Thank you for scheduling your appointment with us! We’re thrilled to have the opportunity to meet with you and are committed to ensuring that our time together is both productive and valuable.
While you wait for your appointment, 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.
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
$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
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
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…
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
$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
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
