No More Pies!


Many Investors lost
50% of their equity assets.

If it happens again, what happens to you?
What can you do now?

Don’t Miss Out … AGAIN!

I’m sending you this message because you have not yet attended “No More Pies!” Possibly, you have delegated our newsletters and emails to staff. For technical matters, fine, no problem. For matters of your business survival, it’s a big problem.

To find out about No More Pies!, I urge you to attend our next conference call:

If it happens again, what happens to you?

Wednesday
Sept 10th
12:15 PM ET
Click here to register.
Thursday
Sept 11th
2:00 PM ET
Click here to register.

What is “No More Pies!?”

It is no more mutual fund pie charts, no more “sit and take it,” and no more apologies.

It is totally intended to help you be in the right investments in the right sectors while the sun shines, and sit out the storms.

1) It is concentrated instruction on the Dorsey Wright® and TC 2000® risk management tool kit.
 Your instructors are Jack Reutemann and Danny Harbison. They are going to teach you when to be offensive, and when to move to defense. You will learn why “when and where to buy” is more important than what to buy. For the first time in your business life, you will see how to develop your own sell-side discipline.
Why on earth did I do this? I’m a marketer, not a financial advisor, right? Well, for whatever reason, I saw as clearly as I have ever seen anything in my life, that when the black swan flies again, your clients’ assets are destroyed again, and your goose is cooked. Three times is not the charm

2) It is concentrated instruction using the DWA and TC 2000 tools to analyze a portfolio,
 and then present your analysis to a client, especially if you were the one that lost 40–50% of his or her assets last time this happened.

3) It is concentrated instruction on presenting risk management concepts to clients who have too long sipped fatal drafts of modern portfolio theory Kool-Aid®You will learn how to tell your clients, “We’re changing horses.” You will learn how to design an ETF portfolio so you can protect your client assets with stop losses. You will learn how to manage ETF portion, AND continue to raise money, AND still have a life.

That describes your instructor, Jack Reutemann, long-time devotee of active management and a five-year veteran of DWA risk management.

Our special guest for the conference call is Jason Roberts, an FA with one of the national firms. In his presentation, Jason will give examples of how clients react when he explains his investment strategy and the steps he takes to protect their equity in a bear market. One response he frequently hears is “That’s what I expect.”Jason attended our very first No More Pies! in June 2009. When he showed up for class in June 2009, he took a chance on a new venture. You won’t be taking that chance. After 25 classes of satisfied graduates, you can walk the path Jason and the other early adopters blazed.

Announcing: “No More Pies!”
October 24-25, 2014
Embassy Suites at BWI Airport
Linthicum, MD

A “No Apology” Approach to Investing


To Find Out More, Attend One of These Webinars

Wednesday
Sept 10th
12:15 PM ET
Click here to register.
Thursday
Sept 11th
2:00 PM ET
Click here to register.

You can ask Jack or Danny your questions directly.

“The 2008 massacre, which saw ostensibly uncorrelated asset classes–except Treasury bills–dive into the shallow end of the pool simultaneously, signals the end of an era …”

Barron’s® February 16, 2009

 


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

 

 

{ Comments on this entry are closed }

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

by Bill Good Marketing on August 19, 2014

 

 


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


Attend Bill Good’s Continuing Marketing Educational Webinar
Land Speed Record: From $0 to $28 Million AUM in 12 Months
Thursday, August 21st, 2:00 PM ET
Register Here
For Bryan Sarff and Kal Dulku, this empty road was how life looked on July 10, 2013.

They were taking a huge chance.

Bryan was a moderately successful advisor, much better as an FA than a prospector.

Kal was a great prospector, not an FA. He had never analyzed a portfolio. Didn’t want to.

They formed a 50-50 partnership, invested in a great office, a complete team. Everything was ready. Would 1+1=3?

They formally opened July 11th. From that day to this, you could, and can hear the screech as they set a land speed record in this industry.

Before they officially opened as a partnership, Bryan had brought about $4 million AUM and 15 clients to the table.

A year later, they were a bit over $28 million, had 105 clients and had produced $223K. 54% fee and 46% commission. Forecast for the second 12 months: $500K.

I have been a coach in this industry a long time. I do not know anyone or any team who is off to this quick a start.

Register here to learn how they did it. Thursday, Aug 21st, 2:00 PM ET

Who should attend?

• Any FA or team who wants to make a quantum leap.
• Any FA or team willing to take risks.
• Anyone who needs to start over in a new area.

You will learn:

How they work together. What does Kal do as a Sales Assistant that entitles him to a 50% share of the business?

Seminar strategy. Let’s call it the “Half Millionaire Next Door.” You will learn how one highly successful seminar had a meal cost of only $350.

Client referral strategy. Even though they could not rely on organic growth from the start, they immediately implemented a referral strategy. In that first year, this produced 48 client referrals.

Strategic Partner Strategy. In Year 1, they also began building strategic partners. That produced 20 new HH.

The Upshot: Their plan for year 2: $500K. That would be a one-year double.

Still thinking about it? Time conflict? You will learn some things that could change your business life. So quit thinking. Register now.

Attend Bill Good’s Continuing Marketing Educational Webinar
Land Speed Record: From $0 to $28 Million AUM in 12 Months
Thursday, August 21st, 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

{ Comments on this entry are closed }

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 […]

Read the full article →

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 […]

Read the full article →

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 […]

Read the full article →

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 … […]

Read the full article →

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 […]

Read the full article →

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 […]

Read the full article →

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 →