by Bill Good Marketing on May 17, 2012
One client in Amarillo has found the key to success. The Bill Good Marketing System® gives Dale Buckner a track to run on. He provides top-notch financial advice and the system gives him a steady flow of clients and prospects to work with. And here’s how:
- Dripping on his clients. “Direct mail works!” He sent out his two “Get Conservative” messages. These letters to his clients generated 240 appointments in the 1st quarter (4 appointments per day).
- Strategic Partnerships. He recently got a $2.5 million account from a CPA referral.
- Client retention strategies, especially promoting referrals. He has a $2 million account coming soon from a client referral, and a bunch of $500K accounts as well. He always puts a P.S. promoting referrals on all letters to his clients, and ends his meetings with promoting referrals, as well.
- Media. He does a 2-hour radio talk show on Saturdays that accounts for 77% of his current book. He uses the system to manage the prospects who contact him for more information. NOBODY slips through the cracks!
- Client Events are working! They start a “BUZZ” in his community. Everyone in Amarillo is talking about what he is doing for his clients.
OVERALL: The SYSTEM is working!!!
At the end of the first quarter this year, Dale had this to say:
“We are currently 127% up over the first quarter of last year but more importantly we are more than 100% up over our best first quarter ever. Something dramatic changed for us this year.”
I’m glad we could help, Dale.
by Bill Good Marketing on April 24, 2012
A few years ago, I advised a client to get involved in the community. I told him (and countless others) “Get involved in the religious, political, social, and charitable activities of your community. Be a good citizen.”
“Get involved in Rotary,” was my advice to Bill Pickens of Memphis, Tenn. In Rotary, he took on the challenge of the “Gift of Life” program for his district. Under his watch, the hearts of 30 children from around the world have been mended.
Sometimes little ideas are life changing. Sometimes they are life saving.
Here is an email I received from Bill. I share it with you because I’m proud of him, and while it is said “Pride goeth before the fall,” I think I’ll risk the fall and say, “I’m proud of me.”
Four words. “Get involved in Rotary.” Thirty lives made whole and who knows how these lives will pay forward the goodness they received from Bill Pickens. What goes around …
***
I just Googled myself a little while ago. The first one that came up is “Bill Pickens; Wealth Management …” The next three were for my work with Gift of Life in Rotary.
The best advice I got from you was to get involved in Rotary. They make no bones about it being a place to network, in addition to community service.
I have done well by doing good. I have picked up several million-dollar accounts (including an $18 million 401(k) plan) and made countless “connections” with CPAs and attorneys.
It has been rewarding and gratifying in so many ways. Many of the best friends I have in this world have come through Rotary. But putting first things first, we’ve now helped thirty children.
Here is a picture of a girl with a mended heart and a whole life ahead of her. The personal rewards for having made a difference in these kids’ lives is impossible to describe.
Thanks
Bill
