As we all know, sales is a numbers game. So here are some numbers for you to evaluate your own process. From contact to client, moving prospects through the pipeline can log jam your entire sales process. Too many unqualified leads leave little room for real prospects. And that’s when you call us in.
You will be practicing the sales skills you learn using real-life scenarios. And we will drill it in until you know them cold. The Asset Accelerator is a financial advisor sales training program designed to effectively increase the number of new ideal clients gained each year.
Using a combination of business development tools, marketing content, and real selling skills, Asset Accelerator is a complete system of best practices designed to increase your sales performance and push you to the next level of your career. By the time you leave our class, these processes will practically be part of your very DNA. So applying them to your practice will be nearly second nature.
This financial advisor sales training program will cover essential topics, including:
When you study the most effective financial advisors and sales professionals in this business, you will find that they each have a process. There’s no flying by the seat of their pants. They do what works. And they do it over and over and over again with repeatable and predictable results.
That is what you will have by the time you leave our class.
I’ve faced the challenges, the long hours during market turns, and the pressure of building a thriving business. I helped navigate a successful advisory team through a lot of the same problems you’re facing now. Using proven methods and testing new ones, we were able to achieve:
While I’ve sat in your chair and closed new business myself, I’ve also traveled around the country and spoken with some of the best in our industry. By documenting their best practices and ensuring they work for everyone, I’m able to pass on exactly what’s working now.
Over four decades in the financial services industry, plus tried and true processes, systems, and mindset tips.
From feeling stuck to mastering the sales game: Our founder, Bill Good, wrote the book on prospecting—two, in fact. Over the years, we’ve trained more than 50,000 advisors, helping them close more cold leads, double their referral rates, and break through the barriers to success.
It takes time, effort, and maybe a little grit, but by the end, you’ll have the tools to transform your practice—and your results will speak for themselves.
By enrolling in the Asset Accelerator sales training, you gain access to a comprehensive training experience designed to elevate your prospecting, branding, and sales strategies. Here’s what you’ll receive:
From structure and strategy to prospecting, branding, and closing, our financial services sales training program provides everything you need to scale your business and secure more clients.
Clarify your goals and create a structure that supports rapid, sustainable business growth.
Build a model day, prioritize tasks, and leverage your team to increase productivity.
Learn proven strategies to generate leads, manage your sales pipeline, and set high-value appointments.
Position yourself as the Trusted Advisor by crafting a powerful value proposition and establishing a strong digital presence.
Master the discovery process, ask the right questions, and build momentum toward a close.
Use advanced techniques like trial closes and personalized proposals to secure client commitments.
Address concerns and turn hesitation into enthusiasm with targeted scripts and strategies.
Develop a system that supports ongoing growth, making your success repeatable and scalable.
We see there are really three types of advisors who will most benefit from this course.
If you’ve relied solely on referrals and haven’t engaged in other forms of prospecting recently, your sales process might be a bit out of practice. This class will not only provide a much-needed refresher but also energize you to pursue new business opportunities confidently.
Improving your sales approach starts with understanding your current process and identifying areas for refinement. In this class, you’ll create a clear, step-by-step documented sales process, setting the foundation for consistent and measurable improvements.
Whether you’re a junior advisor just starting to build your closing skills or someone who has struggled to nail the process, this class is tailored to help you succeed. You’ll gain practical insights and strategies to confidently secure new business.
We are so excited to announce that this course will be hosted in our own backyard: Salt Lake City. While the days will be filled with lots of learning and instruction from our team, we want to make sure you experience Salt Lake City to the fullest extent possible after class, which is why we are holding class in a prime area of the city.
Located in central Salt Lake City, you’ll have convenient access to historical sites, incredible dining, and unique experiences to enjoy after a day of learning.
Salt Lake City offers something for everyone, from exploring the Wasatch Mountains to hiking, biking, or enjoying the world-famous “Greatest Snow on Earth.” We can’t wait for you to fall in love with SLC as much as we have!
Class will be held in the heart of downtown at the Broadway Media Towers, which offer cityscape views and convenience.
The Broadway Media Towers are near several restaurants, the Federal Courthouse, the Salt Palace Convention Center, and the new City Creek Shopping Center. You’ll also have a choice of several great hotels within walking distance. And, with our rail system nearby, you can take a short ride anywhere downtown.
Want a personalized experience for your entire sales team? Matt Hicken, the architect behind the Asset Accelerator, will come to your office and deliver the full course tailored to your practice.
For *$35,000, you’ll get:
Let us come to you and transform your practice right where it happens.
*Pricing may vary for groups with more than 10 registered financial advisors. Please contact our team for details.
We see there are really three types of advisors who will most benefit from this course.
Asset Accelerator and Launchpad are two very different classes. The only overlap will be on Day 1 during the short introduction.
The end result of Launchpad is to get you up and running on the Bill Good Marketing System. It essentially is designed to structure the foundations of your business and give you an overview of each of the five pillars of the best practices that make up the System. Asset Accelerator is a financial advisor sales training course solely focused on generating more leads and closing more new ideal clients.
We will teach you to use some of our best profiling questionnaires, calling scripts, and templates. To support your efforts, we will also provide the marketing materials that keep prospective clients moving through the pipeline.
These are all field-tested and proven to unplug even the stickiest flow. But as part of this class, we will teach you the techniques you need to write your own scripts. That way the knowledge you gain becomes a repeatable step in the entire process.
Absolutely! We work with RIAs, independent broker-dealers, and wirehouse advisors nationwide. While the course is designed to benefit all financial services professionals, we recommend checking with your firm to see if you can allocate your budget toward the best sales training for financial advisors.
This is a class for salespeople. Any level of experience is welcome.
Since this is a class about learning and implementing best sales practices, it doesn’t really matter where you are in the game. You WILL get a lot out of it. After all, this is the class where some of the industry’s top salespeople first learned to sell.
Cold Calling
Yes! As one of the 12 key marketing channels, we’ll dive into how to grab attention and seamlessly integrate prospects into your sales pipeline.
Social Media
Yes, but perhaps not in the way you’re expecting. Social media is a powerful tool to strengthen your brand as a trusted advisor. We’ll discuss best practices for using it effectively in that role.
Yes! We have a campaign strategy that can be tailored for LinkedIn prospecting for those ready to commit. That said, we encourage you to explore all 12 marketing channels we’ll cover to find the best fit for your business.
Podcasts
No, not directly. While podcasts are fantastic for branding, we believe they rely too heavily on "going viral," which is unpredictable. It’s a great long-term branding strategy but not a current best practice for lead generation. (With that said, we do have a number of partnerships with other firms that can help you get your podcast off the ground.)
Webinars
Yes! We’ll discuss how to set up webinars, select impactful topics, and promote them effectively to drive attendance and generate leads.
Seminars
Absolutely! As the top mass marketing channel, we’ll spend significant time on strategies to plan, promote, and execute successful seminars that deliver results.
Bring a laptop, your existing sales documents, and any collateral you use during your sales process.
Also, this is a bootcamp, so come prepared for that mind shift. Sometimes changing bad habits and poor processes takes courage and commitment and a real willingness to learn new things. If you do not come mentally equipped for that challenge, you will not get what you are looking for out of this class.
If you are willing to put the reps in to find real sales success, then we will help you get there.
Yes!
The venue is equipped with High Speed Wi-Fi and Fiberoptic Internet Service that will be free to you.
Class will be held in the heart of Downtown Salt Lake City at the Broadway Media Towers.
Feel free to reach out to our Client Success Coordinator for our recommendations of things to-do/see in town.
The class fees ONLY cover your admission to the class -- three and a half days of expert instruction, guided practice, and course materials.
Travel expenses are not included in the class fee.
Yes, feel free to call into our office and ask to speak with our Client Success Coordinator. They can assist with flights, hotels, car rentals, and anything else you might need.
No, current BGM System subscribers and non-clients can attend as well.
We will cover this topic briefly, as many financial planners already use various financial planning programs. Our focus will be on a broad overview, discussing integration possibilities, and offering recommendations for those who need them. Specifically, we will explore popular financial planning software options like eMoney and MoneyGuide Pro, highlighting how they can be effectively utilized during the sales cycle.
Tel: (800) 678-1480
Email: info@billgoodmarketing.com
Bill Good Marketing Inc.
12936 Frontrunner Blvd, STE 170
Draper, UT 84020
