Bill Good Marketing

BGM Wrapped is in… and the numbers may shock you…

This year, advisors like YOU trusted us to deliver content that drives REAL results:

📬 𝟮𝟮,𝟴𝟯𝟭 𝗟𝗲𝘁𝘁𝗲𝗿𝘀 downloaded to deepen client relationships.
📱 𝟱,𝟵𝟴𝟭 𝗦𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 𝗣𝗼𝘀𝘁𝘀 shared to grow your online presence.
📑 𝟱,𝟴𝟱𝟬 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 downloaded to save time and drive efficiency.

That’s 𝟯𝟰,𝟲𝟲𝟮 𝗿𝗲𝗮𝘀𝗼𝗻𝘀 why Bill Good Marketing remains the leading content company for financial advisors. 💪

For 45 years, we’ve built the industry’s largest content library – 𝗼𝘃𝗲𝗿 𝟰,𝟬𝟬𝟬 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 – designed to help advisors like you connect, grow, and succeed.

👉 Because your success is our mission.

Ready to make 2025 your best year yet?

Let’s create magic together and reach out to our team today! 🦍

Just a few days ago, we had an incredible webinar with Rob Messett, and now the recording is live!

If you’re serious about growth, you don’t want to miss Rob's insights.

𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻:

🔑 The Team That Makes Growth Effortless: It’s not just about adding people—it’s about adding value. Rob breaks down how he structured his team to ensure no detail or client falls through the cracks.

🌟 An Onboarding Process That Wows: Rob’s onboarding strategy turns new clients into raving fans by making them feel valued and cared for from day one.

💡 One Small Gesture with Big Impact: Discover the tiny tweak Rob made that generated a huge positive response and turned clients into advocates—effortlessly.

It’s all available on-demand!

Don’t miss this chance to catch the replay and apply Rob’s proven strategies to your business!

Watch the recording here:

No Pain, All Gain - Bill Good Marketing Discover how this financial advisor scaled his business by $160M without the usual growing pains. Watch the replay now!

What will happen to your legacy when you’re gone? 🤔

Imagine spending years building something meaningful. Brick by brick, client by client, you’ve created not just a business, but a community. A legacy of trust and guidance.

But what happens when it’s time for you to step back?

Succession planning is about more than an exit strategy. It’s about ensuring that what you’ve built continues to grow, serve, and care for the clients who’ve relied on you.

Yet, many financial advisors hesitate, unsure of where to begin.

But here’s the truth: Not having a plan isn’t just a personal risk—it’s a disservice to the clients who trust you.

Succession planning is about continuity, legacy, and care.

We’ve coached hundreds of advisors through this transition at Bill Good Marketing, and we know one thing: It’s not about stepping aside—it’s about passing the torch in a way that ensures your vision, your values, and your hard work live on.

So, what’s your plan?

Dive into our latest insights here:

4 Must-Know Steps for Financial Advisor Succession Planning Learn how to create a financial advisor succession plan to secure your legacy, ensure client trust, and smoothly transition your advisory business to the next generation.

We’re still smiling from the amazing time we had at last week.

It wasn’t just another conference for us—it felt like a big, happy reunion with old friends and a chance to meet some wonderful new faces.

Catching up with so many of you and sharing stories reminded us why we love what we do. It’s these kinds of moments that make all the difference, and we truly cherished every conversation, every smile, and every bit of laughter we shared.

Thank you to everyone who made it such a special experience. Your warmth and energy left a lasting impression on us, and we can’t wait until the next time we can get together, share more smiles, and keep this incredible journey going.

“𝑻𝒉𝒊𝒔 𝒄𝒐𝒏𝒇𝒆𝒓𝒆𝒏𝒄𝒆 𝒄𝒐𝒗𝒆𝒓𝒔 𝒂 𝒗𝒂𝒓𝒊𝒆𝒕𝒚 𝒐𝒇 𝒕𝒐𝒑𝒊𝒄𝒔 𝒐𝒇 𝒖𝒔𝒆 𝒕𝒐 𝒚𝒐𝒖𝒓 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒕𝒉𝒂𝒕 𝒘𝒊𝒍𝒍 𝒉𝒆𝒍𝒑 𝒚𝒐𝒖 𝒈𝒓𝒐𝒘 𝒂𝒏𝒅 𝒊𝒎𝒑𝒓𝒐𝒗𝒆, 𝒇𝒓𝒐𝒎 𝒕𝒆𝒄𝒉𝒏𝒐𝒍𝒐𝒈𝒚 𝒂𝒏𝒅 𝒑𝒓𝒐𝒄𝒆𝒔𝒔𝒆𝒔 𝒕𝒐 𝒈𝒓𝒐𝒘𝒕𝒉 𝒔𝒕𝒓𝒂𝒕𝒆𝒈𝒊𝒆𝒔, 𝒄𝒍𝒊𝒆𝒏𝒕 𝒓𝒆𝒕𝒆𝒏𝒕𝒊𝒐𝒏, 𝒂𝒏𝒅 𝒕𝒆𝒂𝒎 𝒃𝒖𝒊𝒍𝒅𝒊𝒏𝒈. 𝑰 𝒘𝒊𝒔𝒉 𝒘𝒆 𝒄𝒐𝒖𝒍𝒅 𝒂𝒍𝒍 (𝒎𝒚 𝒕𝒆𝒂𝒎) 𝒂𝒕𝒕𝒆𝒏𝒅 𝒕𝒐𝒈𝒆𝒕𝒉𝒆𝒓.” – 𝑲.𝑭. 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑨𝒅𝒗𝒊𝒔𝒐𝒓

Why not make that wish a reality?

Bring your team to AdvisorCon 2025 and dive into a comprehensive program designed to boost every aspect of your business. 📈

Whether you’re looking to innovate with the latest technology, streamline your processes, or strengthen your team dynamics, we’ve got something for everyone!

Join us in the vibrant city of San Juan for a chance to not only learn but also connect with like-minded professionals who are all on a journey to enhance their businesses.

🌟 Let’s grow together! 🌟

Don’t miss out on this opportunity to transform your business and create lasting connections.

🔗Learn more by visiting the link in the comments!

🌟𝗘𝘅𝗰𝗶𝘁𝗶𝗻𝗴 𝗔𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗺𝗲𝗻𝘁 𝗳𝗼𝗿 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝗖𝗼𝗻 𝟮𝟬𝟮𝟱!🌟

We are thrilled to reveal another set of speakers for our upcoming Advisor Conference in beautiful San Juan, Puerto Rico. Join us on January 23-24 for a chance to learn from the best in the business.

𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝗱 𝗦𝗽𝗲𝗮𝗸𝗲𝗿𝘀: 𝗗𝗮𝘃𝗶𝗱 𝗦𝗰𝗼𝘁𝘁 & 𝗡𝗶𝗰𝗵𝗼𝗹𝗮𝘀 𝗞𝗶𝗯𝗯𝗹𝗲 🦍

𝗧𝗼𝗽𝗶𝗰: Tweaks & Tune-Ups: Simple Adjustments for More Efficient Growth

David Scott and his partner, Nicholas Kibble, are located in the small city of Sault Ste. Marie in Michigan.

With a population of just over 13,000, the two don’t exactly have a gigantic prospecting pool to draw from. Nevertheless, they are currently seeing more success than ever before – and are now in the top 10% of all LPL Financial advisors in terms of production!

How are they doing it in such a small area?

By fine-tuning all their processes and marketing campaigns so that each is as efficient as possible.

In their presentation, David and Nick will show you the various areas they’ve fined-tuned, as well as the individual tweaks they’ve applied to increase efficiency.

They’ll reveal 👇 :

𝗛𝗼𝘄 𝘁𝗼 𝘀𝗲𝗴𝗺𝗲𝗻𝘁 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 – and customize communications for each segment – to increase client retention and capture more client assets.

𝗛𝗼𝘄 𝗗𝗮𝘃𝗶𝗱 𝗵𝗮𝘀 𝗯𝘂𝗶𝗹𝘁 𝘂𝗽 𝗮𝗻 𝗶𝗺𝗽𝗿𝗲𝘀𝘀𝗶𝘃𝗲 𝗖𝗢𝗜 𝗻𝗲𝘁𝘄𝗼𝗿𝗸 – especially for such a small area – to create high-yield, low-cost referral centers.

𝗛𝗼𝘄 𝗡𝗶𝗰𝗸 𝗵𝗮𝘀 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝗯𝗿𝗼𝘂𝗴𝗵𝘁 𝗶𝗻 𝗺𝗶𝗹𝗹𝗶𝗼𝗻𝘀 𝗶𝗻 𝗻𝗲𝘄 𝗮𝘀𝘀𝗲𝘁𝘀 from his many social connections…and what your social connections are really looking for.

𝗛𝗼𝘄 𝘁𝗼 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝘆𝗼𝘂𝗿 𝘀𝗼𝗰𝗶𝗮𝗹 𝗺𝗲𝗱𝗶𝗮 𝗽𝗿𝗲𝘀𝗲𝗻𝗰𝗲; a vital step if you are located in a small community.

𝗛𝗼𝘄 𝗗𝗮𝘃𝗶𝗱 𝗮𝗻𝗱 𝗡𝗶𝗰𝗸 𝗱𝗶𝘃𝗶𝗱𝗲 𝘁𝗵𝗲 𝘄𝗼𝗿𝗸𝗹𝗼𝗮𝗱 so they can focus on what yields the best results for them rather than try to focus on everything.

Often times, growing your business isn’t about burning the midnight oil or flinging a ton of money at a problem. It’s about finding which areas of your business can be tweaked in order to be more efficient. That’s what David and Nick will show you how to do at AdvisorCon 2025.

Our lineup includes other top performers who are redefining success with innovative methods in referrals, events, COIs, social media, and more.

Secure your spot today and prepare to scale new heights in your career.

🔗 Learn more about AdvisorCon - Link in the comments!