Land Speed Record: From $0 to $28 Million AUM in 12 Months

by Bill Good Marketing on August 19, 2014

 

 


Land Speed Record: From $0 to $28 Million AUM
in 12 Months


Attend Bill Good’s Continuing Marketing Educational Webinar
Land Speed Record: From $0 to $28 Million AUM in 12 Months
Thursday, August 21st, 2:00 PM ET
Register Here
For Bryan Sarff and Kal Dulku, this empty road was how life looked on July 10, 2013.

They were taking a huge chance.

Bryan was a moderately successful advisor, much better as an FA than a prospector.

Kal was a great prospector, not an FA. He had never analyzed a portfolio. Didn’t want to.

They formed a 50-50 partnership, invested in a great office, a complete team. Everything was ready. Would 1+1=3?

They formally opened July 11th. From that day to this, you could, and can hear the screech as they set a land speed record in this industry.

Before they officially opened as a partnership, Bryan had brought about $4 million AUM and 15 clients to the table.

A year later, they were a bit over $28 million, had 105 clients and had produced $223K. 54% fee and 46% commission. Forecast for the second 12 months: $500K.

I have been a coach in this industry a long time. I do not know anyone or any team who is off to this quick a start.

Register here to learn how they did it. Thursday, Aug 21st, 2:00 PM ET

Who should attend?

• Any FA or team who wants to make a quantum leap.
• Any FA or team willing to take risks.
• Anyone who needs to start over in a new area.

You will learn:

How they work together. What does Kal do as a Sales Assistant that entitles him to a 50% share of the business?

Seminar strategy. Let’s call it the “Half Millionaire Next Door.” You will learn how one highly successful seminar had a meal cost of only $350.

Client referral strategy. Even though they could not rely on organic growth from the start, they immediately implemented a referral strategy. In that first year, this produced 48 client referrals.

Strategic Partner Strategy. In Year 1, they also began building strategic partners. That produced 20 new HH.

The Upshot: Their plan for year 2: $500K. That would be a one-year double.

Still thinking about it? Time conflict? You will learn some things that could change your business life. So quit thinking. Register now.

Attend Bill Good’s Continuing Marketing Educational Webinar
Land Speed Record: From $0 to $28 Million AUM in 12 Months
Thursday, August 21st, 2:00 PM ET
Register Here

 


Copyright 2014. Bill Good Marketing, Inc. All Rights Reserved.

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Bill Good Marketing, 867 E 9400 S, Sandy,UT 84094 (800) 678-1480

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Cracks or Chasms Ahead?

by Bill Good Marketing on August 14, 2014

 

 


Cracks or Chasms Ahead?

Is this crack anything to worry about? Do we keep driving or do we need to change direction to avoid a sink hole?“It’s the economy, stupid”—in the words of that famous economist James Carville. Still struggling, isn’t it.Big problems in Syria, Iraq, Ukraine, Africa.And mid-term elections coming up. Based on 68 years worth of data, “ the market takes a haircut during the second and third quarters, before the midterm, reflecting the economic impact of political turbulence.” (Barron’s, April 5, 2014)

In this webinar you will learn:

• What’s really going on in the market right now.
• How safe is this market for the small investor.
• What you need to know.
• Talking points to use in client reviews.

Join John Thomas, The Mad Hedgefund Trader

Taking Stock: What to Do Now? 


What Should the Retail Advisor Do?

What Should You Tell Your Clients?

Webinar Exclusively for BGM Clients
Tuesday, August 19th
2:00 PM ET
Register Here


John Thomas knows a thing or two about markets. People who followed his newsletter recommendations since May are up about 20%. Dow® and S&P®? Well, they gave it all back, didn’t they?John, as you recall, was a presenter at the last three Users’ Conferences. Why? 
  • Because he is a very entertaining speaker.
  • Because he knows his stuff.
  • Because he is credible. As a matter of fact, given decent speaking skills and knowledge, the three factors that determine the value of a speaker are credibility, credibility, and credibility.

Don’t think about it.

Be there!!!

Register now.

 


Copyright 2014. Bill Good Marketing, Inc. All Rights Reserved.

To unsubscribe from our exclusive emails, click here. Please allow two weeks for your request to be processed.
We apologize for any interim emails you may receive.

Bill Good Marketing, 867 E 9400 S, Sandy,UT 84094 (800) 678-1480

 

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We Congratulate Mark Eskin, Ed Blumenthal and Stedmark Partners

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Referrals without Asking

May 8, 2014

    Referrals without Asking As part of Bill Good Marketing’s® educational series “Advanced Marketing for Financial Advisors,” we are extremely pleased to present J. Leland “Lee” Davis and Bill Good in “Referrals without Asking.” Lee and his son Jeremy are partners in the Colorado-based wealth advisory firm, J.L. Davis Financial Corporation, which does business in 30 states. […]

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