Your 2027 Business Physical

Before You Chase Growth in 2027, Check Your Vitals

You can’t rev a car to 90 when the tires are low. Same with your practice: there’s no point filling the pipeline with leads if there are cracks underneath. In this free webinar, Bill Good Marketing’s Stephanie Peterson and Tony Parmenter walk through the seven business vitals that tell you whether your practice is actually built to grow, and the four areas to fix first, before you spend a dollar or an hour chasing anything new. It runs about 65 minutes, and you’ll leave knowing exactly where your numbers stand.

Know Your Numbers Before You Plan Your Year

Most advisors head into a new year focused on doing more: more leads, more referrals, more events. But more effort on a leaky system just loses you more. The smarter move is to measure first.

The webinar opens with your seven vitals: the referral percentage healthy practices hit (15 to 24%), the closing ratios you should see from referrals versus cold leads, how many qualified leads you actually need each month, the share of those leads that set appointments, how your time splits between growing and maintaining, the number of days you can let slip between personal contacts before a client quietly forgets you, and why you need at least three channels producing assets instead of leaning on one. For each one, Stephanie and Tony give you the healthy range and the first place to look when you’re below it.

Then they get practical. You’ll dig into the four areas worth optimizing in 2027: client engagement, your team, your sales process, and your prospecting channels. You’ll see how a targeted monthly drip and a full event calendar lift referrals, why the “cat-dog-bird” habit of one person juggling every role quietly stalls a practice, how to build KPIs around outcomes rather than busywork, and how to pick the growth channels that fit your style and your ROI, not just the ones everyone else runs.

Meet Your Presenters

Stephanie Peterson has been with Bill Good Marketing since 2006, spent a decade as a coach-consultant, and now helps advisors find the right support to reach their goals. Tony Parmenter is marking 25 years with the company; he oversees client services and onboarding and works alongside every coach on the team. Between them, they talk with advisors across the continent every week, so the ranges and fixes in this session come from what’s actually working in real practices, not theory.

Your Free Goodie Bag

Watching will give you the plan. These resources help you run it. As a thank-you for your time, you’ll get two downloads: the Surefire Team Development Guidebook, written by Matt Hicken and Bill Good, on structuring your team so the right people are doing the right things, and a sample 2027 Event Calendar built from what the best event marketers in our network actually run, so you can map your own year. Both are yours free.

Want a Second Opinion on Your Plan?

If the webinar has you rethinking where to focus, the natural next step is a complimentary two-year growth roadmap with Stephanie Peterson. She’ll help you assess each area of your business and pinpoint where you’ll get the best return on your time and marketing budget in 2027. Grab the goodie bag and book your roadmap at bgmtips.com/grow27.