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… He doesn’t have that problem. Ric is a long-time veteran of the Bill Good Marketing System. He’s also the co-creator of No More Pies®…
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…
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…
