Double, Double, and Another Double!

by Bill Good Marketing on July 31, 2014

 

 

Double, Double, and Another Double:
featuring Rob Rose and Matt Hicken, the FAs and
Bill Good, their coach.

Wednesday,
August 6th
12:00 Noon ET
Register Here

Thursday,
August 7th
4:15 ET
Register Here

From January 1, 2009 to Dec 2010, the Rob Rose team did a near perfect double from just over $500K to $1.13 million.

Then they nearly doubled again. By Dec 31, 2012, they had pushed to $2.1 million. Asset growth in 2012 was $65 million.

They are now a year and a half into their goal of a third double. Will they make it? Do you want to find out?

No seminars. No Cold Calling. Never asking for a referral.

How did they do it?

Find out. Join Rob Rose, his COO Matt Hicken, and Bill Good for this lively conference call.

After two “by the book” doubles, Rob and Matt set a goal to double again, this time to $4 million.

2013 was a year of consolidation for the Rob Rose team, spent largely on converting to discretionary management. Revenue inched up to $2.25M, and AUM to $227M.

But this year the gloves are off. YTD new assets are $31M. They expect $60M. The goal is $3M in production for 2014, which puts them within shooting distance of $4M in 2015.

About Bill Good

I have written thousands of scripts, letters, and emails. I have trained at least 50,000 FAs in prospecting.

I trained some of the legends—Chris Gardner (Pursuit of Happyness), David Bach (Smart Women Finish Rich), Ira Walker (#1 Team on Wall Street), and countless others who occupy top 5 spots at their broker/dealer.

Now Rob Rose and Matt Hicken.

What about you?

Want to talk to us? Call Jill Chan at 888-495-7303.

You really should join Rob, Matt, and me for this informative call. I mean really, do you know anyone who has done this? Even come close?

Who Should Attend This Webinar?

You have been in business for a while
AUM should be north of $50M.
You have at least one assistant.
You have been involved in networking for years.
You have a few hundred clients.
You want to grow organically.

Still thinking about it?

Quit it. Just sign up below.

Wednesday, August 6th
12:00 Noon ET
Register Here

Thursday, August 7th
4:15 ET
Register Here


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


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

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Assets Fly: What Happens to Your AUM When Clients Die?

by Bill Good Marketing on July 14, 2014

 

 


Assets Fly: What Happens to Your AUM
When Clients Die?

If a substantial percentage of your clients are retired;
If a good percentage of them will be dead ten years;
If you will NOT be retired in ten years;
Then you need to attend this webinar:

When Clients Die, Assets Fly: A Preventive Strategy

Wednesday, July 16th
4:15 p.m. ET
Register Here


“Heirs Take Money and Run-from Financial Advisor”

That’s the headline of an article in the Nov 6, 2011 issue of Investment News.

The stats are grim if you are losing the assets, exciting if they are heading your way.
86% of heirs in global family offices intend to fire their parents’ advisor. Now you probably don’t preside over a family office, but there is corroborating data on smaller fortunes starting as low at $1 million. And there is your own experience.

A decade ago, in May 2003, Hannah Grove Shaw and Russ Alan Prince reported results of a survey done in conjunction with Merrill Lynch, “When we ask inheritors about their relationships with financial advisors, a full 97.9% said they wanted an advisor because they themselves weren’t up to the challenge of managing their own wealth…

The authors further state: “… 79.6% of inheritors switched primary advisors after inheriting their money.”

The implications of these two studies—nearly a decade apart—are consistent … and scary. Even if you have a client who will inherit, according to these data, it will likely go to a new advisor.

That’s why you should attend:

When Clients Die, Assets Fly: A Preventive Strategy

Wednesday, July 16th
4:15 p.m. ET
Register Here

In the next decade or so, baby boomers will inherit trillions from their parents. It will exit the investment accounts of some advisors and move to other advisors.

Will you be giving or keeping?

When you attend, “Assets Fly: A Preventive Strategy,” you will learn two interlocking problems.

The branding problem: That’s really what it is, isn’t it? You are branded as “The old parent’s financial advisor.” You have to re-brand and become “The Family Financial Advisor.” You will learn a six-part strategy.

The Strategic Partner Problem. If you are going to lose some clients-and you will-you better be in a position to pick up some of the assets leaving another FAs book. Their clients die too. Their inheritors take the money and run.

Hannah Grove and Russ Allen Prince wrote, “We previously recommended that one way to reach these clients was to create strong working relationships with the lawyers and accountants who manage estates. That’s because inheritors who are newly wealthy rarely know where to look for higher-end advisors, and they often turn to the financial professionals at hand for guidance. In short, it makes sense to build an extensive advisory network.”

Most likely, you don’t have a true strategic partner. You have a “strategic one-way street.” You send referrals to an attorney. The attorney sends back a trickle, or nothing.

So you will learn a process to develop strategic partners.

WHO IS BILL GOOD?

I’ll take credit where it’s due. In a survey by Wealth Management Magazine, I am one of the five top coaches for FAs. I design systems—clients marketing, prospecting, practice management—hundreds of them.
There is no one out there who has a plug to stick in the biggest hole in your business pipeline—inheritors who take the money and run.

When Clients Die, Assets Fly: A Preventive Strategy

Wednesday, July 16th
4:15 p.m. ET
Register Here

OK, Bill. How Certain Are You That You Have Nailed This?

I have a track record in designing prospecting systems.
While it is certainly true that past performance does not guarantee future results, past performance is worth a second glance, isn’t it?
If you want to keep what you’ve got;
If you recognize the problem;
Then please attend.

When Clients Die, Assets Fly: A Preventive Strategy

Wednesday, July 16th
4:15 p.m. 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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No More Pies!

July 3, 2014

From March 2000 to October 2002, the Nasdaq Composite® lost 78% of its value as it fell from 5046.86 to 1114.11. Fast forward to 2007. The S&P 500® declined 57% from its high in October 2007 of 1576 to its low in March 2009 of 676. Times have changed, things have gotten better. But what happens … […]

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Educational Webinar: The Good Way to Sell

June 17, 2014

    Educational Webinar: The Good Way to Sell You have heard that old statement, “You can get a horse to water but can’t make him drink.” Not true. Prospecting skills gets the horse to water. A skilled sales professional will get a good percentage of these horses to take a drink. In our continuing […]

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We Congratulate Mark Eskin, Ed Blumenthal and Stedmark Partners

June 4, 2014

We Congratulate Mark Eskin, Ed Blumenthal and Stedmark Partners. It takes a team, a great team, to acquire and manage $1 billion.  To learn more about this amazing group, visit their website.  Check out their brochure. Click on the graphic below to see full size. Recommend on Facebook Share on Linkedin Tweet about it Print […]

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DOUBLE DOUBLE and Another Double?

May 27, 2014

   DOUBLE DOUBLE and Another Double? An Organic Business Development Strategy From January 1, 2009 to Dec 2010, The Rob Rose team did a near perfect double from just over $500K to $1.13 million. Then they nearly doubled again. By Dec 31, 2012, they had pushed to $2.1 million. Asset growth in 2012 was $65 […]

Read the full article →

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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Assets Fly: What Happens to Your AUM When Clients Die?

April 25, 2014

   Assets Fly: What Happens to Your AUM When Clients Die? If a substantial percentage of your clients are retired; If a good percentage of them will be dead ten years; If you will NOT be retired in ten years; Then you need to attend this webinar: When Clients Die, Assets Fly: A Preventive Strategy […]

Read the full article →

ANNOUNCING: The “GO AWAY IN MAY” Campaign

April 14, 2014

    ANNOUNCING: The “GO AWAY IN MAY” Campaign The market is thrashing around at or near all-time highs. It’s almost May. Time to go away? Time to go more conservative? Please join Dale Buckner and me for this webinar. In 2011 and 2012, Dale Buckner went more conservative. He pulled off a one-year double. […]

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PATCH YOUR PIPELINE—GROW YOUR BUSINESS

March 31, 2014

        Plug That Leaky Sales Pipeline Is this what your sales pipeline looks like?Are your sales leads falling through the cracks … whooshing through the floorboards? If so, you should certainly attend my webinar. No charge. By helping you, sooner or later we figure to earn some of your business.   PATCH […]

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