Bill Good

I am the Chairman of Bill Good Marketing. Our entire focus is designing and implementing systems to enable sales people to have the time and money to pursue the important things in life. Our base is in the financial planning and wealth management industries in the United States and Canada. Our ideal client is someone who has survived a few years in the industry, most likely over 100 clients and has the financial capability to invest in his or her business. Most importantly, he or she understands the vital necessity of building or getting on a team.

I write a monthly feature for Research Magazine and almost always have a piece in the "Most Read Articles" section.

I have written two books on prospecting, most recently "Hot Prospects."

• NMP Project

  Team Members: Bill Good, Jill Olsen, Jack Reutemann

  We are committed to helping financial advisors protect clients' assets. The investment strategies taught in our "No More Pies" seminar do just that.

1. Writing
2. Public speaking
3. Prospecting
4. Client Retention
5. Team Management
6. Business Process
7. Customer Relations

• Induce Referrals

  • Advisor One
  • February 1, 2011
  Authors: Bill Good

  Makes my best case that NO SALES PROFESSIONAL should ever ask for referrals. They can, however, be induced.

• Ten Mistakes in Team Building

  • Research Magazine
  • July 30, 2011
  Authors: Bill Good

  I have been involved helping build at least 5000 sales support teams. These 10 mistakes are the ones most likely to render your support team ineffective or gone.

• How to Turn Best Practices Into Success

  • AdvisorOne
  • August 16, 2011
  Authors: Bill Good

  Introduces my new blog on the AdvisorOne website. The focus is on: best practices.

• Worst Practices

  • Research Magazine
  • October 1, 2011
  Authors: Bill Good

  This is supposed to be an article about “best practices.” However, given the fact that there is not a whole lot of prospecting going on, I’m going to focus here on “worst practices.” Those abound.
  I want to begin this tale of woe with two anecdotes.

• Bullet Proofing: You Need Two Lines of Defense Against Bad-Apple Clients

  • Research Magazine
  • February 24, 2012
  Authors: Bill Good

  From time to time, I see ads on TV from attorneys advising people who may have experienced investment losses that suing their financial advisor may be a solution. This articles offers two lines of defense.

• Time Management: The Key to Boosting Revenue

  • Research Magazine
  • February 1, 2012
  Authors: Bill Good

  The Model Day is a key time management tool, but as this article shows, setting it for the next highest production level is key to growing a financial services practice.

• The Very Best

  • Consider these key lessons from my Best Practices survey
  • January 1, 2012
  Authors: Bill Good

  Presents surprising data on how firm type, team structure and size of clientele affect financial success as a financial advisor.

Websites:

• Bill Good Marketing
• Hot Prospects-my book website
• Financial Advisors Marketing

Interests:

photography, producing slide shows, reading, restoring old photographs, gadgets

Groups and Associations:

Draper Chamber of Commerce

• 
  Financial Services Career Center™
• 
  General Securities Principal (Series 24) Network
• 
  Gorilla CRM - Bill Good Users Group
• 
  Pareto Systems
• 
  Reps. looking to increase A.U.M., G.D.C., and high net-worth clients.
• 
  Sandy Area Chamber of Commerce
• 
  Social Media Marketing for Financial Services
• 
  Succession Planning for Financial Advisors

Honors and Awards:

Business of the Year, Draper UT Chamber of Commerce