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…
Over the last five years, Mark has gone from $60M in AUM to over $140M. Over the last three years, he has doubled his revenue. (Even more noteworthy: Much of this growth has come during the last two years during a pandemic!) But what’s truly special about Mark isn’t the raw numbers. It’s that he accomplished a double by making…
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…
Suppose you want to take more time off and not come back to messes. How would you do that? You would strengthen your practice management system. That’s what I am going to show you in in this webinar. In this webinar, we will focus on “work on your business, not in it.” Every financial advisor must work o…
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…
Since 2014, Bill Good has been helping advisors build a brand he calls the “Family Financial Advisor”. It’s part of the solution to a major problem now infecting the practice of many veteran advisors. The problem? The dreaded “heir leak”. When the last primary client dies, somewhere between 66% and 95% of the assets grow wings and take flight…
This is Ray Dunlap, and he’s someone you really should listen to. Ray is a CFP® in Georgia with over $100M in AUM. He’s been a client of Bill Good Marketing for over 30 years…and is one of the best advisors in the industry at relationship marketing. Relationship Marketing has been a cornerstone best practice of the Bill Good Mark…
You see, working smarter means working as a true team, leveraging each individual’s strengths. It means each team member taking full responsibility for their role in your company’s growth. It means developing or deploying established processes to increase efficiency. It means monitoring what’s working to increase your ROI on time and spending more time doing what actually…
