The 4 Elements of a Planning Experience HNW Clients Crave When it comes to planning, most advisors fall into one of three categories: You say you offer comprehensive planning—but don’t have a systemized way to proactively deliver it across your book. You actually do offer full-service planning—but fail to communicate it in a way clients understand, remember, and value. You’ve
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…
How This Solo-Advisor Rebuilt His Business and Grew Assets by 43% in just 6 Months! Has your growth stalled out? Are you spinning your wheels trying to ramp up production—only to feel like you’re stuck in place? Then you need to hear how Josh Ryan flipped the script. He didn’t just survive a major career setback… He staged a comeback—and
You know what happens when markets get messy… Advisors freeze. They wait. They hope. They tell themselves, “Clients are used to this… they’ll stay the course…
There are two kinds of advisors. One wakes up every morning, checks their calendar, and sighs. Another service meeting with a small account. Another favor for a client who doesn’t even read their emails…
How to Create Seminars That Drive Real Growth in 2025 – Seminars Aren’t Optional. They’re Essential. Think about it. In an industry where trust is everything, how do you stand out? How do you build credibility, make real connections, and consistently bring in new business? You meet people where they are. You educate. You inspire. You show, not tell, why
How to Buy a Book of Business to Build Your Empire in 12 Months or Less! – Transform Your Book of Business Acquisition Strategy Here’s the truth: buying a book of business COULD be your fast track to growth. But it can also be your fast track to chaos. You’ve heard the success stories—the advisor who doubled their revenue overnight
You’ve heard it before: Growth comes with a price. But what if it didn’t have to? What if growth didn’t mean more chaos, more headaches, and more onboarding issues? What if you could scale your business without feeling like you’re drowning?
How strong is your communication strategy? Does it position you as the premier expert in your community whenever there’s volatility in the markets? Is it personal enough to show you truly care whenever a client is sick, scared, or grieving…
A few years back, during a particularly heated election season, one of our advisors, Steve H., faced the same pressures you’re facing now. The markets were unpredictable, clients were nervous, and it seemed like every day brought new challenges. But Steve didn’t panic. Instead, he implemented our Election Season Branding strategy…
This is your chance to gain insider knowledge that will put you miles ahead in the industry. Over the past year, our team at BGM has been hard at work, innovating, iterating, and fine-tuning the System to ensure you can achieve your goals faster…
When Neil McPeak Jr. — CFP®, CEPA® — joined his father’s practice fresh out of college, he was given one instruction: Learn to prospect. In other words, want to manage your own assets? Go out and find them yourself. (That wasn’t on his college curriculum…
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…
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…
Imagine a scenario where your seminars aren’t just events, but high-octane engines finely tuned to attract High-Net-Worth (HNW) clients at a pace so exhilarating it leaves your competition in the dust. This vision isn’t a distant dream—it’s an immediate possibility…
Once upon a time, in the heart of Cincinnati, a financial advisor named Ken Stone faced a crossroads. With a practice producing around $60,000, he stumbled upon the Bill Good Marketing system…
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…
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?
As an advisor, you’re more than familiar with the pitfalls of the standard CRM… They come with big promises: seamless efficiency, enhanced client management, a one-stop solution for all your needs. But let’s face it, how often do these systems truly cater to the unique demands of your role as an advisor? How customizable are they really…
Navigate 2024’s financial challenges with our webinar: ‘The 12 Letters Every Advisor Should Send in 2024’. Join industry experts Stephanie Peterson & Matthew Bailey for proven strategies to elevate your content, engage clients, and grow your business in uncertain times…
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…
Have you ever pondered an investment trend or a specific client’s decision, and asked yourself, “Why did they decide that?” Every investment choice is not just based on stats and figures but deeply rooted in human emotions and subconscious patterns..
Leaks in your pipeline aren’t just minor inconveniences; they symbolize golden opportunities—potential AUM—slipping away, often right into the competition’s hands. So, how do you ensure your sales pipeline for financial advising is robust and efficient?
Business development, lead generation, and financial prospecting tactics have been drastically evolving. As a financial advisor, it’s critical to learn new methods to keep pace. Unfortunately, prospects often don’t answer your phone calls due to Caller ID and Do Not Call laws. This restricts who and when you can call, leaving those new to the industry feeling overwhelmed. Moreover, relying
Unlock exponential growth in AUM with expert insights from top advisor, Barbara Hudock. Discover her secret to overcoming growth barriers – focusing on your team. Learn how to optimize your team’s skills for increased conversions, more referrals and a steady influx of assets. Begin your journey towards being an industry superstar today…
There is a debate that has been going on for hundreds of years. We’ll solve it for you right here. The chicken came first. What do we mean? You have big goals. Those end-of-the-rainbow objectives. You will not get there without the right people in the right spots. That $500,000 to $4.6M in production scenario? That advisor hired a great
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…
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.
On this webinar, we’ll be unveiling some major updates to the System that you, as an advisor wanting to double production or work half as much, need to know. You’ll hear from: Frantz Widmaier – CEO, Matt Hicken – Sr. VP of Client Success, and Matthew Bailey -Direc…
The world’s best performing CEOs run their companies for an average of 15 years. The top performers come in, run a fantastic business, and set it up to continue its current success for decades after they’ve departed. As a customer of some of these great companies, when that leadership transition is done correctly, we hardly notice the change…
In 2022, financial advisor David Baker defied the odds by generating $34.5M in new AUM despite a 19.4% drop in the S&P 500. How did he achieve this remarkable business growth? Through strategic marketing efforts, David expanded his client base and elevated his financial planning practice to a whole new level…
Every year, we talk with top advisors across the country. One of their key traits is they plan for and execute campaigns for growth. We help create customized growth plans for financial advisors like you – and every year, we review how well past growth plans have worked. That helps us see: What prospecting channels are working right now? Which
The new SEC Marketing Rule contains multiple prohibitions and restrictions that all investment advisors must follow when it comes to their marketing – especially when it comes to marketing their investment performance. But while this new rule makes selling trickier, it also presents an opportunity for some advisors to get ahead of the game. That’s because Ric and Connor have…
Our hosts, Tony Parmenter, our Sr. VP of Qual and Matt Hicken, our Sr. VP of Client Services together have a combined 50 years of team-building experience in this industry. Together, they have coached advisors on how to build teams that can support million- and billion-dollar practices. In this webinar, they are going to walk you through the qualities, characteristics,
Interest rates have skyrocketed. The markets have been rocky. A recession, in all likelihood, is coming. Ask yourself right now: “Where is my growth going to come from in 2023?” Chances are, the two main places are referrals and new assets from existing clients. If so, you’re going to love this webinar – where we’ll show you how to maximize
Live from AdvisorCon in Charleston SC, Matt and Tony recorded a live Strategy School session about one of the most important topics they’ve encountered in the past twelve months: Plateaus.
In working with advisors who manage anywhere from $10M to multiple billions in AUM, Matt and Tony have seen each every one hit plateaus in their growth. These are
You see, John – a financial advisor in Clarksburg, West Virginia – went from scrabbling and scrambling to knowing exactly how many pebbles it takes to bring the water. (Water, in this case, being new assets under management.) Over the past two years, he’s honed, refined, and most of all, simplified the core processes that make up his business. The
Fact: Many financial advisors have a selling problem. Nearly every week, our coaches here at Bill Good Marketing talk to at least one FA who is meeting with lots of prospects but only closing a few. This man is Ric Lager… He doesn’t have that problem. Ric is a long-time veteran of the Bill Good Marketing System. He’s also the
Your CRM is the brain and nervous system of your organization. Without one built to support your firm, it’s just a bunch of separate parts moving in non-coordinated directions. If you are not seeing actual ROI from the activities in your CRM, then you are not using it to its full capacity. You basically have an expensive piece of software
Selling to the HNW is a process in and of itself. If you’ve made it far enough for that first meeting, you are halfway there. And the rest of the way is a choreographed dance. Do you know the steps? Do you know what it takes to close new business among the HNW? What’s more, do you know how to
I am sure by the time you read this, your phones have been ringing, your email box has been filling up, and you’ve already heard from some worried clients. Here, at Bill Good Marketing, our Head Writer is busy working on a handholding letter for our financial advisor clients to send out to their clients. Our handholding lett…
Do you want to take more time off? Are there goals outside of your career that you’d like to pursue? If you answered yes to either question, then we have a webinar for you! In this webinar we are going to be talking with a spectacular guest, David Baker. David became a Bill Good Marketing client in April of…
When you look at all the great advisors we’ve worked with, they all have several things in common. But, where it counts the most, they all had (and have) a very high conversion rate from prospect to client. What is their magic formula? Is it some kind of sales magic alchemy? The strength of their personality? Their charm? Yes, y…
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
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…
Prospecting through the COVID era has been interesting, to say the least. Advisors across North America have been leveraging every remote prospecting strategy to keep their pipelines full. Some with success, others not so much. One prospecting strategy that works consistently is seminars. Then social distancing put a damper on those for a while. But now, wit…
Bill Good Marketing has been around for over 40 years, longer than almost any other coaching service, content provider, or CRM platform in the industry. How have we survived so long? Best Practices.124 of them to be exact. Covering every area of your business from Practice Management to Marketing, Prospecting to Branding, and more…
Every day, thousands of advisors go into their office, close the door, and look at their massive “todo” list. And every day, thousands of advisors make the same mistake. To explain what that mistake is, picture this scenario: It’s time to mow the lawn, so you get out your mower and start working on your front yard. On the way…
If you were to make a list titled “GOOD MARKETING IDEAS”, running a Monthly Drip Campaign to stay in front of your clients and prospects would be near the top of the list. This means sending at least one message every month on a subject your clients and prospects are truly interested in. Why is drip marketing so powerful…
Most financial advisors think they control most of their clients’ assets. But here’s the truth: On average, advisors control only 40-50% of client assets. How do we know? Because over the last forty years, we’ve coached thousands of advisors on how to FIND MORE MONEY, and the result is almost always the same: They’ve discovered tens of millions in…
More than one of our clients have struggled with this aspect of practice management. As one client recently told us: “There are business coaches and marketing coaches, yet no one coaches on the key areas that take the energy out of an advisor like personnel problems.” That is exactly what we address in this webinar. In the independent space…
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…
