Bill Good Marketing

New AUM for the New Year


The Top 7 Prospecting Strategies in 2024


Most advisors kick off a new year with new ideas, new energy, and NO PLAN.

This is a bad idea.

It’s worse than bad.

It’s a costly idea.

You’d be better off just sending me a Venmo of all that cash you are going to waste by prospecting without a plan.

Prospecting is difficult at the best of times. And it will become more difficult as the year progresses. Why?

Two reasons: The upcoming election and tension in the middle east.

Your clients and prospects are going to be focused on these two events. Your job is to circumvent these concerns and grow in the process. How do you do that?

We have developed several different prospecting strategies that actually work well in these times of heightened uncertainty and volatility. Some are no-brainers. Others are a bit more outside the box. All will enable you to generate new leads while simultaneously managing client concerns with ease.

And because we know that you will need a comprehensive strategy, we will share The Top 7 Prospecting Strategies in 2024.

Here's a snapshot of the strategies we’re diving into:

  • Referrals: The traditional referral game is overplayed, but what we’re bringing to the table is a radical, yet proven approach. We’re talking about leveraging referrals in a way that turns them into a consistent, high-yield channel. It’s a blend of psychology, strategy, and a bit of finesse that top advisors are using to see their numbers soar.
  • Introductions: Every interaction, every handshake holds untapped potential. But how do you transform these fleeting moments into lasting, profitable relationships? We have concrete, tried-and-tested tactics that have been the cornerstone of success for many in our industry. This part of the webinar alone could redefine how you network.
  • Strategic Partners: There’s a science to choosing and nurturing the right partnerships. It’s about creating mutually beneficial relationships that exponentially expand your reach and resources. We will dive deep into real-life case studies, showing you exactly how top advisors have harnessed this power to their advantage.
  • Connections: Your existing network might just be your most underutilized asset. We’re going to reveal strategies that go beyond the usual networking tips. This is about strategically deepening connections to unlock opportunities that most advisors overlook.
  • Webinars: In today’s digital-first world, webinars have evolved from mere information sessions to powerful engagement tools. But there’s an art to making them work – an art that we’ve seen yield incredible results. We’ll share insights into crafting webinars that not only captivate your audience but also lead to tangible business growth.
  • But wait, there’s more. We’re reserving two tried-and-true, yet groundbreaking strategies, exclusively for those who watch the replay (These are the heavy hitters, the tactics setting the industry’s leaders apart in 2024.)

Now let’s be clear. This isn’t your typical pep talk or a dry pitch from a marketing newbie.

Our 40+ years in the industry, navigating through tumultuous times like the ’87 stock market crash, 9/11, the Great Recession, and the Quarantine Crash of 2020 speak volumes.

Unlike many marketing companies out there, we’ve been in the trenches during both booms and recessions. We know what works and, more importantly, what doesn’t.

We understand that as a financial advisor, your time is precious, and fluff is the last thing you need. That’s why every minute of this webinar is designed to be impactful, insightful, and actionable.

Financial Advisor Content Strategy 2024

Matthew Bailey

Head Writer & Director of Client Content

bill good marketing

Financial Advisor Content Strategy 2024

Stephanie Peterson

Head of Growth

Bill Good Marketing

webinar recording


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