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Posts Tagged ‘prospecting’

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


Five Ways to Get More Referrals

In a previous blog post, I listed 5 facts about referrals you need to know.  If you haven’t read that yet, go read it now, then come back.  I’ll wait.   **Waiting** Welcome back!  Now that you know to PROMOTE referrals instead of ask for them, here are 5 easy ways to do so.  . . . Read More


How to Dominate Your Market in 3 Years

How to Dominate Your Market in Three Years Tuesday, August 8 Watch the webinar recording here. The woman to your right, Rhonda Ferguson, is one of my best and longest-running clients.  She’s mastered so many different forms of prospecting, from classic mass marketing channels like seminars and direct mail to more modern channels like relationship. . . Read More