How the Top Financial Advisors Grow their Business - Bill Good Marketing

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 grow or improve your practice.  Sometimes I fly solo, but more often than not, I have a guest.  Usually, these guests are financial advisors, too – and when it comes to growing a practice, they’re the best in the industry. 

That’s important, because when it comes to growing your business, the best way is to emulate what the top financial advisors do to grow theirs.

If you’re reading this, chances are you’ve already attended one of my webinars in the past.  But there may be some you wanted to attend that you just couldn’t. 

The good news is that you can still listen to those webinars, because we have great recordings of each of them! 

Here’s a list of some of the webinars I’ve done over the past year.  Look over the list to see if any of them interest you.  If so, just click the link, enter your name, and listen whenever it’s convenient!

The Educational Webinars of Bill Good Marketing

How the Top Financial Advisors Get Referrals Without Asking

Referrals.  They’re the lifeblood of every successful practice.  But most FAs make the mistake of asking for referrals, which is uncomfortable, and almost never works.  Fortunately, there’s a GOOD way to generate referrals – one that all the top financial advisors who subscribe to my System use to dramatically increase their referrals.  In this webinar, I show you how to get referrals without ever asking for them. 

Click here to listen to “How to Get Referrals Without Asking”

The Seminar Success Zone
(with special guest Chad Henry)

top financial advisorsThe man to your left is Chad Henry – and he’s someone you really should listen to.  Chad is one of the top financial advisors in the industry at building his business through seminars.  In fact, last year he brought in $28 million in new assets from seminars alone. 

Once upon a time, though, Chad wasn’t having much success with seminars.  But after adopting many of the techniques I taught him, Chad made some simple but extremely effective tweaks.  You see, I have identified that there are 7 key statistics that lead to seminar success.  Each statistic must be in a certain range.  If it’s not in that range, it will be hard to make seminars profitable.  But when the stats line up, you’ll find yourself in that wondrous place that I like to call The Seminar Success Zone.  That’s where Chad is now.

In this webinar, Chad and I showed you what those 7 statistics are, and what Chad does to keep each stat in the optimal range. 

Click here to listen to “The Seminar Success Zone”

How to Make Sure Your Leads Never Dry Up
(with special guest Steve Robbins & Lisa Avenevoli)

The man to your right is Steve Robbins.  He’s a CFP who has earned numerous awards and hontop financial advisorsors from various organizations during his long career.  More importantly, Steve and his team are masters at prospecting. 

You see, most advisors get their prospects from one, maybe two different sources.  That means trouble, because if your one source dries up, you’re simply out of luck. 

But not Steve. 

Month after month, year after year, Steve and his team reach their business goals because they always receive a steady flow of prospects.  How do they do this?  Because Steve took my advice and created a diversified prospecting strategy that contains multiple sources of new leads.  We’re not talking 1 or 2.  Not even 3 or 4. 

We’re talking seven

In this webinar, Steve, his marketing director Lisa, and I shared those sources with you, as well as the actual steps Steve takes to generate leads from each of those sources. 

Click here to listen to “How to Make Sure Your Leads Never Dry Up”

When Clients Die, Assets Fly: A Preventative Strategy

Over the next few years, tens of thousands of baby boomers will inherit trillions from their parents.  It will cause thousands (at least) to move their new assets from their parents’ advisor to a new advisor.  If you are the former, this could seriously damage both your practice and your own retirement plans. 

The good news is that I have a solution.  It’s called the “Family Financial Advisor Strategy.”  It’s not mere theory.  It’s a tried-and-true, step-by-step process that many of my clients have been employing over the past few years.  In this webinar, I showed you how the process works, how to identify who your clients’ heirs are, how to cultivate relationships with them, and how to open an account with them before your client dies. 

Click here to listen to “When Clients Die, Assets Fly: A Preventative Strategy”

How the Top Financial Advisors Keep Getting Better
(with special guest Rob Rose)

top financial advisorsThe man to your left is Rob Rose, and he’s someone all advisors should emulate.  That’s because he’s the single best FA I know (and I know tens of thousands) at setting a goal, planning how he wants to get there, and then creating simple, repeatable processes to make it happen.  For example, when he set a goal to get to $1 million in production, he achieved it.  Same for $2 million.  Right now, he’s at $2.5 million in production.  By 2020, he wants to be at $6 million.  Is there any doubt he’ll get there?

The reason Rob is so good at achieving his goals is because he’s so committed to implementing, maintaining, and refining as many best practices as he can.  In this webinar, Rob and I discussed the list of all the best practices he has built his business on, and which ones he is currently refining.  Then, we showed attendees how these best practices work and how you can implement them, too. 

More advisors attended this webinar than any other in the past 12 months.  Don’t miss it. 

Click here to listen to “Refining Best Practices with Rob Rose”

How to Be Found & Look Good

Be found and look good. 

This is the NUMBER ONE COMMANDMENT for financial advisors when it comes to their brand. 

Since you are a brand, you should pay special attention to your presence on the web. Because for 99% of the people you meet – whether they’re prospects, referrals, potential strategic partners, you name it – your website, LinkedIn profile, and other social media platforms will be the very first place they will encounter your brand.  As a result, it’s often your one shot to draw their attention and capture their interest.

Unfortunately, many advisors make some absolutely devastating mistakes when it comes to their web presence.  The good news is that you if avoid some of these mistakes, and insert best practices instead, you can establish a killer web presence that will dramatically enhance your brand.  This is what the top financial advisors in the industry do; now you can do it, too.   

In this webinar, I explain exactly what the most common mistakes are and how to avoid them, as well as the most powerful BEST PRACTICES for creating a strong web presence. 

Click here to listen to “The Most Common Web & Social Media Mistakes & How to Avoid Them”



If you fill out my “Post-Webinar Report Card” for any of these webinars, I’ll send you a FREE goody basket containing documents, tools, and resources that will help you implement everything you learned.  In many cases, these documents come from the top financial advisors mentioned above.  (You can find the link to each Report Card in the recording itself.)

Zoho Register Test

To access our white papers, downloads, and updates to test zoho

This information will be used by Bill Good Marketing for the purposes of extending access to white papers, case studies, and for internal marketing purposes.  For additional information please see our full Privacy Policy

Registration Success!

You can now download documents, case studies, and white papers, as well as access webinars and other restricted content on our site. Look for the download buttons to download your files or the webinar recordings.


Please Login below to access our white papers, downloads,
conference recordings and more.


Below to access our webinars, white papers, downloads, and updates.


To access any of the white papers, downloads, and updates.