There’s no shortage of effort in this industry. But effort alone doesn’t build a thriving practice. Every advisor works hard. But only a few manage to scale their business, strengthen client relationships, generate referrals consistently, and free up their time while doing it. The difference?
They implement proven best practices—the kind you’ll find in this free guide.
This is not a list of generic tips. It’s a blueprint drawn from 45 years of in-the-trenches coaching—built on data, tested by thousands of advisors, and responsible for some of the biggest success stories in the industry.
Here’s what’s waiting for you inside:
1. The Contact Strategy That Turns Casual Conversations into Real Growth
Most advisors lose business not because of poor service—but because of silence. Learn how to structure client contact in a way that increases trust, deepens relationships, and uncovers hidden opportunities.
2. How to Generate Referrals Without Ever Asking
Traditional referral asks don’t work. In fact, they often damage client relationships. We’ll show you how to promote referrals instead—naturally, subtly, and consistently.
3. The Letter That Puts You Back on Your Clients’ Radar
Emails get ignored. Newsletters get skimmed. But a well-written monthly letter? That gets remembered. We’ll show you how to use it to increase retention, inspire action, and stay top of mind.
4. The Time-Blocking Method That Adds Hours Back to Your Week
There’s a reason the most productive advisors follow a Model Day. We’ll break down how to structure your schedule for maximum focus, flow, and follow-through—without burnout.
5. The Secret to Finding Qualified, Pre-Disposed Prospects
Your next best client probably looks like your current best client. This guide shows you how to reverse-engineer your ideal audience and build prospect lists that convert.
Let’s be honest—most “free guides” are either theory-heavy or so vague they’re useless.
This isn’t that.
This guide was born out of necessity. Bill Good has spent over four decades coaching financial advisors through recessions, booms, breakdowns, breakthroughs, and everything in between.
The strategies inside have been stress-tested by thousands of advisors. They’ve helped rebuild practices from scratch, scale solo firms into seven-figure machines, and give advisors back their most precious resource—time.
No fluff. No filler. Just real systems that get real results.
Start implementing the same strategies used by top-performing advisors across the country.
No charge. No fluff. Just a better way to grow.
