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Posts Tagged ‘Best Practices’

Building the Perfect System: An FA with $420 million in AUM shares his best practices

Next week, I’m holding a special webinar you do NOT want to miss.  I will be reviewing the results of a 10-year experiment — results that could have a profound impact on your own practice.  About a decade ago, an advisor named Rob Rose (that’s him on the left) came to me and said, “I. . . Read More


How to Build Goodwill and Generate Referrals Through Holiday Letters

SPECIAL OFFER! For a limited time, I’m giving away a FREE summer-holiday letter of your choice. Read the article below to see why.   The Simple, Sublime Importance of Holiday Letters I received a wonderful note from a client earlier this week. Here’s what he said: “Dear Bill, We must confess, we had no idea. . . Read More


Threat Assessment: Act Now to Convert These Five Threats into Opportunities

  Threat Assessment: Act Now to Convert These Five Threats into Opportunities   Author’s Note:  As usual, I have a lot to say and not enough space to say it. That’s why I invite you to visit www.billgoodmarketing.com/5threats. There I have posted webinars and strategies to help you deal with these threats to the viability. . . Read More


How to Create a Billion-Dollar Team

How to Create a Billion-Dollar Team An FA with $1.5B in AUM reveals how your team can replicate his team’s success   The man to your left is Ed Blumenthal, a Philadelphia-based advisor with over $1.5 billion in AUM.  Along with his partner, Mark Eskin, Ed runs one of the largest and most efficient practices. . . Read More


New AUM for a New Year

PRESENTING: Four Top Prospectors Reveal Their Strategies for 2018 Don’t miss this amazing panel on the biggest webinar of the year! Over the last month, I’ve had some extraordinary conversations with four advisors about how they have raised an extraordinary amount of new AUM.  With each, I asked, “What’s the single biggest source of your. . . Read More


A Simple Way to Stand Out from other Financial Advisors

The importance of dripping For decades, I have coached financial advisors to send a letter to their clients and prospects every month on a topic of interest to them.  This is called “dripping,” and it’s key to: Client retention Business now New assets New clients There are many reasons why dripping is effective at all. . . Read More


One Common Marketing Mistake Financial Advisors Make and How to Fix It

Here’s the common marketing mistake: emphasizing features instead of benefits.  How common is it?  Fact is, most financial advisors are making it right now.  On their website, in their sales pitch, you name it. Why is this so important?  Well, think of it this way.  When you buy a new car, you don’t make your decision based. . . Read More


Stop Ignoring 50% of Your Best Prospects

Imagine this all-too-common scenario involving some of your best prospects: Let’s say you host a seminar.  At the event, you meet a nice couple named Mr. and Mrs. Oldebucks.  After your presentation, you spend a few minutes talking with them and answering their questions.  When you get back to the office, you look at the. . . Read More


How to Find More Money in Your Book

If you’re like most financial advisors, you would love to find more money in your book, wouldn’t you?   You can by taking what call the Find the Money Challenge.   How to Find More Money in Your Book For years, I’ve taught advisors that you can always find more money in your book.  No matter who you are. . . Read More


How the Top Financial Advisors Grow their Business

Whether you’re a rookie just starting out, or a veteran with decades of experience, you probably want to know how the top financial advisors grow their business.  If so, I have a great resource for you.   Approximately once a month, I hold a special webinar for advisors.  Each webinar covers a powerful way to. . . Read More