Campaigns and Speedbuttons: 2 + 2 = 10

by Bill Good Marketing on April 16, 2015

 

 



Campaigns and Speedbuttons: 2 + 2 = 10

Please join me for a client only webinar on two of the most powerful tools in the system: Campaigns and Speedbuttons®.

What You Will Learn:

  • Campaign Navigation: How to move around the screen to get exactly the information you need.
  • Campaign Hygiene: That’s right, you have to clean them up from time to time.
  • Enter repetitive notes with a single click.
  • Customize Speedbuttons already in your system to fit exactly what you want to do.
  • Use Speedbuttons for common database updates.

And much, much more.

Who Should Attend?

EVERYBODY on the team.

FA—you need to understand the capability so you can direct your team in the use of these two powerful tools.

SV
—You especially need Speedbuttons to automate recurring tasks.

SA
—Campaigns are at the heart of creating new business.

CO—You better come because you need to be able to build them.

Thursday, April 23rd 2015
12:00 Noon ET
Register Here


Copyright 2015. 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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Best Practices—Three or Four Channels Bringing in New Assets

by Bill Good Marketing on April 13, 2015

 

 


Best Practices—Three or Four Channels Bringing in New Assets

 

Sadly, we will not enjoy the pleasure of your company at our Users’ Conference in Chicago. However, you can participate in spirit with the conference DVDs. And you can save $200 if you act now rather than think about it.

The concept of the conference is “Growing Your Business in Two-Year Bites.” This entire concept is embedded in my “Two Year Marketing Plan” spreadsheet.

I have been working on it for a long time. Early versions go back at least to 2007.

It’s based on these FACTS:

1) “If you don’t know where you’re going, any road will get you there.”—Lewis Carroll. To arrive at your destination, you need a plan. Any road won’t do.

2) In this industry, at this time, a long-range plan—5 years or longer—is mostly wishing. Things change too quickly to plan much further out than two years. Two years is a good time frame.

3) To grow your business today, you need three, or preferably four channels each bringing in new assets.

Every financial advisor has two channels—new assets from existing clients and client referrals. For most financial advisors, these two channels do not grow a business. They maintain it. Almost every financial advisor I know whose business is growing at a rapid clip has at least one additional channel.

As we go through the process of the two-year plan, it will become clear to you which channel or channels will grow your business fast enough to get you there.

You will then understand how to get there from here.

My speakers are going to show you in depth how they use their channels.

I’m going to help you put it all together in a two-year marketing plan.

That’s why you should order the DVDs now.

Early Early Bird pricing ends at close of business April 29.

Early Early Bird: $598. At close of business on April 29, Early Early is done.

Early Bird of $798 begins April 30. It ends when the videos and mp3s are posted to the website.

Late Bird: $995.


Download your Order Form Here
Or Call Jill Olsen at 800-678-1480, ext. 1298.

Here are the channels you CAN USE for your own “2-Year Marketing Plan.”

Never before have I presented all our new asset strategies at one time in one place. Each of these channels has a strategy. Each has resources already built. Each now has a standard of best practices. You can now measure your performance against the best of the best.

Above the line are the relationship marketing channels. Below the line are the mass marketing channels.

One or two of these channels will light your afterburners and propel your business.

If you already have one or two additional channels working, you will be able to make them work better.

1) ✓Current Clients
2) ✓Client Referrals
3) Introductions
4) Strategic Partners
5) Connections


6) Seminars
7) Direct Mail
8) Cold Calling
9) Targeted In-Person Prospecting

Download your Order Form Here
Or Call Jill Olsen at 800-678-1480, ext. 1298.

Copyright 2015. Bill Good Marketing, Inc. All Rights Reserved.
Unsubscribe

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?

March 23, 2015

    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 […]

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REASSESSING 2015: A Market Strategy Webinar for Advisors

February 25, 2015

      REASSESSING 2015: What the Market 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, March 5th 4:30 PM ET Register Here Is the bull market over? Taking a breather? Is the party over? What should you […]

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Get Better Organized—A Bill Good Educational Webinar

February 18, 2015

  Get Better Organized—A Bill Good Educational Webinar I want to invite you to attend my “Get Better Organized” educational webinar.I recently did a fascinating web search. I Googled “Benefits of Getting Organized.” The search returned: • Less stress • Relax more • More family time • Improved health • Better example for kids • […]

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Relationship Mapping: A Vital Tool to Expand Your Network and Influence

February 3, 2015

    FOR BGM SYSTEM SUBSCRIBERS ONLY Relationship Mapping: A Vital Tool to Expand Your Network and Influence Webinar for BGM Clients and Team Friday, February 6th 12:00 Noon Eastern Time Register Here A relationship map is a tool in the Gorilla software that shows how your clients are connected to the important people in […]

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Get your “mo” at Users’ Conference in Chicago

January 22, 2015

      Get your “mo” at Users’ Conference in Chicago Users’ Conference 2015 will focus on helping you achieve your goal—in two-year bites. It’s “double production” more or less, or “work half as much.” Or anywhere in between. It’s also a family reunion. Most Gorillas have attended one or more Users’ Conferences. Countless friendships […]

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THE TWO YEAR MARKETING PLAN–THE TIME TO START PLANNING 2015 IS NOW

December 4, 2014

    FOR BGM SYSTEM SUBSCRIBERS ONLY THE TWO YEAR MARKETING PLAN THE TIME TO START PLANNING 2015 IS NOW According to Nobel Prize winning economist, Milton Friedman, “There is no such thing as a free lunch.” According to non-Nobel Prize winning economist, Bill Good, “There is such a thing as a free two-year marketing […]

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NO MORE PIES! “What to Buy, and When?”

November 18, 2014

NO MORE PIES! “What to Buy, and When?” Please Join Jack Reutemann, Danny Harbison, Charles North, and Bill Good on This Conference Call Date: Tuesday, November 25th Time: 4:00 PM, ET Enroll here To get right to the point, in this conference call, “What to Buy and When?,” you will see that the two questions […]

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Can You Protect Your Clients from Bear Market #17?

November 14, 2014

Can You Protect Your Clients from Bear Market #17? Please join my partners, Jack Reutemann and Danny Harbison, and me for a one hour No More Pies! special webinar presentation. Bear Market #17: The Webinar If you have the tools to protect your clients from Bear Market #17, congratulations. But if you are thinking, “Well […]

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