Explore Our Free Resources!
While you wait until the conference, we invite you to explore a variety of resources we’ve carefully curated for you. These materials are designed to provide insights, tips, and strategies that can be implemented immediately.
Free Guidebooks
Stepping into an interview—whether it’s your first job as a brand new financial advisor or you are transitioning to a new firm—isn’t just about answering questions. It’s about proving you’re the advisor they can’t afford to pass up. Maybe you’re a seasoned professional looking for a fresh start at a firm with values that align with yours. Or perhaps you’re
What does it mean to truly grow? For financial advisors, growth isn’t just about more assets under management (AUM). It’s about relationships, trust, and the impact you leave on the lives of your clients. A financial advisor’s book of business isn’t a collection of accounts; it’s a collection of stories—each one shaped by the decisions, dreams, and ambitions of real
As a financial advisor, you know that communication is everything. It’s not just about investment strategies, financial goals, or the nitty-gritty of portfolio management—it’s about building a relationship with your clients. And one of the most effective tools at your disposal? A thoughtful, personalized letter. In an age of digital overload, a well-crafted letter stands out. It shows that you’re
Recent Webinars
How to Buy a Book of Business to Build Your Empire in 12 Months or Less! – Transform Your Book of Business Acquisition Strategy Here’s the truth: buying a book of business COULD be your fast track to growth. But it can also be your fast track to chaos. You’ve heard the success stories—the advisor who doubled their revenue overnight
You’ve heard it before: Growth comes with a price. But what if it didn’t have to? What if growth didn’t mean more chaos, more headaches, and more onboarding issues? What if you could scale your business without feeling like you’re drowning?
How strong is your communication strategy? Does it position you as the premier expert in your community whenever there’s volatility in the markets? Is it personal enough to show you truly care whenever a client is sick, scared, or grieving…
A few years back, during a particularly heated election season, one of our advisors, Steve H., faced the same pressures you’re facing now. The markets were unpredictable, clients were nervous, and it seemed like every day brought new challenges. But Steve didn’t panic. Instead, he implemented our Election Season Branding strategy…
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…
When Neil McPeak Jr. — CFP®, CEPA® — joined his father’s practice fresh out of college, he was given one instruction: Learn to prospect. In other words, want to manage your own assets? Go out and find them yourself. (That wasn’t on his college curriculum…
Recent Articles
Stepping into an interview—whether it’s your first job as a brand new financial advisor or you are transitioning to a new firm—isn’t just about answering questions. It’s about proving you’re the advisor they can’t afford to pass up. Maybe you’re a seasoned professional looking for a fresh start at a firm with values that align with yours. Or perhaps you’re
What does it mean to truly grow? For financial advisors, growth isn’t just about more assets under management (AUM). It’s about relationships, trust, and the impact you leave on the lives of your clients. A financial advisor’s book of business isn’t a collection of accounts; it’s a collection of stories—each one shaped by the decisions, dreams, and ambitions of real
As a financial advisor, you know that communication is everything. It’s not just about investment strategies, financial goals, or the nitty-gritty of portfolio management—it’s about building a relationship with your clients. And one of the most effective tools at your disposal? A thoughtful, personalized letter. In an age of digital overload, a well-crafted letter stands out. It shows that you’re