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Posts Tagged ‘prospecting’

How to FIX YOUR PROSPECTING in 3 Steps

Ever wondered why you aren’t getting more prospects?  Why some prospecting campaigns just don’t seem to work?  Why you’re not growing?   Rich Liberante, a CFP in Arizona with practically nothing in AUM, had those same questions.  (He’s the man below.) Together, we looked at why his prospecting wasn’t working. We applied three steps to get. . . Read More


Six Summer Prospecting Strategies For Financial Advisors

Most advisors take a break from prospecting during the summer, thinking there’s nothing they can do that will work.  They couldn’t be more wrong. Make no mistake, prospecting can be difficult during the summer.  But that doesn’t mean it’s impossible.  There are several prospecting strategies that actually work well when the weather gets hot.  Some. . . 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


Five steps you must take if you want to DOUBLE your production

Do you want to grow your business?  Do you dream of a DOUBLE?  Then there are five steps you must take. In all my decades of helping advisors grow, just about every advisor who ever completed a double (most within 2-3 years) did AT LEAST three of these five things.   And I’m going to cover them. . . Read More


How to Grow Your Business During a Volatile Market

Volatile markets are something all financial advisors have to deal with sooner or later.  During my forty years in the industry, I’ve coached tens of thousands of advisors through multiple bear markets and dozens of market corrections.  The 1987 stock market crash.  The bursting of the dot-com bubble.  The aftermath of 9/11.  The Great Recession. . . Read More


If you hold seminars, there’s one type of invitation you should avoid at all costs

Poking through my email this morning, I saw a seminar invitation a client had sent us. It’s pulling about .25%. It took about 15 seconds to see what’s wrong with it. It’s a POSTCARD. Gasp. I have seen a long, tearful chain of failed postcard invitations. The last one was sent by a client who. . . Read More


Fantastic Prospects and Where to Find Them

Have you ever felt like tearing your hair out, because you just don’t know where to look for new prospects?  If so, the solution to finding fantastic prospects is surprisingly simple: To figure out what your best prospects look like and where to find them, first take a look at your best clients. Add this. . . 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


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 Achieve Seminar Success

How to Achieve Seminar Success Wednesday, September 13 – Thursday, September 14th The man to the right is Rich Liberante – and if you’re looking to grow your business, he’s someone you really should listen to. Rich is a financial advisor in Arizona. More importantly, Rich is one of the best in the industry at. . . Read More