The 2017 Bill Good Marketing Users' Conference

The 2017 Users' Conference

“Grow your business”

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:


May 18th & May 19th 2017
Charlotte, NC

Speakers And Topics

Bill Good

The Best Way to Sell Advice

Bill will show you new ways to improve your selling skills and closing ratio by making a few simple (but powerful) adjustments.

Ed Blumenthal

Getting to 1 Billion: How to structure your time and your team

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.”

Montee Sneed

How to Grow Without Prospecting

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.

Darrick Hutchins & Raymond Kramer

How to Achieve a 14-Month Double

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 Birch

How Your Team Can Produce More Appointments, Referrals & Growth

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

How to Sell ‘Active Management

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.

David LePoidevin

Expert Advice: Prospecting Tips from a Billion-Dollar FA

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.

Matthew Bailey

Special Unveiling of New Marketing Strategies and Campaigns

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

Windfalls: Capturing Money in Motion

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 Reutemann

How to Convert the 'Do-It-Yourself' Investor

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.

Chad Henry

How to Close 50% of the New Prospects that Come to Your Office

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.

Come Join our 40th Anniversary Celebration!

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:

Users’ Conference 2017 – Special bonuses for attendees!

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!






BONUS – Receive a copy of our new Wilson Book. This new book is a collection of our finest Wilson letters, now reproduced as a single narrative. It’s an outstanding gift for clients.

HOW TO GET – Be one of the first 50 people to register for the conference. We will be selling the book later on in the year, but if you are one of the first 50 to register for the conference, you get it for free!

BONUS – Discount on all other BGM products and services, including our online Prospecting Mastery and Relationship Management courses, as well as our Training Library and Remote Computer Operator programs.

HOW TO GET – Simply come to the conference! Attendees to the conference are eligible for a special, one-time-only discount on all our upgrades, products, and services.

BONUS – After the conference is over, receive a complete list of notes and action items for every speaker presentation. This will help you implement what you learned.

HOW TO GET – Simply come to the conference!

What Past Attendees Are Saying About The Conference

Carl Gay

“The reason I keep going to Users’ Conference is that you’re always getting new ideas.  The information is NEW.  The caliber of people you meet is incredible.  You can’t do everything you learn, but even if you execute just the top 2 or 3 ideas, it’ll help you change or grow your biz or help you do more for your clients.  The fact is that Bill and his team ALWAYS put on a good conference.  I consider it one of the most “can’t miss” events of the year.”

Stephen Duquette

“I see BGM as a big family.  I’ve been to other events and conferences where there’s not a lot of sharing going on.  Advisors don’t want to share their best ideas, because they are afraid their competitors will steal their business.  At Users’, people share.  Bill has created a family where everyone is very open and willing to help each other out.  Not just successes, but failures.  What’s working AND what’s not.  The agenda is always strong and full of quality.

If you are on the fence about going, suck it up, pay the money and go, because you have this great System and if you want to leverage the use of it, then go and see first-hand what other advisors have done to do that.   You have a great opportunity to hear top-notch advisors who were in the same position you are explain how they got to the top. 

Remember: price is important only in the absence of value.  With Users’ Conference, there’s a TON of value.  It’s a great investment in your business.  We advisors all spend tons of money doing a lot of crazy things to grow our businesses.  This one isn’t crazy.  It’s worth it.”


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