WELCOME TO OUR LIBRARY ON ALL THINGS
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.
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 strategies are working right now? Where are the best places…
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 four rules of their own…
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, and the skills you need to build YOUR own…
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 both channels in 2023 using one simple tool: Content…
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 levels where everything just seems like too much work…
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 result? $2M in new assets each week. Yes, you re…
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…
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 to keep your notes and reminders…
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 get them to refer their frien…
