Bill Good Marketing

How this Advisor Brought in 35M in 2022

with special guest David Baker

WHEN 3 = 17 = 34.5

Granted, this is not a formula that will pass muster with any mathematician. It is, however, the equation David Baker used to create his best year yet. A year when the S&P 500 dropped 19.4%… and David still brought in $34.5M in new assets. Incredible! 

Let’s break those numbers down:


That’s the number of prospecting channels that David activated in 2022.

17 is the number of new clients that David brought in from these channels.

And 34.5 is new money these clients brought with them.

Needless to say, it is hardly a humble brag to state that David Baker is on a growth trajectory that is rare for this industry, and almost unheard of in a bear market. And in this webinar he is going to share how he’s doing it.

David became our client in 2021 with two objectives:

  1. Claim the top spot in his region by beating the leading producer.
  2. Double current his production.

With a custom-tailored strategy plan, David’s first step was an onsite consultation from one of our senior consultants to learn how to best organize his business for rapid growth. And then we kicked him off on a trajectory that is tough to accomplish. But accomplish it, he most certainly did.

In 2020, prior to his relationship with us, David’s annual average new AUM was 15M. These came primarily from client referrals.

In May of 2021, we came on board to coach David and help him get his systems in place for expansion. By the end of 2021, his AUM had increased from his previous average of 15M to 29M in new assets.

But that was really just the beginning of this journey. David has been a monster at implementing our best practice strategies, as well as creating his own.

In 2022, he fired up 3 of our recommended 9 prospecting channels and the results speak for themselves. These are the channels that are working for David, and they are the channels that can work for you as well.

As of the end of 2022, less than two years into our relationship, David achieved his first goal. Not only did David surpass the leading producer, he left this friendly competition in a trail of hot dust, beating his rival by 18%!

On this webinar, David will go through the exact methods and best practices that got him those incredible numbers.

You’ll learn:

  • The three key channels David used to generate rapid – and consistent – growth.
  • The process for getting introductions and referrals, even in a down market.
  • The four critical stats to David’s prospecting success.
  • How improving the sales cycle boosted David’s ROI in each channel.
  • The team and processes needed to keep your marketing channels producing for years to come.

If you are looking for ways you can build out your own pipelines and work towards bringing in bigger numbers this year, then this is the webinar for you!

According to Bill: “The person who implements the most best practices will get to the end of the rainbow.” David’s best practice implementation is impressive. No doubt we will see him at the end of that rainbow. And if you implement these best practices, it will put you well on your way as well. 

3 = 17 = 34.5

That was David’s formula for $34.5M in a bad market. What will he do this year?

What will you?

Watch this webinar to learn more about David’s formula… and how to make it your own in 2023. 

David Baker CFP®

Managing Partner

Phoenix Private Wealth

Matt Hicken AAMS®

Sr. VP of Client Success

Bill Good Marketing

webinar recording


To access this content you've got to login or register!

Please login below or register here 


To access this content you've got to register!

Already a member? Log in here!