Webinars
How to Be a Million+ Producer
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
Webinars
What the Wealthy Really Want
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
Webinars
The Raving Fan Formula
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…
Webinars
Standing Start to Growth
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
Webinars
The Tariff Prospecting Playbook
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…
Webinars
Elite Expansion
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…
Webinars
Strategic Seminars
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
Webinars
Build. Buy. Dominate.
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
Webinars
No Pain, All Gain
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?
Webinars
How to Stand Out
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…
Webinars
Talking Points
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…
Webinars
State of the System 2024
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…
Webinars
Proven Prospecting
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…
Webinars
The Secret to Organic Growth
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…
Webinars
Client-Centric Growth
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…
Webinars
The Seminar Success Zone
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…
Webinars
The Multi-Million Dollar Mindset
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…
Webinars
The Partnership Puzzle
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…
Webinars
New AUM for the New Year
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?
Webinars
The Future of Business in 2024
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…
Webinars
The 12 Letters Every Advisor Should Send in 2024
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…
Webinars
What’s Working Now: 5 Ways to Increase Organic Growth
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…
Webinars
The Invisible Influence
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..
Webinars
Billion-Dollar Breakthrough
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?
Webinars
Catching the Big Fish | Sam Richter
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
Webinars
How this Advisor went from Solo to Superstar
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…
Webinars
The Billion Dollar Blueprint
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
Webinars
Three Powerful Prospecting Strategies for Summer 2023
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…
Webinars
How this Advisor Averages 60 Referrals Per Year
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.
Webinars
State of the System 2023
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…
Webinars
The Easiest Way to Give Your Clients Peace of Mind
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…
Webinars
Financial Advisor’s Growth Strategies Lead to 35M in 2022
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…
Webinars
Three Key Traits of Top Advisors
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
Webinars
The Four Investment Rules That Will Win You New Business
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…
Webinars
Build Your Own Dream Team
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,
Webinars
The 12 Letters Every Advisor Should Send in 2023
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
Webinars
The Way of Powering Past Plateaus
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
Webinars
Bigger & Better
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
Webinars
Show, Don’t Tell
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
Webinars
Be the King of Your Jungle
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
Webinars
The Asset Accelerator
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
Webinars
Is the Bear at Your Back Porch?
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…
Webinars
3 Steps to Triple Your Growth Rate
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…
Webinars
7 Crucial Steps to Closing New Clients
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…
Webinars
The Family Financial Advisor: Prospecting the Next Generation
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…
Webinars
A Bear in Our Backyard?
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…
Webinars
How This Financial Advisor Doubled his AUM in 2021
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…
Webinars
Filling Webinars and Getting Appointments
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
Webinars
Practice Management Immersion
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…
Webinars
The One Skill Your Junior Advisor Most Needs
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…
Webinars
Dominating Your Market Having Fun with Clients
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…
Webinars
Heirs Take the Money and Run
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…
Webinars
Retaining and Building Your Most Profitable Pipeline
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…
Webinars
5 Ways Your Team Can Skyrocket your Production
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…
Webinars
Seminars are Back!
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…
Webinars
The BEST Best Practices
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…
Webinars
Mastering Time Management
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…
Webinars
Drip Marketing the Good 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…
Webinars
How to Find New Assets and Create Introductions Every Week
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…
Webinars
Ten HR Mistakes That Put Your Practice at Risk
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…