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

by Bill Good Marketing on February 3, 2015




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 their lives. If you want to grow your business organically, you need this tool.

Mastering this tool will help you:

Build and maintain a vibrant strategic partner network.

Brand yourself as family financial advisor so that when clients die, assets DO NOT FLY.

Get introduced to the high net worth people your client knows that you want to know.

A Practical Toolkit

This is not a theoretical webinar on relationship mapping.

Rather, it is a practical “how to” session. When I’m done, you will know what to do, how to do it and who should do it.

You will learn:

  • How and why to customize the relationship mapping RUF.
  • How and why to link your clients to the organizations to which they are affiliated.
  • How to map professional relationships.
  • How to map personal relationships.
  • How to map interests, hobbies and passions.

Most importantly, you will learn how to leverage this information to expand your network, retain assets when clients die and bring in new ideal clients.

Ed Blumenthal will be a special guest. Ed, his partner Mark Eskin, and their $1 billion team have done the best job with relationship mapping of any team I know. Don’t miss this chance to get your questions answered.

Friday, February 6th
12:00 Noon Eastern Time
Register Here

Who Should Attend?

This is a team event. Certainly the FA attends. You are finding relationships all day long.

Service Assistant—people drop comments about what they are doing and who they are doing it with. These data need to be captured.

Sales Assistant—your job is made so much easier if you get the right people to attend your events.

Computer Operator—when you correctly enter the data, the rest of the team can use it.

It’s a short agenda. Amazing results.

I do hope to see you on the webinar.

Bill Good,
Chairman of Bill Good Marketing

Your speaker for this webinar is Bill Good.

Bill is Chairman of Bill Good Marketing® . He was named one of the five top coaches by Wealth Management magazine, and he wrote the book on prospecting, “Hot Prospects.”He has personally given thousands of seminars, and has coached thousands of advisors through tens of thousands of seminars.You don’t want to miss this webinar.


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


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