State of the System 2024

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This is your chance to gain insider knowledge that will put you miles ahead in the industry. Over the past year, our team at BGM has been hard at work, innovating, iterating, and fine-tuning the System to ensure you can achieve your goals faster.

And this webinar is your exclusive pass to see what’s new, what’s improved, and how you can leverage these advancements to elevate your business.

The First Big Update: Technology

Frantz Widmaier, our visionary CEO, will take you on a journey through our latest technological breakthroughs:

A New Revolutionary Technology Platform: Discover how our new platform can help you build and maintain your Trusted Advisor Identity, ensuring you stay top-of-mind with clients, garner more referrals, and convert more prospects more effectively. This isn’t just an update; it’s a game-changer.
Gorilla 5 Enhancements: Explore the newest upgrades to Gorilla 5, including role-centric tutorials and an all-new Content Library, designed to make your marketing efforts more impactful and efficient.
Momentum Coaching Platform: Be among the first to experience our new coaching platform, Momentum, that promises to streamline your processes and maximize your productivity.

The Second Big Update: Coaching

Matt Hicken, our Senior VP of Consulting, over the past year has been on the front lines, helping our advisors tackle business growth and continuity challenges. He’ll share:

Onsite Consultation Insights: From Succession Planning to Team Restructuring, hear real-life success stories and strategies that have made a significant impact.
New KPIs for Office Managers: Learn how to implement these key performance indicators to drive your team’s success.
Growth Metrics: Compare your progress with industry benchmarks and see what’s achievable with the right guidance.
Video Scripts and Best Practices: Get access to 25 new video scripts and the top 5 Best Practice Articles that will elevate your client interactions.

The Third Big Update: Content

Our Head Writer, Matthew Bailey, will unveil the latest and greatest in our content offerings:

New eBooks and Newsletters: Stay informed with our latest publications, including the upcoming Road to Retirement series.
Expanded Team: Meet Lisa, our new content writer who is dedicated to creating Canadian-focused content. Learn about the fresh perspectives she brings.
Family Financial Advisor Content: Get a sneak peek at what’s coming in Q4, including new birthday letters that will keep you connected with your clients.

He’ll also take you through our Client Portal, ensuring you know where to find and how to use the plethora of resources at your disposal.

The Impact on You and Your Business

This webinar is more than just an update; it’s a strategic briefing on the future of your business. The insights and tools we’ll share are designed to help you thrive in today’s fast-paced environment. Missing this webinar means missing out on the opportunity to gain a competitive edge and supercharge your business growth.

If there’s one webinar you watch this year, make it this one. And if you can’t make it, ensure someone from your team is there to soak in this invaluable information.