Bill Good Marketing

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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

Top 45 Financial Advisor Jokes and Puns

Financial advising is no laughing matter— or is it? At Bill Good Marketing, we know financial advisors take their work seriously—how could you not?  Between the stock market’s roller-coaster antics, the stresses of tax season, and trying to explain compound interest without your client’s eyes glazing over, you’ve got a lot on your plate. But let’s be honest: this business

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What the Great Wealth Transfer Means for Financial Advisors

$84 trillion is moving—not trickling, not dripping, but flooding—into the hands of a new generation.  This is The Great Wealth Transfer, the largest movement of money in American history. And it’s already happening. Every portfolio, every inheritance, every hard-earned dollar your clients have built is part of this tidal wave. But here’s the twist: studies show that 90% of heirs

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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

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Recent Webinars

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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?

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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…

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Talking Points: How to Talk to Your Clients and Prospects about the US Election.

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…

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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…

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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…

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HNW clients. You want ‘em. Everyone wants them. And you’ve likely gotten a dozen emails this month alone on how easy it can be to get more. But whether you’ve been in this industry for 1 year or 30, you know the truth…

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Recent Articles

Top 45 Financial Advisor Jokes and Puns
General

Financial advising is no laughing matter— or is it? At Bill Good Marketing, we know financial advisors take their work seriously—how could you not?  Between the stock market’s roller-coaster antics, the stresses of tax season, and trying to explain compound interest without your client’s eyes glazing over, you’ve got a lot on your plate. But let’s be honest: this business

Read More »
What the Great Wealth Transfer Means for Financial Advisors
Client Marketing

$84 trillion is moving—not trickling, not dripping, but flooding—into the hands of a new generation.  This is The Great Wealth Transfer, the largest movement of money in American history. And it’s already happening. Every portfolio, every inheritance, every hard-earned dollar your clients have built is part of this tidal wave. But here’s the twist: studies show that 90% of heirs

Read More »
The Best Financial Advisor Elevator Speech With Examples
Selling

Imagine stepping into an elevator. The doors close, and you have a captive audience for just a few floors. The person beside you might be your next ideal client, but they turn to you and ask, “What do you do?” Now, the clock is ticking. You’ve got seconds—not minutes—to make a memorable first impression.  What do you say? For financial

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