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40 Years and Counting
Bill Good Marketing has been helping financial advisors grow their businesses for over 40 years. In that time we’ve developed a strategic framework that can help any advisor double their business in just a few short years.
We’ve had clients double two, three, and even four times over the years of working with us.
Each and every one of those doubles started with our growth plan. Whether you are an RIA, or working with a broker dealer, just getting started or have decades of service under your belt our two year plan can put you on the path to new growth.
A Truly Personalized Plan
This is not a boiler-plate plan, but one tailored to you and your practice. We’ve worked with 1000’s of advisors across the spectrum of companies.
We know the complexities of both sides and compliance. We will factor in everything from your likes and dislikes to the speed at which you’re prepared to move.
What Will A Message Plan Do For You?
Part of our “Client Relationship Retention Formula” states,
“Send every client a letter every month about something they are likely to be interested in.”
Bill first formulated this in 1989 and we have seen no reason whatsoever to modify it in any way. Especially because it gets results.
Yes, we have added emails and social media. But the core of “Monthly Drip” is a physical letter with the specific type of stamp.
Client mailings were the start of Monthly Drip.
Not too long after we started mailing to clients, someone asked, “What do we do with prospects?” Bill’s reply, a few days later, was, “Let’s treat prospects like clients, and they will become clients.”
Vast experience since then has proven that to be true.
Why letters, not email?
Because people that follow the Head Gorilla’s advice enjoy more referrals, less work, easier-to-close prospects, better branding, and less selling. We have covered all of this many, many times.
And our Message Plan Process is how we make this noble idea happen every month. Without fail.
What's the Process?
Here’s how the Head Gorilla will create your custom Message Plan.
Step 1: Analysis
Step 2: Holiday Planning
He will drop a link to that choice in your Message Plan. For each letter, you will work out the exact schedule that it needs to be sent, first to compliance, and then to your prospects and clients.
Step 3: Event Planning
You probably have some clients who are not in easy driving distance. So to meet the commandment of Client Retention – that every client receives a letter every month – we need to plan something for the category that we call “Everyone Else.”
Step 4: The Year in Review
Step 5: Growth via Clients
Step 6: Planning for Prospects
Step 7: Campaigning for Connections
The Joys of a Message Plan
Let’s suppose you have spent an hour or two with the Head Gorilla developing your plan. You are wrapping up a busy Christmas season. And for a fleeting second, you wonder, “What am I going to do for Monthly Drip in January?”
Then you remember you have a plan.
Then you check with the team member responsible for getting out the mail, “How are we coming on January’s plan?” The answer should be something like, “We are ready to go. Compliance has done its thing.” And you go back to doing your job, and we will continue to do ours.
If you are looking to get back on the full system, click here to schedule a call.
We look forward to seeing you back in our jungle!
The best time to get started is today, to be ready for tomorrow.
If you decide you’d like help putting this plan into action, we can help with that too.
Don't just take it from us
We let the results speak for themselves
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Message Planning Session with the Head Gorilla!