Pop Quiz!
What do you do if a client tells you, “You should talk to my neighbor?”…but never gives you a name, and never brings it up again?
A. Wait a few weeks and casually ask if they remember
B. Try to sleuth it out with LinkedIn and a vague connection guess
C. Smile, nod, and move on—what else can you do?
D. I don’t really have a consistent approach—it depends on the situation
What do you do if a prospect tells you, “I can’t right now,”…and then vanishes?
A. Mark them cold in the CRM and hope they pop up again
B. Send one more follow-up, then ghost them back
C. Keep calling every two weeks until they answer or block you
D. Honestly, no set plan—I just follow up when it feels right
What about the rollover you know should be coming due…buried somewhere in your notes, somewhere in your CRM?
A. Search your inbox until your eyes bleed
B. Pray it comes up in a future review meeting
C. Ask your assistant if they happen to remember
D. It’s hit or miss—I usually remember eventually, but not always
Ready for the answers?
Well… if you picked any of these—especially D—we’re sorry to say: You’ve got a big fat “F”.”
But we have good news…
We have the process down for each of these…and now, we’re going to show them to you!
When you don’t have a system, everything feels like a judgment call.
Every time is different. Every follow-up is manual. Every opportunity feels harder than it should.
And in the middle of all that?
Real growth slips through the cracks. There’s a better way—and it all comes down to processes. And on this special webinar, the first in a series, we’re going to give these three processes to you—step-by-step, each time-tested, with nothing held back.
There is a real power in processes.
They are repeatable. Scalable.
They take emotion out of the equation and put control back in your hands.
But most importantly?
They keep things from falling through the cracks. (Like assets that should already be yours.)
On this webinar, we’ll show you the three processes that will help you:
✅ Find More – Identify untapped opportunities, introductions, and AUM hiding in your existing book
✅ Keep More – Capture referral names, follow through, and stop letting interest fade
✅ Close More – Reconnect with warm leads and hot prospects who ghosted before you could close
These aren’t clever tricks. They’re the exact processes used by million-dollar+ producers—month after month, year after year.
The neighbor, the rollover, the prospect who disappeared…none of them have to be dead ends.
Not if you have the system to follow through. And we’ll give you the processes to get them all.
Matthew Bailey
Director of Client Content
Bill Good Marketing
