No More Pies!

by Bill Good Marketing on July 3, 2014

In the last 15 years, your clients have lost 50% of their assets, twice.
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 … if it happens again?How will your clients feel when it happens again? How will you feel? Do you have a strategy?Even five years after the market turned around, do you find it difficult to open new accounts? Could it be people remember 2007-2009 and they don’t want to go there again?

If you are even a little bit concerned about what happens to your client assets (and to your business) you need to attend our conference call on the 8th of July at 4:15 p.m. ET.

You will learn:

• Enough about technical analysis to understand how it can protect your clients’ assets and your business from Bear Market #17. Soon or later ….

• How to explain your new “keep what you’ve got” investment strategy to your clients.

• Whether you should attend our next No More Pies!® seminar.

Click here to register.

No More Pies!

What is No More Pies!? At the end of 2008, Bill Good found a small number of his clients who had not gotten slaughtered in the market. Most were up a point or two, some down a point or two. But not like most people down 37%, 42% or 55%. The ones who were up were all using “point and figure charting” to protect client assets. No More Pies! means … no more buy and hold pie charts or asset allocations where you sell your winner and keep your losers.

So it began …

Bill decided to protect his business and at the same time he needed to help you protect yours.

By June 2009, he had partnered with two of the best practitioners of point and figure charting. No More Pies! 1 was launched.

At the very first class, on the night of Day 1, one participant stayed up late and changed 73 positions he held. This is not a thinking class, it is doing class.

One of the instructors was Jack Reutemann. Because of superior investment performance and great teaching skill, Jack is Bill’s partner in No More Pies. Recently we have partnered with one of Jack’s chief analysts, Danny Harbison.

On July 8, join Bill, Jack Reutemann, Danny Harbison, and a very special guest, Jason Roberts.

Tuesday, July 8 at 4:15 p.m. ET

Click here to register.

Jack is a veteran financial advisor. He is a long time point and figure master and has a billion dollar practice. He has had frequent spots on CNBC® and Fox News® talking about his views of the current market conditions in the heart of the country, Washington DC. He is the senior instructor and Bill’s partner in No More Pies!.

Danny is the Senior Investment Strategist for RFS and is a member of the firm’s investment committee. He is responsible for analyzing and interpreting market conditions and developing investment strategies to assist clients in meeting their long term goals. Since his start with RFS in 2009, Danny has developed strategies instrumental in the CEO’s implementation of RFS’s investment policies. A graduate of James Madison University in Virginia, Danny earned his baccalaureate degree in Finance.

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.

You owe it to yourself and your clients’: See if “No More Pies!” offers a better way to manage client assets and develop new clients.

Bill Good Marketing
Bill Good Marketing
867 East 9400 South Sandy, UT 84094
Phone: (800) 678-1480
ext 1298
Fax: (801) 572-1496

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