find 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
Webinars
What’s Working Now: 5 Ways to Increase Organic Growth
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…
Webinars
Three Powerful Prospecting Strategies for Summer 2023
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…
Webinars
How this Advisor Averages 60 Referrals Per Year
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.
Webinars
Referrals Without Asking
You have had countless clients tell you, “I referred you to a friend.” But the friend never called. That’s the referral gap, the difference between the number of clients who refer you and the number of referrals you actually receive. The gap is staggering– as many as 20% of your clients, when surveyed, say they have provided a referral…
Webinars
Building a Referral Machine
Earlier this year, when business as we knew it changed, Chad adapted. He tested different approaches to growth by leveraging technology. He learned from the changes 2020 brought. He adjusted his approach to marketing in the new environment. He continued to grow. In fact, he has grown as much in 2020 as in years past while also dramatically reducing costs…
Articles
Get More Referrals Without Asking
Should you prospect during the COVID-19 pandemic? Of course you should, but you need the right strategy. In this article series, we’ll discuss four campaigns you can run from home with just a few resources. Let’s start with a question you may think is obvious. Should you ever ask for referrals? You say, “Of course. I just…
Articles
Making Referrals Happen
If 20% or more of your clients are over the age of 75, you have a problem. In the next few years, if a significant percentage of your client assets will be owned by clients who will be over the age of 75, you have a problem.
Several years ago, I researched what happens to assets when clients die…