Testimonials
What Advisors Say About Bill Good Marketing
For over 40 years, we’ve helped financial advisors double their production, streamline their processes, and build the businesses (and lives) they’ve always wanted. But don’t take our word for it—hear from the advisors who’ve experienced the Bill Good Marketing system firsthand.
Our Financial Advisors are with some of the Top Firms in North America
Why Financial Advisors Trust Bill Good Marketing
For over 40 years, Bill Good Marketing has helped financial advisors achieve measurable growth, streamline client acquisition, and build highly efficient practices. The advisors below have transformed their businesses with our system, gaining stronger client relationships, higher retention, and steady AUM growth. Their success speaks for itself.
“Bill, we started at $60 million in assets—now we’re at $660 million. We didn’t just double—we 10x’d in six to eight years. You took me 10x, Bill. It’s incredible to look back at what we’ve accomplished together.”
N.P.
Pennsylvania, US
“I couldn’t have gone from zero clients and zero AUM to 200 households and $300 million AUM without the help of Bill Good Marketing! Plus the many clients who thanked me for the powerful touches that Bill Good suggests. Follow the System long term and you will be successful!”
J.F.
Minnesota, US
“I was on the Bill Good System when I went from $300,000 to over $2,000,000 in nine years. That’s one helluva growth rate. Recently, three different families have shown me 3-ring binders with all the letters I sent them. Most of these letters are from Bill Good Marketing. They love them, especially the holiday letters.”
D.S.
New York, US
“Roughly $6,500,000 for three quarters since starting [with BGM] – $722,222 average per month. Getting closer to the $1,000,000 monthly goal! That is double what I have done in any year since 1990. I am a happier camper going into the new year!”
D.C.
Kentucky, US
“This is a record setting year for me. I’m doing more in production this year than my entire branch (of a dozen people) when I first started.”
T.J.
Iowa, US
“It’s a System; that’s been debugged; that works; that has been systematized with continuing support to make it work and keep it working!”
B.B.
Texas, US
“I am closing in on my first double and should have it nailed this year. I started with the Bill Good Marketing System at $35 million in assets and now am managing $62 million!”
P.L.
Manitoba, CA
“My whole job is centered around using the Bill Good Marketing System, and our business has been successful because of it. It has been the foundation of our prospecting program, and business has grown due to continued use of the System.”
R.D.
Oklahoma, US
“I finally started using the BGM ’90 Day No Contact’ script. Over the past few weeks, I’ve set several appointments, have found upwards of $5 million in outside assets, and am in the process of bringing in around $3 million of that under management.”
J.B.
Indiana, US
“I’ve been using the Bill Good Marketing System since 1993. It’s helped my business grow and I have nothing but GOOD things to say about it.”
W.S.
Manitoba, CA
“I tell everyone this, my wife, my son, other advisors: Without Bill Good Marketing, I simply wouldn’t have the success I’ve had. The tools you guys provide, especially during the pandemic, are godsends. They keep my clients calm, my team on task, and my business organized.”
C.M.
Georgia, US
“The Gorilla System was fantastic for my business: I went from $700,000 per year to $2.9 million per year using it. I couldn’t have asked for better. Alas, the time has come for me to retire, which I will do on July 1st. I thank your organization for helping me to transform my business and improving the lives of my clients and family.”
M.B.
North Carolina, US
“Bill’s promise has always been to “double production or work half as much.” I have always subscribed to the “work half as much” side of things. Thanks to his System, I do work half as much as I used to work when I was building my business, which gives me more time with my family!”
W.K.
South Carolina, US
“[Bill] it’s always good to hear from you. It was [another BGM client] who told me to quit thinking about going on the Bill Good System and just do it. Now I have a hard time imagining what life would be like without it. I love the webcasts. Keep up the good work.”
C.P.
Virginia, US
“When I went to your training in Utah years ago you told me I was a $2m producer. At the time I was probably doing around $700K and $2M seemed like a very lofty goal. I never forgot what you said and greatly appreciate the confidence you showed in me. I just want to tell you how much that has impacted me and to say thank you! Please let me know what works best for you and I will make myself available.”
D.D.
Arizona, US
“I’m a slow learner, but things you are telling me to do are starting to make sense and I’m getting better following the System, though I have a long, long way to go. I wish I had started this 5 years ago. In the last three weeks, [my sales assistant] is really starting to drum up some excellent, interested prospects, primarily from his connections. I’m expecting a very good January and February if we can close even half of the prospects he has brought to the table.”
C.P.
Manitoba, CA
“Learning the Bill Good System has been very smooth. Their strategies are clear and concise. Very professional team, everyone is incredibly nice and wants to make sure you succeed as you grow.”
C.T.
Utah, US
“Excellent experience and very valuable coaching. They taught me how to help more people than I previously did in a more ramped up timeframe, and they also helped me develop deeper relationships with my clients. I’m very pleased that we are working together.”
D.B
Maryland, US
“I have had a fantastic experience with Bill Good Marketing. I have been a Gorilla for about eight years now, and it has had a major impact on my business!”
C.P.
Virginia, US
“I left our conversation on Friday feeling hopeful that continuing our relationship with Bill Good will add significant value to this office and its daily duties… We WANT to get our act together, and we are willing to put forth the effort. And we appreciate your help with our marketing AND technology needs.”
W.L.
Alabama, US
Thanks to BGM and Aishah coaching help, Heather and I are putting a complete Investment Management business. We are putting all the pieces together, especially social media marketing. Thanks you Aishah!
T.K.
Pennsylvania, US
“Some of the recent pieces you’ve sent out have been the best I’ve seen from you. The client segmentation work was especially strong—whether it’s segmentation itself, creating an engagement schedule, or what I call a nurturing schedule, you’ve really nailed down these processes.”
J.H.
West Virginia, US
“Not only do you provide advisors with tools to enhance and grow their practices, but you have also cultivated a culture of kindness, collaboration, and comradery. (Personally, that is what I love most.)”
M.T.
New York, US
“Thanks, Bill, much appreciated! I couldn’t have done it without you and your team. I think the whole business has gone up about 3x since I went out to Utah [for training with your team]. Being named one of The Globe and Mail’s Top Financial Advisors in Canada wouldn’t have been possible without you—thank you!”
W.S.
Ontario, CA
“I am now the #1 broker out of three offices here in my area. I account for 28% of all assets under management out of 24 brokers. I just try to do what Bill Good tells me and now I am the best in my area.”
D.B.
Maryland, US
“I just learned I made Barron’s 1200. Your support helped get me there.”
S.G.
Virginia, US
“The Bill Good Marketing System manages all our client contact, mass mail, and monthly drips. It also automates most of our processes so they take less time. Bill’s System is the backbone that holds all our information together. Without it, we would die!”
D.D.
Texas, US
“The Letters Library contains the best collection of letters and information in one place. Bill’s birthday letters and special event letters are a big hit with my clients! Using them definitely saves me time, as I would never be able to write all the letters that the Letters Library has given me!”
W.K.
South Carolina, US
“Using Bill Good’s monthly drip letters to clients, plus his prospecting and referral strategies, I have gone from only a couple referrals to 10+ referrals per year!”
D.S.
New Jersey, US
“I love the Bill Good Marketing letters! By using them on various world news topics, I feel we have kept our clients better informed than ever. ”
L.P.
Massachusetts, US
“I was on the Bill Good System when I went from $300,000 to over $2,000,000 in nine years. That’s one helluva growth rate. Recently, three different families have shown me 3-ring binders with all the letters I sent them. Most of these letters are from Bill Good Marketing. They love them, especially the holiday letters.”
D.S.
New York, US
“Dear Bill, one of the very first letters I sent out using the System was one of your Memorial Day letters. I literally got 8 handwritten responses from clients telling me why that letter touched them so much. Thanks for the recommendation!”
S.H.
Virginia, US
“I sent out your Election Day Branding Kit letters to my clients. Several of them passed those letters around, and the result is about $4 million in new assets from referrals from those letters. These new clients came in because their advisors are not sending that type of information. “
S.H.
Virginia, US
“We have just spent $3,500 on mailings running [one of your] prospecting campaigns. We brought in over $1,000,000 in new money!”
S.R.
Missouri, US
“In the nearly 20 years I’ve been with Bill Good Marketing, I have never lost money, and the System has paid for itself every year. I started with $5M in AUM. After coming home from Utah, I ran your first campaign and immediately went to $7.5M. Now, I’m over $400M.”
K.S.
Pennsylvania, US
“Dear Bill, I just wanted to tell you that I am in ‘Bill Good Heaven!’ To add a bit of context, let me rewind just a bit to late 2017. In the last 10 weeks of 2017, I was able to bring in $3.4mm from a combination of 7 existing clients and 10 referrals. 2018 is starting off strong as well, as in the past two weeks I have initiated paperwork to bring in a $500,000 referral! A big ‘thankyouverymuch’ to your System for the role it has played in making this possible!”
C.M.
Georgia, US
“I am transitioning out of the business and [my new broker dealer] has prevented us from using the BGM system for over a year. I would like to thank everyone at BGM, especially Bill Good, for helping me and my team reach tremendous success levels. When I went to Gorilla training in 1996, I was doing less than 200k in production, this year we will do over 1.6MM and I have been semi-retired for over 4 years. Your company was instrumental in keeping me focused and not letting things fall through the cracks.
I just want all of you to know how eternally grateful I am, and say “Thankyouverymuch!”
C.M.
Georgia, US
“I’ve been on the System for over 20 years, and we still open accounts from prospects that have been in our database for over 10 years. When I started, I had under $30 million and production was under $300K. Now, my partner and I have $110 million and production is over $1 million. We have been through three firm changes and two terrible bear markets, and things keep on chugging. In fact, I first went to work at my firm in 1998. Ten years later to the day, I went into my manager’s office and told him that the S&P was lower than the day I started there, but my business had nearly tripled. Partnering with Bill and his organization was one of the best decisions I ever made.”
J.M.
New Hampshire, US
“BGM enabled me to move from a Financial Advisor producer with one assistant: to a CEO mentality Advisor with 9 team members assisting day to day operations. This was accomplished within 5 years and tripling our revenues. Now our attention is on preparing for the next growth season. This is when it gets into more detail and additional formalization to systems and perpetual brand and marketing initiatives. We would not have made it through this process without serious help, coaching, and therapy. BGM has my gratitude and appreciation.”
M.S.
Pennsylvania, US
“I have much to thank you for. As of the second week in July of this year I will have been on your system for 30 years. My production is up 500% and I have managed to spend more time with family and work less. I cannot say thank you enough.
I do not see the need to retire any time soon. I work 4 days a week from home and enjoy what I am doing. The soonest I would retire would be age 70. It is funny. Many of the advisors I have worked with and have known retire and miss the business and do not live long.
Thank you for all that you have done for me. I am copying my wife on this so that she can read both sides of these emails. I know she thinks kindly and wonderfully of you and what you have done for us.
I do not see the need to retire any time soon. I work 4 days a week from home and enjoy what I am doing. The soonest I would retire would be age 70. It is funny. Many of the advisors I have worked with and have known retire and miss the business and do not live long.
Thank you for all that you have done for me. I am copying my wife on this so that she can read both sides of these emails. I know she thinks kindly and wonderfully of you and what you have done for us.
T.P.
North Carolina, US
“Since starting on the Bill Good Marketing System, I have a process for everything, delegate many more tasks I used to do myself, and have achieved a very high closing rate with the ideal clients for my practice. Best of all? I have doubled my practice and now have 92% recurring revenue.”
D.S.
New Jersey, US
“Our Bill Good team has transformed and streamlined our business. They did more than simply help us put the right tools in our toolbox. They taught us how to use them, helped us sharpen them, and provided the education and encouragement to hone them. You can expect them to essentially hand you the blueprint to success and then come alongside you to provide support and coaching to make sure you are implementing your plan correctly, because your goals become their goals.”
O.R.
Texas, US
“As a team you guys are great, I’ve known Bill for about 15 years. I appreciate all of you. I genuinely genuinely do. Everybody that I’ve touched there has been so fantastic. You guys really live the stuff that you teach, and I’ve never seen that so much before. I’ve never seen that through a whole organization like I see with you guys and it really inspires me and I’m so grateful for that. It’s been a very emotional period I’ve been through and you have no idea how much help it’s been. The way Jenny has helped me, you have and Logan before you. Everybody. The articles and letters and emails you write. The way that folks answer the phones, all the little details are just so nice. I really appreciate it. It’s really inspired me to do a lot better job.”
D.F.
Connecticut, US
“I’m a huge fan of your program. As financial advisors, so much of what we do is helping people who are already wealthy, and that’s fine, but there are so many situations where we are helping people who are not wealthy. That’s where we really make a difference in people’s lives, and we can do more of that because of what you guys do. I know you don’t always see it, but what you do for us makes the world a better place.”
R.M.
Texas, US
“I bought Bill’s book, ‘Prospecting Your Way to Sales Success’ at the beginning of my career, became a System User about 2 years later, and never looked back. I’ve been consistently impressed with every interaction I’ve had with you as a company. I’ve seen others have success with Bill Good Marketing, and I’ve experienced success with Bill Good Marketing, and I truly believe that these guys are the best marketers in the financial industry.”
D.G.
Utah, US
“One thing that I really feel sets [BGM] users apart from other reps is contacting their clients/prospects in good times and in bad…I’ve had 80 phone calls – clients who were ‘glad I was concerned and not asleep at the wheel’… I just thought you would like to know how a proactive stance and not a reactive stance can really set us aside from the pack in a down market.”
S.B.
New York, US
“Relatively new to the wonders of Bill Good Marketing, the experience has been nothing but positive. I have not fully tapped into the wealth of available resources but look forward to doing so. Whether I have a question or a concern, I am confident BGM will address it or help resolve it as effectively and efficiently as possible because the success and growth of my managing director’s office is their success. Bill Good Marketing, it’s a good thing.”
C.M.
Pennsylvania, US
“I will be happy to tell anyone who wants to listen what BGM has meant for me over the years. When I first called your team, I had been in the business full-time for seven years and had to scrape together the money to get started. But since then, the impact has been incredible.
I’ve taken three trips to Europe—first to explore my Dutch roots, then to Italy, and most recently through Central Europe from Prague to Croatia. Each time, we’ve brought 15-17 family members, including our kids and their spouses. With 33 grandkids, I imagine they’ll be next.
In 1991, just a year after signing up for Gorilla Marketing, I made Stifel’s Presidents Council with a 300% increase in production. I’ve been on Stifel’s Chairman’s Council ever since 1994.”
I’ve taken three trips to Europe—first to explore my Dutch roots, then to Italy, and most recently through Central Europe from Prague to Croatia. Each time, we’ve brought 15-17 family members, including our kids and their spouses. With 33 grandkids, I imagine they’ll be next.
In 1991, just a year after signing up for Gorilla Marketing, I made Stifel’s Presidents Council with a 300% increase in production. I’ve been on Stifel’s Chairman’s Council ever since 1994.”
P.V.
Michigan, US
“BGM enabled me to move from a Financial Advisor producer with one assistant: to a CEO mentality Advisor with 9 team members assisting day to day operations. This was accomplished within 5 years and tripling our revenues.
Now our attention is on preparing for the next growth season. This is when it gets into more detail and additional formalization to systems and perpetual brand and marketing initiatives.
We would not have made it through this process without serious help, coaching, and therapy. BGM has my gratitude and appreciation.”
Now our attention is on preparing for the next growth season. This is when it gets into more detail and additional formalization to systems and perpetual brand and marketing initiatives.
We would not have made it through this process without serious help, coaching, and therapy. BGM has my gratitude and appreciation.”
M.S.
Pennsylvania, US
“I signed up for the Bill Good Marketing System at the end of September 2016. What really sold me was that Bill had developed the ability to manage multiple seminars. I have built my entire business on seminars.
But I had a big problem. My response rate had fallen to .12%. That’s right. I sent out 10,000 invitations. 12 people responded. Bill said, “Send me your invitation.” I did.
He analyzed every part of it. His conclusion: You need a professional seminar invitation company. Quit doing this yourself.”
We followed his advice.
The first seminar we did using our new seminar invitation, list and location pulled 84 people for the two events promoted by that mailing.
It was a Thursday night. A couple signed up at the seminar to meet with us the following day. The meeting went well and two days later on Monday they contacted us wanting to come in that same day. Monday afternoon they became clients with assets of over $1,250,000.
We have 15 more prospects that requested meetings. Thank you for the connection. The revenue from this account pays all our first year fees for the BGM System. These other 15 prospects will make that seminar extremely profitable.”
But I had a big problem. My response rate had fallen to .12%. That’s right. I sent out 10,000 invitations. 12 people responded. Bill said, “Send me your invitation.” I did.
He analyzed every part of it. His conclusion: You need a professional seminar invitation company. Quit doing this yourself.”
We followed his advice.
The first seminar we did using our new seminar invitation, list and location pulled 84 people for the two events promoted by that mailing.
It was a Thursday night. A couple signed up at the seminar to meet with us the following day. The meeting went well and two days later on Monday they contacted us wanting to come in that same day. Monday afternoon they became clients with assets of over $1,250,000.
We have 15 more prospects that requested meetings. Thank you for the connection. The revenue from this account pays all our first year fees for the BGM System. These other 15 prospects will make that seminar extremely profitable.”
R.L.
Missouri, US
“An inherited client with a small annuity came in to meet me for the first time after me handling the account for years, and after years of receiving my monthly Bill Good letters.
When he sat down, he pulled out the “Year in Review” letter. I had said in the letter to call or come by if he had questions, so here he was. We talked and he said that he’ll be moving about $1.6mm to me once he returns from a trip. Additionally, earlier today, another inherited client with a $26,000 account called in. I have had this account for almost 8 years, and I have faithfully sent monthly drip letters to her as well. When the client called, she told me that she and her husband needed to move all of their accounts from a competitor over to me.
This $26,000 client will end up being a total of 5 accounts with a combined balance of $1.27mm. I asked what prompted her to call me, and she said her husband had decided they needed to do something different, and they had recently received the “Year in Review” letter, so it seemed like the natural thing was to let me assist. Not bad for the price of a stamp, every month, for a few years’ time!
P.S. As an update, that last client I mentioned just called back and is planning to move an additional $2mm on top of the $1.27mm we’re moving today.”
When he sat down, he pulled out the “Year in Review” letter. I had said in the letter to call or come by if he had questions, so here he was. We talked and he said that he’ll be moving about $1.6mm to me once he returns from a trip. Additionally, earlier today, another inherited client with a $26,000 account called in. I have had this account for almost 8 years, and I have faithfully sent monthly drip letters to her as well. When the client called, she told me that she and her husband needed to move all of their accounts from a competitor over to me.
This $26,000 client will end up being a total of 5 accounts with a combined balance of $1.27mm. I asked what prompted her to call me, and she said her husband had decided they needed to do something different, and they had recently received the “Year in Review” letter, so it seemed like the natural thing was to let me assist. Not bad for the price of a stamp, every month, for a few years’ time!
P.S. As an update, that last client I mentioned just called back and is planning to move an additional $2mm on top of the $1.27mm we’re moving today.”
C.M.
Georgia, US
“We have been using the BGM System since 2001 and it has become the foundation for our business practices. Our client service model has been built around many of the BGM best practices. Confirmation calls are made for all appointments, Welcome signs are displayed for in-office appointments, and gifts are sent to recognize certain client milestones such as retirement. We send birthday letters to all clients and gifts to HNW clients.
We use BGM content (including their letters, social media posts, and the Find the Money campaign) on a regular basis to share information that adds value and illustrates that we are knowledgeable, caring advisors. We also use a multi-channel approach when it comes to business development. We use BGM best practices and content for a variety of channels, including seminars, client referrals, strategic partners, connections, and the Mother campaign. As a result, our team consistently brings in between $40M to $50M in new assets each year.”
We use BGM content (including their letters, social media posts, and the Find the Money campaign) on a regular basis to share information that adds value and illustrates that we are knowledgeable, caring advisors. We also use a multi-channel approach when it comes to business development. We use BGM best practices and content for a variety of channels, including seminars, client referrals, strategic partners, connections, and the Mother campaign. As a result, our team consistently brings in between $40M to $50M in new assets each year.”
J.M.
New York, US
“When I met Bill in 1989, I was just four years into the industry, working for a very small boutique firm that underwrote and sold municipal bonds. I had no real training and only a very small number of other reps in our office to learn from and share ideas with. I saw an ad in Registered Rep magazine for one of Bill’s Marketing Conferences and made the decision to go . . . and was blown away!
All of these brokers, from all of these firms from all over the country, teaching me about what it takes to truly be successful in this industry. And of course, Bill himself…the one person who could attract all of this talent and give them a forum to teach the rest of us how to be better brokers, advisors, and business owners. Bill is the architect of the greatest marketing system in existence.
And, I should know! I have seen every iteration of the Bill Good Marketing System from the initial training at the Peery Hotel and the days of the huge automotive store binders, to “Gorilla Junior” and, finally, to the current edition that we rely on so much. Believe me, whenever I have an opportunity to share just how powerful Bill’s System is and what it has done to transform my practice, I do. I have built my practice and my professional career around the principals that Bill preaches and the vast array of extraordinary people he continues to introduce us to. That’s why I have been a faithful system user since 1991 – nearly 27 years!! Bill has seen me through all of the turmoil this industry throws at us, and I have gone from a young novice in the industry to a seven-figure producer by embracing his concepts and teachings.
I love my broker-dealer and enjoy going to their conferences, because it gives me an opportunity to reconnect socially with friends that I have made over the years. But, if I want to sharpen my saw and really learn ways that I can do a better job running a wealth management office, I go to Bill, his team, his website, his conferences. And, in the course of working with Bill over nearly three decades, we have become friends, and I truly value that personal relationship as well. I honestly cannot thank Bill enough for all he has done for me and everything he continues to do for me. Thanks a million, Bill…literally!”
All of these brokers, from all of these firms from all over the country, teaching me about what it takes to truly be successful in this industry. And of course, Bill himself…the one person who could attract all of this talent and give them a forum to teach the rest of us how to be better brokers, advisors, and business owners. Bill is the architect of the greatest marketing system in existence.
And, I should know! I have seen every iteration of the Bill Good Marketing System from the initial training at the Peery Hotel and the days of the huge automotive store binders, to “Gorilla Junior” and, finally, to the current edition that we rely on so much. Believe me, whenever I have an opportunity to share just how powerful Bill’s System is and what it has done to transform my practice, I do. I have built my practice and my professional career around the principals that Bill preaches and the vast array of extraordinary people he continues to introduce us to. That’s why I have been a faithful system user since 1991 – nearly 27 years!! Bill has seen me through all of the turmoil this industry throws at us, and I have gone from a young novice in the industry to a seven-figure producer by embracing his concepts and teachings.
I love my broker-dealer and enjoy going to their conferences, because it gives me an opportunity to reconnect socially with friends that I have made over the years. But, if I want to sharpen my saw and really learn ways that I can do a better job running a wealth management office, I go to Bill, his team, his website, his conferences. And, in the course of working with Bill over nearly three decades, we have become friends, and I truly value that personal relationship as well. I honestly cannot thank Bill enough for all he has done for me and everything he continues to do for me. Thanks a million, Bill…literally!”
R.D.
Georgia, US
“Bill, I have traveled with you for 36 of the 45 years [you’ve been in business]. I am very thankful for my association with you and your company. I started as a 25 year old kid fresh out of grad school with very few real world practical skills. My first few months in the business were very difficult. I had very little training (contrary to what the firm I was with at the time) said.
I had a sick invalid mother and myself to take care of. I heard of a take of Bill Good interviewing Steve Anderson, the Cold Call Cowboy. Finally I had direction and an understanding of how to build business via the telephone.
Here I am 36 years later. My family and I are very thankful for what you have done for us through the years. For someone who never had any connections and grew up poor, your assistance through the years has been amazing.
I had a sick invalid mother and myself to take care of. I heard of a take of Bill Good interviewing Steve Anderson, the Cold Call Cowboy. Finally I had direction and an understanding of how to build business via the telephone.
Here I am 36 years later. My family and I are very thankful for what you have done for us through the years. For someone who never had any connections and grew up poor, your assistance through the years has been amazing.
T.P.
North Carolina, US
“I average $26M-30M in new AUM every year, almost all of it from referrals. The drip letters are a big part of why I don’t need to prospect. Clients love the drip letters. They especially love the feel-good letters. I have clients tell me every year how they have the entire family read the Christmas letters together. I also had a client this year who is a member of a Medal of Honor organization. She told me she read the letter out loud to everyone in the organization on Memorial Day.”
R.M
Texas, US
“Bill, these letters have helped us cement relationships with our clients. Interestingly, it’s also helping on the multi-generational front. We have had a situation recently where a client passed away. We are keeping three out of the four kids. One of them commented, “Dad kept all your letters. We found them. And read them. We love them too.”
We love the natural way, the no-sales way the letters are written. We are now able to talk to people through the letters.
By the way, we have lots of tech people among our clients. Interestingly, they love getting physical letters.”
B.U.
Pennsylvania, US
“I’ve been dripping on a lady, who is the best friend of my largest client, for 9 years. I started a weekly market commentary email during Covid and reached out to her because I saw that she always opens my emails.
I called her to check in and she told me that she wasn’t happy with her current advisor and has been meaning to reach out. We set an appointment last week where we analyzed her current account. This week she gave the ok to become my client.
She brought over $1.7 million.”
J.S.
Colorado, US
“One of my clients has a wealthy spouse who I’ve been trying to work with for years. Recently, I sent them your ‘Red Bandana’ letter. My client called in to say, “your letter moved my wife to tears. We need to come in and meet with you.” They came in, and his spouse moved $800k to my management, meaning I now have $1.2M between them.”
B.U.
Michigan, US
“I sent out Bill Good’s newest handholding letter on China and the recent market volatility. A client is now transferring in about $250,000 from Vanguard. Another client came in this morning with the letter and said, ‘You are spot on as it gets.” He is now transferring in the last $1,300,000 from the competition.”
R.M.
Texas, US
“I just got out of the hospital. While I was there, my staff ran the Bill Good Marketing ‘Find the Money’ campaign. Even during all this, I still found an additional $2.5 million in assets from my hospital bed! There are lots of advisors who like to claim that there’s no more money out there, that they already have everything and there’s nothing to find. My response? If I can find over 2 million when I couldn’t walk and couldn’t talk, other advisors shouldn’t have any excuse! I don’t believe I would have gotten this account if it weren’t for the BGM Find the Money campaign!”
V.O.
Pennsylvania, US
“Over the last few months, we have mailed 4 letters to a 401(k) participant with a small account balance. This morning, a guy stopped in the office and said, “I’ve been getting your letters and liked what I read; I wanted to come in to see you.” His wife (the participant) just left her employer and now wants to roll her 401(k). She also has a traditional IRA and a ROTH as well (all somewhere else). So does he. They are selling a rental property and will have that cash available to invest as well. So he asked if we could help them with all of it… He does not have email, but has six figures for us to invest. Dear Bill: please stop marketing your System to my competitors. They could save a lot of money on postage.”
C.N.
Florida, US
“I worked with a prospective client back in August. He held a $730k 401(k) which means that asset wasn’t touchable right now. But I provided him with 401(k) help and we talked about estate planning and importance of having a will, etc. This means that there was no current business to do, but lots of potential business. But at the end of my dictation notes, I wrote the following: ‘Let’s make sure to put him on a drip campaign [using Bill Good Marketing letters] so we can stay in front of him if he ever changes jobs.’ This past week, he called us and told us that he had changed jobs and that he wanted to set an appointment to roll over his 401(k). Thanks to Bill Good Marketing for their great letters!”
J.C.
Georgia, US
“I had a guy call me the other day that I have been dripping on for eight years! He let me know that he has been getting my letters and isn’t happy with his current investments.
I said, ‘Now wait a minute; you aren’t happy with your investments or you aren’t happy with the guy that is helping you?’
He told me, ‘Come to think of it, it is the guy.’ And I used to be one of those guys whose clients didn’t like me because they never heard from me. Now I am getting others’ clients that are doing what I did.”
I said, ‘Now wait a minute; you aren’t happy with your investments or you aren’t happy with the guy that is helping you?’
He told me, ‘Come to think of it, it is the guy.’ And I used to be one of those guys whose clients didn’t like me because they never heard from me. Now I am getting others’ clients that are doing what I did.”
R.A.
New Mexico, US
“We get great feedback on the letters—clients often say, ‘Wow, that was really helpful!’ Whether it’s for tax season or organizing documents in the spring, they mention them in meetings and appreciate the reminders. Some have even said, ‘That wasn’t something I had thought of, but the letter brought it to the forefront of my mind.’ It’s clear that the information we’re sending out is truly valuable.”
B.C.
Texas, US
“Dear Bill, I just wanted to tell you that I am in ‘Bill Good Heaven!’ To add a bit of context, let me rewind just a bit to late 2017. In the last 10 weeks of 2017, I was able to bring in $3.4mm from a combination of 7 existing clients and 10 referrals. 2018 is starting off strong as well, as in the past two weeks I have initiated paperwork to bring in a $500,000 referral! A big ‘thankyouverymuch’ to your System for the role it has played in making this possible!”
C.M.
Georgia, US
“I am transitioning out of the business and [my new broker dealer] has prevented us from using the BGM system for over a year. I would like to thank everyone at BGM, especially Bill Good, for helping me and my team reach tremendous success levels. When I went to Gorilla training in 1996, I was doing less than 200k in production, this year we will do over 1.6MM and I have been semi-retired for over 4 years. Your company was instrumental in keeping me focused and not letting things fall through the cracks.
I just want all of you to know how eternally grateful I am, and say “Thankyouverymuch!”
C.M.
Georgia, US
“It’s a System; that’s been debugged; that works; that has been systematized with continuing support to make it work and keep it working!”
B.B.
Texas, US
“Bill, we started at $60 million in assets—now we’re at $660 million. We didn’t just double—we 10x’d in six to eight years. You took me 10x, Bill. It’s incredible to look back at what we’ve accomplished together.”
N.P.
Pennsylvania, US
“I couldn’t have gone from zero clients and zero AUM to 200 households and $300 million AUM without the help of Bill Good Marketing! Plus the many clients who thanked me for the powerful touches that Bill Good suggests. Follow the System long term and you will be successful!”
J.F.
Minnesota, US
“This is a record setting year for me. I’m doing more in production this year than my entire branch (of a dozen people) when I first started.”
T.J.
Iowa, US
“I am closing in on my first double and should have it nailed this year. I started with the Bill Good Marketing System at $35 million in assets and now am managing $62 million!”
P.L.
Manitoba, CA
“My whole job is centered around using the Bill Good Marketing System, and our business has been successful because of it. It has been the foundation of our prospecting program, and business has grown due to continued use of the System.”
R.D.
Oklahoma, US
“I’ve been on the System for over 20 years, and we still open accounts from prospects that have been in our database for over 10 years. When I started, I had under $30 million and production was under $300K. Now, my partner and I have $110 million and production is over $1 million. We have been through three firm changes and two terrible bear markets, and things keep on chugging. In fact, I first went to work at my firm in 1998. Ten years later to the day, I went into my manager’s office and told him that the S&P was lower than the day I started there, but my business had nearly tripled. Partnering with Bill and his organization was one of the best decisions I ever made.”
J.M.
New Hampshire, US
“Roughly $6,500,000 for three quarters since starting [with BGM] – $722,222 average per month. Getting closer to the $1,000,000 monthly goal! That is double what I have done in any year since 1990. I am a happier camper going into the new year!”
D.C.
Kentucky, US
“I was on the Bill Good System when I went from $300,000 to over $2,000,000 in nine years. That’s one helluva growth rate. Recently, three different families have shown me 3-ring binders with all the letters I sent them. Most of these letters are from Bill Good Marketing. They love them, especially the holiday letters.”
D.S.
New York, US
“I finally started using the BGM ’90 Day No Contact’ script. Over the past few weeks, I’ve set several appointments, have found upwards of $5 million in outside assets, and am in the process of bringing in around $3 million of that under management.”
J.B.
Indiana, US
“I’ve been using the Bill Good Marketing System since 1993. It’s helped my business grow and I have nothing but GOOD things to say about it.”
W.S.
Manitoba, CA
“I tell everyone this, my wife, my son, other advisors: Without Bill Good Marketing, I simply wouldn’t have the success I’ve had. The tools you guys provide, especially during the pandemic, are godsends. They keep my clients calm, my team on task, and my business organized.”
C.M.
Georgia, US
“The Gorilla System was fantastic for my business: I went from $700,000 per year to $2.9 million per year using it. I couldn’t have asked for better. Alas, the time has come for me to retire, which I will do on July 1st. I thank your organization for helping me to transform my business and improving the lives of my clients and family.”
M.B.
North Carolina, US
“Bill’s promise has always been to “double production or work half as much.” I have always subscribed to the “work half as much” side of things. Thanks to his System, I do work half as much as I used to work when I was building my business, which gives me more time with my family!”
W.K.
South Carolina, US
“BGM enabled me to move from a Financial Advisor producer with one assistant: to a CEO mentality Advisor with 9 team members assisting day to day operations. This was accomplished within 5 years and tripling our revenues. Now our attention is on preparing for the next growth season. This is when it gets into more detail and additional formalization to systems and perpetual brand and marketing initiatives. We would not have made it through this process without serious help, coaching, and therapy. BGM has my gratitude and appreciation.”
M.S.
Pennsylvania, US
“I have much to thank you for. As of the second week in July of this year I will have been on your system for 30 years. My production is up 500% and I have managed to spend more time with family and work less. I cannot say thank you enough.
I do not see the need to retire any time soon. I work 4 days a week from home and enjoy what I am doing. The soonest I would retire would be age 70. It is funny. Many of the advisors I have worked with and have known retire and miss the business and do not live long.
Thank you for all that you have done for me. I am copying my wife on this so that she can read both sides of these emails. I know she thinks kindly and wonderfully of you and what you have done for us.
I do not see the need to retire any time soon. I work 4 days a week from home and enjoy what I am doing. The soonest I would retire would be age 70. It is funny. Many of the advisors I have worked with and have known retire and miss the business and do not live long.
Thank you for all that you have done for me. I am copying my wife on this so that she can read both sides of these emails. I know she thinks kindly and wonderfully of you and what you have done for us.
T.P.
North Carolina, US
“Since starting on the Bill Good Marketing System, I have a process for everything, delegate many more tasks I used to do myself, and have achieved a very high closing rate with the ideal clients for my practice. Best of all? I have doubled my practice and now have 92% recurring revenue.”
D.S.
New Jersey, US
“Thanks, Bill, much appreciated! I couldn’t have done it without you and your team. I think the whole business has gone up about 3x since I went out to Utah [for training with your team]. Being named one of The Globe and Mail’s Top Financial Advisors in Canada wouldn’t have been possible without you—thank you!”
W.S.
Ontario, CA
“I just learned I made Barron’s 1200. Your support helped get me there.”
S.G.
Virginia, US
“I am now the #1 broker out of three offices here in my area. I account for 28% of all assets under management out of 24 brokers. I just try to do what Bill Good tells me and now I am the best in my area.”
D.B.
Maryland, US
“I will be happy to tell anyone who wants to listen what BGM has meant for me over the years. When I first called your team, I had been in the business full-time for seven years and had to scrape together the money to get started. But since then, the impact has been incredible.
I’ve taken three trips to Europe—first to explore my Dutch roots, then to Italy, and most recently through Central Europe from Prague to Croatia. Each time, we’ve brought 15-17 family members, including our kids and their spouses. With 33 grandkids, I imagine they’ll be next.
In 1991, just a year after signing up for Gorilla Marketing, I made Stifel’s Presidents Council with a 300% increase in production. I’ve been on Stifel’s Chairman’s Council ever since 1994.”
I’ve taken three trips to Europe—first to explore my Dutch roots, then to Italy, and most recently through Central Europe from Prague to Croatia. Each time, we’ve brought 15-17 family members, including our kids and their spouses. With 33 grandkids, I imagine they’ll be next.
In 1991, just a year after signing up for Gorilla Marketing, I made Stifel’s Presidents Council with a 300% increase in production. I’ve been on Stifel’s Chairman’s Council ever since 1994.”
P.V.
Michigan, US
“BGM enabled me to move from a Financial Advisor producer with one assistant: to a CEO mentality Advisor with 9 team members assisting day to day operations. This was accomplished within 5 years and tripling our revenues.
Now our attention is on preparing for the next growth season. This is when it gets into more detail and additional formalization to systems and perpetual brand and marketing initiatives.
We would not have made it through this process without serious help, coaching, and therapy. BGM has my gratitude and appreciation.”
Now our attention is on preparing for the next growth season. This is when it gets into more detail and additional formalization to systems and perpetual brand and marketing initiatives.
We would not have made it through this process without serious help, coaching, and therapy. BGM has my gratitude and appreciation.”
M.S.
Pennsylvania, US
“Our Bill Good team has transformed and streamlined our business. They did more than simply help us put the right tools in our toolbox. They taught us how to use them, helped us sharpen them, and provided the education and encouragement to hone them. You can expect them to essentially hand you the blueprint to success and then come alongside you to provide support and coaching to make sure you are implementing your plan correctly, because your goals become their goals.”
O.R.
Texas, US
“I’m a slow learner, but things you are telling me to do are starting to make sense and I’m getting better following the System, though I have a long, long way to go. I wish I had started this 5 years ago. In the last three weeks, [my sales assistant] is really starting to drum up some excellent, interested prospects, primarily from his connections. I’m expecting a very good January and February if we can close even half of the prospects he has brought to the table.”
C.P.
Manitoba, CA
“Learning the Bill Good System has been very smooth. Their strategies are clear and concise. Very professional team, everyone is incredibly nice and wants to make sure you succeed as you grow.”
C.T.
Utah, US
“Excellent experience and very valuable coaching. They taught me how to help more people than I previously did in a more ramped up timeframe, and they also helped me develop deeper relationships with my clients. I’m very pleased that we are working together.”
D.B
Maryland, US
“I’m a huge fan of your program. As financial advisors, so much of what we do is helping people who are already wealthy, and that’s fine, but there are so many situations where we are helping people who are not wealthy. That’s where we really make a difference in people’s lives, and we can do more of that because of what you guys do. I know you don’t always see it, but what you do for us makes the world a better place.”
R.M.
Texas, US
“[Bill] it’s always good to hear from you. It was [another BGM client] who told me to quit thinking about going on the Bill Good System and just do it. Now I have a hard time imagining what life would be like without it. I love the webcasts. Keep up the good work.”
C.P.
Virginia, US
“When I went to your training in Utah years ago you told me I was a $2m producer. At the time I was probably doing around $700K and $2M seemed like a very lofty goal. I never forgot what you said and greatly appreciate the confidence you showed in me. I just want to tell you how much that has impacted me and to say thank you! Please let me know what works best for you and I will make myself available.”
D.D.
Arizona, US
“As a team you guys are great, I’ve known Bill for about 15 years. I appreciate all of you. I genuinely genuinely do. Everybody that I’ve touched there has been so fantastic. You guys really live the stuff that you teach, and I’ve never seen that so much before. I’ve never seen that through a whole organization like I see with you guys and it really inspires me and I’m so grateful for that. It’s been a very emotional period I’ve been through and you have no idea how much help it’s been. The way Jenny has helped me, you have and Logan before you. Everybody. The articles and letters and emails you write. The way that folks answer the phones, all the little details are just so nice. I really appreciate it. It’s really inspired me to do a lot better job.”
D.F.
Connecticut, US
“I have had a fantastic experience with Bill Good Marketing. I have been a Gorilla for about eight years now, and it has had a major impact on my business!”
C.P.
Virginia, US
“I left our conversation on Friday feeling hopeful that continuing our relationship with Bill Good will add significant value to this office and its daily duties… We WANT to get our act together, and we are willing to put forth the effort. And we appreciate your help with our marketing AND technology needs.”
W.L.
Alabama, US
“I bought Bill’s book, ‘Prospecting Your Way to Sales Success’ at the beginning of my career, became a System User about 2 years later, and never looked back. I’ve been consistently impressed with every interaction I’ve had with you as a company. I’ve seen others have success with Bill Good Marketing, and I’ve experienced success with Bill Good Marketing, and I truly believe that these guys are the best marketers in the financial industry.”
D.G.
Utah, US
“One thing that I really feel sets [BGM] users apart from other reps is contacting their clients/prospects in good times and in bad…I’ve had 80 phone calls – clients who were ‘glad I was concerned and not asleep at the wheel’… I just thought you would like to know how a proactive stance and not a reactive stance can really set us aside from the pack in a down market.”
S.B.
New York, US
Thanks to BGM and Aishah coaching help, Heather and I are putting a complete Investment Management business. We are putting all the pieces together, especially social media marketing. Thanks you Aishah!
T.K.
Pennsylvania, US
“Some of the recent pieces you’ve sent out have been the best I’ve seen from you. The client segmentation work was especially strong—whether it’s segmentation itself, creating an engagement schedule, or what I call a nurturing schedule, you’ve really nailed down these processes.”
J.H.
West Virginia, US
“Not only do you provide advisors with tools to enhance and grow their practices, but you have also cultivated a culture of kindness, collaboration, and comradery. (Personally, that is what I love most.)”
M.T.
New York, US
“Relatively new to the wonders of Bill Good Marketing, the experience has been nothing but positive. I have not fully tapped into the wealth of available resources but look forward to doing so. Whether I have a question or a concern, I am confident BGM will address it or help resolve it as effectively and efficiently as possible because the success and growth of my managing director’s office is their success. Bill Good Marketing, it’s a good thing.”
C.M.
Pennsylvania, US
“The Bill Good Marketing System manages all our client contact, mass mail, and monthly drips. It also automates most of our processes so they take less time. Bill’s System is the backbone that holds all our information together. Without it, we would die!”
D.D.
Texas, US
“I average $26M-30M in new AUM every year, almost all of it from referrals. The drip letters are a big part of why I don’t need to prospect. Clients love the drip letters. They especially love the feel-good letters. I have clients tell me every year how they have the entire family read the Christmas letters together. I also had a client this year who is a member of a Medal of Honor organization. She told me she read the letter out loud to everyone in the organization on Memorial Day.”
R.M
Texas, US
“The Letters Library contains the best collection of letters and information in one place. Bill’s birthday letters and special event letters are a big hit with my clients! Using them definitely saves me time, as I would never be able to write all the letters that the Letters Library has given me!”
W.K.
South Carolina, US
“I love the Bill Good Marketing letters! By using them on various world news topics, I feel we have kept our clients better informed than ever. ”
L.P.
Massachusetts, US
“I was on the Bill Good System when I went from $300,000 to over $2,000,000 in nine years. That’s one helluva growth rate. Recently, three different families have shown me 3-ring binders with all the letters I sent them. Most of these letters are from Bill Good Marketing. They love them, especially the holiday letters.”
D.S.
New York, US
“One of my clients has a wealthy spouse who I’ve been trying to work with for years. Recently, I sent them your ‘Red Bandana’ letter. My client called in to say, “your letter moved my wife to tears. We need to come in and meet with you.” They came in, and his spouse moved $800k to my management, meaning I now have $1.2M between them.”
B.U.
Michigan, US
“Dear Bill, one of the very first letters I sent out using the System was one of your Memorial Day letters. I literally got 8 handwritten responses from clients telling me why that letter touched them so much. Thanks for the recommendation!”
S.H.
Virginia, US
“Bill, these letters have helped us cement relationships with our clients. Interestingly, it’s also helping on the multi-generational front. We have had a situation recently where a client passed away. We are keeping three out of the four kids. One of them commented, “Dad kept all your letters. We found them. And read them. We love them too.”
We love the natural way, the no-sales way the letters are written. We are now able to talk to people through the letters.
By the way, we have lots of tech people among our clients. Interestingly, they love getting physical letters.”
B.U.
Pennsylvania, US
“Using Bill Good’s monthly drip letters to clients, plus his prospecting and referral strategies, I have gone from only a couple referrals to 10+ referrals per year!”
D.S.
New Jersey, US
“I sent out Bill Good’s newest handholding letter on China and the recent market volatility. A client is now transferring in about $250,000 from Vanguard. Another client came in this morning with the letter and said, ‘You are spot on as it gets.” He is now transferring in the last $1,300,000 from the competition.”
R.M.
Texas, US
“I sent out your Election Day Branding Kit letters to my clients. Several of them passed those letters around, and the result is about $4 million in new assets from referrals from those letters. These new clients came in because their advisors are not sending that type of information. “
S.H.
Virginia, US
“I had a guy call me the other day that I have been dripping on for eight years! He let me know that he has been getting my letters and isn’t happy with his current investments.
I said, ‘Now wait a minute; you aren’t happy with your investments or you aren’t happy with the guy that is helping you?’
He told me, ‘Come to think of it, it is the guy.’ And I used to be one of those guys whose clients didn’t like me because they never heard from me. Now I am getting others’ clients that are doing what I did.”
I said, ‘Now wait a minute; you aren’t happy with your investments or you aren’t happy with the guy that is helping you?’
He told me, ‘Come to think of it, it is the guy.’ And I used to be one of those guys whose clients didn’t like me because they never heard from me. Now I am getting others’ clients that are doing what I did.”
R.A.
New Mexico, US
“We have just spent $3,500 on mailings running [one of your] prospecting campaigns. We brought in over $1,000,000 in new money!”
S.R.
Missouri, US
“In the nearly 20 years I’ve been with Bill Good Marketing, I have never lost money, and the System has paid for itself every year. I started with $5M in AUM. After coming home from Utah, I ran your first campaign and immediately went to $7.5M. Now, I’m over $400M.”
K.S.
Pennsylvania, US
“I’ve been dripping on a lady, who is the best friend of my largest client, for 9 years. I started a weekly market commentary email during Covid and reached out to her because I saw that she always opens my emails.
I called her to check in and she told me that she wasn’t happy with her current advisor and has been meaning to reach out. We set an appointment last week where we analyzed her current account. This week she gave the ok to become my client.
She brought over $1.7 million.”
J.S.
Colorado, US
“I just got out of the hospital. While I was there, my staff ran the Bill Good Marketing ‘Find the Money’ campaign. Even during all this, I still found an additional $2.5 million in assets from my hospital bed! There are lots of advisors who like to claim that there’s no more money out there, that they already have everything and there’s nothing to find. My response? If I can find over 2 million when I couldn’t walk and couldn’t talk, other advisors shouldn’t have any excuse! I don’t believe I would have gotten this account if it weren’t for the BGM Find the Money campaign!”
V.O.
Pennsylvania, US
“Over the last few months, we have mailed 4 letters to a 401(k) participant with a small account balance. This morning, a guy stopped in the office and said, “I’ve been getting your letters and liked what I read; I wanted to come in to see you.” His wife (the participant) just left her employer and now wants to roll her 401(k). She also has a traditional IRA and a ROTH as well (all somewhere else). So does he. They are selling a rental property and will have that cash available to invest as well. So he asked if we could help them with all of it… He does not have email, but has six figures for us to invest. Dear Bill: please stop marketing your System to my competitors. They could save a lot of money on postage.”
C.N.
Florida, US
“I worked with a prospective client back in August. He held a $730k 401(k) which means that asset wasn’t touchable right now. But I provided him with 401(k) help and we talked about estate planning and importance of having a will, etc. This means that there was no current business to do, but lots of potential business. But at the end of my dictation notes, I wrote the following: ‘Let’s make sure to put him on a drip campaign [using Bill Good Marketing letters] so we can stay in front of him if he ever changes jobs.’ This past week, he called us and told us that he had changed jobs and that he wanted to set an appointment to roll over his 401(k). Thanks to Bill Good Marketing for their great letters!”
J.C.
Georgia, US
“We get great feedback on the letters—clients often say, ‘Wow, that was really helpful!’ Whether it’s for tax season or organizing documents in the spring, they mention them in meetings and appreciate the reminders. Some have even said, ‘That wasn’t something I had thought of, but the letter brought it to the forefront of my mind.’ It’s clear that the information we’re sending out is truly valuable.”
B.C.
Texas, US
“I signed up for the Bill Good Marketing System at the end of September 2016. What really sold me was that Bill had developed the ability to manage multiple seminars. I have built my entire business on seminars.
But I had a big problem. My response rate had fallen to .12%. That’s right. I sent out 10,000 invitations. 12 people responded. Bill said, “Send me your invitation.” I did.
He analyzed every part of it. His conclusion: You need a professional seminar invitation company. Quit doing this yourself.”
We followed his advice.
The first seminar we did using our new seminar invitation, list and location pulled 84 people for the two events promoted by that mailing.
It was a Thursday night. A couple signed up at the seminar to meet with us the following day. The meeting went well and two days later on Monday they contacted us wanting to come in that same day. Monday afternoon they became clients with assets of over $1,250,000.
We have 15 more prospects that requested meetings. Thank you for the connection. The revenue from this account pays all our first year fees for the BGM System. These other 15 prospects will make that seminar extremely profitable.”
But I had a big problem. My response rate had fallen to .12%. That’s right. I sent out 10,000 invitations. 12 people responded. Bill said, “Send me your invitation.” I did.
He analyzed every part of it. His conclusion: You need a professional seminar invitation company. Quit doing this yourself.”
We followed his advice.
The first seminar we did using our new seminar invitation, list and location pulled 84 people for the two events promoted by that mailing.
It was a Thursday night. A couple signed up at the seminar to meet with us the following day. The meeting went well and two days later on Monday they contacted us wanting to come in that same day. Monday afternoon they became clients with assets of over $1,250,000.
We have 15 more prospects that requested meetings. Thank you for the connection. The revenue from this account pays all our first year fees for the BGM System. These other 15 prospects will make that seminar extremely profitable.”
R.L.
Missouri, US
“An inherited client with a small annuity came in to meet me for the first time after me handling the account for years, and after years of receiving my monthly Bill Good letters.
When he sat down, he pulled out the “Year in Review” letter. I had said in the letter to call or come by if he had questions, so here he was. We talked and he said that he’ll be moving about $1.6mm to me once he returns from a trip. Additionally, earlier today, another inherited client with a $26,000 account called in. I have had this account for almost 8 years, and I have faithfully sent monthly drip letters to her as well. When the client called, she told me that she and her husband needed to move all of their accounts from a competitor over to me.
This $26,000 client will end up being a total of 5 accounts with a combined balance of $1.27mm. I asked what prompted her to call me, and she said her husband had decided they needed to do something different, and they had recently received the “Year in Review” letter, so it seemed like the natural thing was to let me assist. Not bad for the price of a stamp, every month, for a few years’ time!
P.S. As an update, that last client I mentioned just called back and is planning to move an additional $2mm on top of the $1.27mm we’re moving today.”
When he sat down, he pulled out the “Year in Review” letter. I had said in the letter to call or come by if he had questions, so here he was. We talked and he said that he’ll be moving about $1.6mm to me once he returns from a trip. Additionally, earlier today, another inherited client with a $26,000 account called in. I have had this account for almost 8 years, and I have faithfully sent monthly drip letters to her as well. When the client called, she told me that she and her husband needed to move all of their accounts from a competitor over to me.
This $26,000 client will end up being a total of 5 accounts with a combined balance of $1.27mm. I asked what prompted her to call me, and she said her husband had decided they needed to do something different, and they had recently received the “Year in Review” letter, so it seemed like the natural thing was to let me assist. Not bad for the price of a stamp, every month, for a few years’ time!
P.S. As an update, that last client I mentioned just called back and is planning to move an additional $2mm on top of the $1.27mm we’re moving today.”
C.M.
Georgia, US
“We have been using the BGM System since 2001 and it has become the foundation for our business practices. Our client service model has been built around many of the BGM best practices. Confirmation calls are made for all appointments, Welcome signs are displayed for in-office appointments, and gifts are sent to recognize certain client milestones such as retirement. We send birthday letters to all clients and gifts to HNW clients.
We use BGM content (including their letters, social media posts, and the Find the Money campaign) on a regular basis to share information that adds value and illustrates that we are knowledgeable, caring advisors. We also use a multi-channel approach when it comes to business development. We use BGM best practices and content for a variety of channels, including seminars, client referrals, strategic partners, connections, and the Mother campaign. As a result, our team consistently brings in between $40M to $50M in new assets each year.”
We use BGM content (including their letters, social media posts, and the Find the Money campaign) on a regular basis to share information that adds value and illustrates that we are knowledgeable, caring advisors. We also use a multi-channel approach when it comes to business development. We use BGM best practices and content for a variety of channels, including seminars, client referrals, strategic partners, connections, and the Mother campaign. As a result, our team consistently brings in between $40M to $50M in new assets each year.”
J.M.
New York, US
“When I met Bill in 1989, I was just four years into the industry, working for a very small boutique firm that underwrote and sold municipal bonds. I had no real training and only a very small number of other reps in our office to learn from and share ideas with. I saw an ad in Registered Rep magazine for one of Bill’s Marketing Conferences and made the decision to go . . . and was blown away!
All of these brokers, from all of these firms from all over the country, teaching me about what it takes to truly be successful in this industry. And of course, Bill himself…the one person who could attract all of this talent and give them a forum to teach the rest of us how to be better brokers, advisors, and business owners. Bill is the architect of the greatest marketing system in existence.
And, I should know! I have seen every iteration of the Bill Good Marketing System from the initial training at the Peery Hotel and the days of the huge automotive store binders, to “Gorilla Junior” and, finally, to the current edition that we rely on so much. Believe me, whenever I have an opportunity to share just how powerful Bill’s System is and what it has done to transform my practice, I do. I have built my practice and my professional career around the principals that Bill preaches and the vast array of extraordinary people he continues to introduce us to. That’s why I have been a faithful system user since 1991 – nearly 27 years!! Bill has seen me through all of the turmoil this industry throws at us, and I have gone from a young novice in the industry to a seven-figure producer by embracing his concepts and teachings.
I love my broker-dealer and enjoy going to their conferences, because it gives me an opportunity to reconnect socially with friends that I have made over the years. But, if I want to sharpen my saw and really learn ways that I can do a better job running a wealth management office, I go to Bill, his team, his website, his conferences. And, in the course of working with Bill over nearly three decades, we have become friends, and I truly value that personal relationship as well. I honestly cannot thank Bill enough for all he has done for me and everything he continues to do for me. Thanks a million, Bill…literally!”
All of these brokers, from all of these firms from all over the country, teaching me about what it takes to truly be successful in this industry. And of course, Bill himself…the one person who could attract all of this talent and give them a forum to teach the rest of us how to be better brokers, advisors, and business owners. Bill is the architect of the greatest marketing system in existence.
And, I should know! I have seen every iteration of the Bill Good Marketing System from the initial training at the Peery Hotel and the days of the huge automotive store binders, to “Gorilla Junior” and, finally, to the current edition that we rely on so much. Believe me, whenever I have an opportunity to share just how powerful Bill’s System is and what it has done to transform my practice, I do. I have built my practice and my professional career around the principals that Bill preaches and the vast array of extraordinary people he continues to introduce us to. That’s why I have been a faithful system user since 1991 – nearly 27 years!! Bill has seen me through all of the turmoil this industry throws at us, and I have gone from a young novice in the industry to a seven-figure producer by embracing his concepts and teachings.
I love my broker-dealer and enjoy going to their conferences, because it gives me an opportunity to reconnect socially with friends that I have made over the years. But, if I want to sharpen my saw and really learn ways that I can do a better job running a wealth management office, I go to Bill, his team, his website, his conferences. And, in the course of working with Bill over nearly three decades, we have become friends, and I truly value that personal relationship as well. I honestly cannot thank Bill enough for all he has done for me and everything he continues to do for me. Thanks a million, Bill…literally!”
R.D.
Georgia, US
“Bill, I have traveled with you for 36 of the 45 years [you’ve been in business]. I am very thankful for my association with you and your company. I started as a 25 year old kid fresh out of grad school with very few real world practical skills. My first few months in the business were very difficult. I had very little training (contrary to what the firm I was with at the time) said.
I had a sick invalid mother and myself to take care of. I heard of a take of Bill Good interviewing Steve Anderson, the Cold Call Cowboy. Finally I had direction and an understanding of how to build business via the telephone.
Here I am 36 years later. My family and I are very thankful for what you have done for us through the years. For someone who never had any connections and grew up poor, your assistance through the years has been amazing.
I had a sick invalid mother and myself to take care of. I heard of a take of Bill Good interviewing Steve Anderson, the Cold Call Cowboy. Finally I had direction and an understanding of how to build business via the telephone.
Here I am 36 years later. My family and I are very thankful for what you have done for us through the years. For someone who never had any connections and grew up poor, your assistance through the years has been amazing.
T.P.
North Carolina, US
*For privacy and compliance reasons, the names and identities of the advisors providing these testimonials have been anonymized. These are real success stories from financial professionals who have implemented the Bill Good Marketing system, shared with their permission while maintaining confidentiality.*
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