It’s a simple phrase. There’s nothing clever or catchy about it. But it’s what you want to do, isn’t it?
Whenever we hold a client survey, we ask the question, “What do you want to accomplish?” The answer is almost always the same: “I want to grow my business.” At this year’s Users’ Conference, we are going to show you how to do exactly that.
I’m extremely excited about our lineup this year, because we’re covering more aspects of “growing your business” than ever before. Most importantly, this Users’ Conference is a chance for you to network with other successful advisors, find out what’s working today, and get your questions answered.
Here’s what you will get out of Users’ Conference 2017:
CONFERENCE DATES:
May 18th & May 19th 2017
Charlotte, NC
Bill will show you new ways to improve your selling skills and closing ratio by making a few simple (but powerful) adjustments.
Ed will talk about what it’s like sitting on top of a $1.3 billion financial advisory practice and how he and his team manage day-to-day with 800 households. In addition, Ed and Bill will introduce the “$1B Team Organization Chart.”
With more than 1,200 clients families, Montee Sneed owns Columbia, TN (pop 35,000). Yet he claims not to have prospected since 1991. In his presentation, Montee will show you strategies for growth that don’t involve prospecting.
This dynamic duo attended Users’ 2016, implemented what they learned, and pulled off a 14-month double. Now, they’ll show you exactly what they did and how you can do it, too.
Michael, our Gorilla class instructor, will show you and your staff how to better manage their time, ask for appointments, promote referrals, and more!
Lou Harvey is the president of DALBAR and a renowned expert on the financial services industry. He will show you how to educate your clients and prospects on the benefits of active management. This presentation goes hand in hand with Bill's talk on how to sell advice.
With $1.3 billion in AUM, David has been a prospecting master for over 30 years. In 2016, he opened over 100 new client households. Now, David will give you an inside look at his prospecting strategy.
We are releasing a huge volume of new content this year in honor of our 40th anniversary, including five new campaigns and four new strategies. Matthew, our Director of Marketing, will explain how they work and how they will benefit you.
Rhonda Ferguson is a veteran Users' Conference speaker. She will lay out a comprehensive strategy to capture "money in motion" in your community. This strategy enabled Rhonda to bring in approximately $40 million in new assets last year.
Jack is a Gorilla legend who has spoken at many conferences in the past. This year, he will introduce a sales process that reduces the usual 2-3 meetings to close a prospect to one meeting plus one or two phone calls.
At Users' 2015, Chad laid out the seminar system that helped him bring in $30 Million. With this presentation, he walks you step-by-step through a sales process that will give you a 50% close rate.
Bill Good Marketing is turning 40 this year. To celebrate, we’re going to be giving some extra bonuses at this year’s Users’ Conference. For instance:
BONUS – Raffle to win either an Amazon Echo, a free 1-year subscription to our online Prospecting Mastery Course, or a 3-hour consult with Bill himself at a time of your choosing.
HOW TO GET – Simply come to the conference! Every attendee gets 1 ticket added to the raffle. If you bring a member of your staff, that’s another ticket. 2 staff members means 3 tickets in all. You get the idea.
BONUS – Small group lunches with either Bill or guest speaker Michael Birch.
HOW TO GET – Limited availability for additional fee. We will accept only 8 people per lunch. To reserve your seat, you must call in to register as early as possible. Call Michelle at 800-678-1480 ext. 1309 for details.
BONUS – Access to our new series of Continuing Education webinars. Every three months for the next year, we will hold a special webinar on the various topics discussed at the conference to brief you on new updates to those topics, answer your questions, and help you implement all the things you learn in Charlotte.
HOW TO GET – Simply come to the conference!
Carl Gay
Stephen Duquette
