10 Reasons the Market Is Doing
What It Is Doing and
What You Should Do about It


A Bill Good Marketing Market Strategy Webinar
Featuring John Thomas
The Mad Hedge Fund Trader

Thursday, October 23rd
2:00 PM, ET
Register Here

 

Is the bull market over? Taking a breather? Is the party over? What should you be telling your clients? Is this the best buying opportunity in three years, or the worst bull trap in history? What should you do?

First a disclaimer: I am not a stock market analyst. Bill Good Marketing does not make forecasts. We help financial advisors grow their businesses. I know a lot of people. When I find someone I respect that I think will help you, I introduce you. If I can help you grow your business, chances are I will continue to earn a share of your budget. With that said, let me introduce or re-introduce you to John Thomas.

You have some decisions to make. You need data and insight. My recommendation: attend this call. Here’s why.

As of 10/15, John’s newsletter trades are up 32.54% for the year. As you well know, the S&P 500® has given up all its gain for the year.Since its inception in Dec 2010, performance is 147%, with average annual gains of 36%.While past performance blah blah blah, perhaps you should join the call.

10 Reasons the Market Is Doing What It Is Doing and
What You Should Do about It

A Bill Good Marketing Conference Call with John Thomas
The Mad Hedge Fund Trader

 

Thursday, October 23rd
2:00 PM, ET
Register Here

 

In this call, John will discuss these ten points and how they should affect your decisions going forward.

  1. Market Valuation. Stocks are selling at 14 X 2015 earnings. Which way does this wind gust?
  2. Oil prices. According to John, “It’s our oil that is crushing prices.” Does this push growth? Consumer spending as we roll into the holiday season? What?
  3. The Christmas Selling Season. Strong? Weak? The calendar is friendlier. Will that help enough?
  4. The November 4 Midterm. What happens if the Republicans take the Senate? If the Democrats hold it? The next day could signal the beginning of the year-end bull market.
  5. The Bond Market. How does a final blow-off top in the bond market affect the stock market?
  6. Mergers and Acquisitions. Why are they continuing at a torrid pace? Is this part likely to be over? What happens if it’s not? Could the torrid pace likely signal a market bottom?
  7. Buybacks. Apple® alone is gobbling up $400 billion a year of its own stock. Less supply, more demand, right?
  8. Volatility Spikes. (VIX) signal market bottoms. It closed at $24.64 on 10/15, a high for the past two years. What is it telling us?
  9. Capital Spending. What does this mean for next year? The IMF forecast for the American economy next year is 3.8%. Did they miss the mark? Is the Ebola scare scrambling that number?
  10. Sell in May and Go Away. Aren’t people tired of this old song? Is the new song: “Buy in November and stay put?” John will give you the numbers. You decide.

More pain?

Pain almost over?

Turnaround?

Last call for this important webinar.

Thursday, October 23rd
2:00 PM, ET
Register Here

 


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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When Clients Die, Assets Fly: A Preventive Strategy

by Bill Good Marketing on October 16, 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 in 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

Friday, October 17th
12:00 Noon, 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

Friday, October 17th
12:00 Noon, 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 FA’s 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

Friday, October 17th
12:00 Noon, 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

Friday, October 17th
12:00 Noon, ET
Register Here


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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Get Better Organized

September 22, 2014

    Please Attend My Educational Webinar Thursday, September 25, 12:00 Noon, ET Register Here GET BETTER ORGANIZED I did a fascinating web search. I Googled “Benefits of Getting Organized.” Less stress Relax more More family time Improved health Better example for kids Fewer little jobs Find things quicker More time for yourself Feel good […]

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

August 19, 2014

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Cracks or Chasms Ahead?

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 […]

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The Investment Coward’s Perspective

August 11, 2014

    The Investment Coward’s Perspective By attending this webinar, you will gain an insight into why a touch of cowardice in investing might be a good thing. Can we teach you everything you need to know about investment cowardice in a one-hour webinar?Obviously not. However, we can teach you enough for you to decide […]

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Double, Double, and Another Double!

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 […]

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

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 […]

Read the full article →

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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