Building a Brand in Financial Services

by Bill Good Marketing on April 8, 2013

Learning from the Kardashians:
Building a Brand in Financial Services
Join Bill Good and John Pollock
Thursday, April 11 at 12:00 Noon, Eastern

Click here to register, or call 1-888-495-7303 and register with Jill Nagle.
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Six years ago, John Pollock was chugging along at $500K per year in commissions. His business was 90% transaction based, and he knew he wanted to move to fees. But, he wanted to do it systematically so he could continue to grow while he was in transition. His prospecting method was limited to referrals and walk-ins. He knew he needed a system, so when his friend told him to call Bill Good Marketing®, John did.

“I was a good salesman,
but I wanted
to know how
to run a business.”
-John Pollock

Along the way, John had a very bright idea. He learned something from the Kardashians. He figured out a dramatic way to implement one of the bedrock principles of the Bill Good Marketing System®—select a limited market and seek to dominate it totally.

If you take a close look at John, he does not look like any Kardashian you’re familiar with. But he markets like they do. That plus the systems to support it enabled him to turn a $500K commission business in October 2006 into nearly a $1 million fee based wealth management business in 2013. And his trajectory is straight up.

In this call you will learn:

  • Why there is no magic bullet but why Kardashian-style marketing comes close.
  • What is Kardashian-style marketing? Why you can and should market your practice Kardashian-style.
  • Why many of your bright-ideas never get off the ground.
  • Why your system, or lack of a system, could be holding you back.
  • How the right system can help you organize more than one business.
  • Why infrastructure comes before growth.
  • What the system does to keep all of the processes moving.

If I am willing—without question or quibble—to spend $20 per person to give you information that can get you started on transformation,
if I am willing to introduce you to a smoking hot marketing concept,
are you willing to do me this one small favor?

Take an hour to join John and me on this call.

You must pre-register to reserve your spot on this call scheduled for
Thursday, April 11 at 12:00 Noon, ET
Click here to register, or you can call and register
with Jill Nagle at 888-495-7303.

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PLEASE, IF YOU WANT TO GET BEYOND WHERE YOU ARE,
DO YOUR BEST TO ATTEND.

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Bill Good—Author, “Hot Prospects,” designer of the Bill Good Marketing System. Bill was recently named as one of the top coaches on WealthManagement.com. Bill is the coach to many top producers in the industry.


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Always Be Prospecting

by Bill Good Marketing on April 5, 2013

 

 

 

 

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Always be prospecting!

This is one of the bedrock principles of my system.

If you are not always prospecting, when the next bear market strikes, you will experience a period of “enforced giving back” also called a “guaranteed income reduction plan.”

But if you, as the senior FA on your team, try to “do it yourself,” you will hardly ever sustain the “always be prospecting” thrust. You start a prospecting program. It works. You therefore stop prospecting. Some weeks or months later, your pipeline is as dry as a bone in the Mojave. You need help.


This is why I want you to attend a vital conference call:

Bill Good / Mike Sheehy / Stephanie Peterson
Prospecting Mastery: DON’T DO IT YOURSELF

Thursday, April 11th, 10:00 a.m. ET
Click here to register.


My first guest is Mike Sheehy. He attended “Prospecting Mastery” as an FA, but look at what he did! He went back and promptly trained his team on exactly what he wanted them to know. He got the info and delivered the message to his team:

“As an advisor, the Prospecting Mastery Course helped our office organize campaigns to help us grow our prospecting pipeline. It helped us identify what we were doing wrong in our seminars and how to do them the “Good” way. When I returned, I copied the course materials and gave a copy to each staff member. We use it as a reference manual for running our various campaigns. Personally – I believe this is very helpful for advisors and established SAs.”

I might disagree with one point Mike made.

It is surely helpful for FAs and established SAs. Also, consider it also for Junior FAs or even a brand new Sales Assistant.


Bill Good / Mike Sheehy / Stephanie Peterson
Prospecting Mastery: DON’T DO IT YOURSELF

Thursday, April 11th, 10:00 a.m. ET
Click here to register.


Who Should Attend?

The first answer is: perhaps not you or your team. If you are meeting your new client/new asset goals, this is not for you, AND if you have tons of connections in the markets you want to be in, don’t come, and don’t send any one. (Hint: Consider our “Mastering Relationship Management Course.”)

You should attend if:

  • You have a junior partner (ask about the special for two people).
  • You know you cannot achieve your prospecting goals based on relationship marketing only.
  • You want to get into a new market.
  • Your clients are dying off and you don’t want your business going with them.
  • You have a new Sales Assistant and know you need to focus on mass marketing.

Ben Franklin said, “Who is rich? He that is content. Who is that? Nobody.”

Bill Good said, “Who is not content, needs more clients.”

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.What Makes This Course Different?

 Let me introduce my second guest, Stephanie Peterson.

Stephanie is the Director of our Success Coaches. She was our instructor for Sales Assistant Boot Camp and has now graduated to teaching both the Prospecting Mastery and Mastering Relationship Management courses.

“Prospecting Mastery” is a “doing course.” Yes, you will learn a lot, but you are also going to DO a lot.

Stephanie will brief you on what you will be doing:

  • Google Alerts Lab.
  • The “Money in Motion” Course.
  • Pipeline Management Workshop.
  • Seminar Management Workshop.

 

 

 

 

 

 

 

 

Ben Franklin said, “You may delay, but time will not.”

Bill Good said, “Actions speak louder than words. Sign up for our conference call today. Or skip the conference call and contact Dave Zahller today at 800-678-1480, ext 1274.”

Bill Good / Mike Sheehy / Stephanie Peterson
Prospecting Mastery: DON’T DO IT YOURSELF

Thursday, April 11th, 10:00 a.m. ET
Click here to register

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