The Bill Good Marketing System®
Is a computer-based, client marketing, prospecting and practice management system. In other words, our system is designed to help you:
- Solidify your client retention, improve client engagement, and help you become the sole provider for all your clients’ financial needs and assets.
- Generate and close enough new prospects for you to reach your business goals. Run a more modern and efficient business by implementing as many “best practices” as possible.
When fully implemented, the system can help you do what so many other advisors have done: double your business or work half as much!
Check out our various white papers to learn more.
The System (Overview) 
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Executive Summary
Start here to get the “big picture” view of what our system is and how it can help you double your business or work half as much!
Executive Summary
Executive SummaryClient Marketing 
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Client Marketing The “Good Way”
The number one rule for any business is to keep what you’ve got. This white paper will demonstrate how we can help.
Client marketing the "Good Way"
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The Case Against Book Pruning
For years you have been taught to cleanse your book of smaller accounts. This is a gigantic mistake. Read this white paper to learn why keeping your smaller accounts can be a major source of future growth.
The Case Against Pruning Your Books
Prospecting 
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Gorilla Prospecting Strategy
There are many ways to prospect. This white paper lays out the various “prospecting channels” you can expect to employ when using the system.
Gorilla Prospecting Strategy
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Referrals Without Asking
Everyone wants more referrals—but there’s a right way to pursue them and a wrong way. The wrong way involves asking for them. The right way does the opposite.
Referrals without asking
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Seminar Success Zone
Seminars are still an excellent way to grow your business—but you must do them right. More specifically, you must understand the various factors that go into holding a financially successful seminar. This white paper shows you what those factors are.
Seminar Success Zone
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The Good Way to Sell
Effective selling is a process made up of different steps, disciplines, and techniques that you can apply to every client or prospect every single time. “The Good Way to Sell” is Bill Good’s process, developed and refined over his 40+ years in sales.
Good way to sell
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Simplifying the Complex Sale
The more complex a sale is, the more likely it will fail. This white paper provides tips on simplifying your selling.
Simplifying the complex sale
Practice Management 
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Best Practices for the Thriving Financial Advisor
What do the best financial advisors do that others don’t? They implement more “best practices.” This white paper shows you what a few of those best practices are.
Best practices for the thriving FA
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Contact Strategy
The number one complaint made by clients in your industry is that they don’t hear enough from their financial advisor. By following the steps laid out in this white paper, you can prevent that complaint from ever being made to you, while simultaneously creating “top of mind awareness” with all your clients and prospects.
Contact Strategy
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How to Protect Your Business Through Better Contact Management
If you don’t have good contact management, your business could be in danger. Learn how in this white paper.
How to protect your business through better contact management
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Surefire Team Development
Bill Good was perhaps the first major figure in the industry to promote “the team concept.” This white paper shows you both what a successful team looks like and how to build it.
Surefire Team Development
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How to Transition to a Fee-Based Practice
Transitioning from commissions to fees can be a daunting task—but it doesn’t have to be a complicated one. This white paper lays out the single best way to get it done without experiencing a major drop in your income.
How to Transition to a Fee Based Advisor
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Partnerships
Thinking about entering into a partnership? This white paper will tell you everything you need to know.