Marketing touches all aspects of what a firm says, how daily business is conducted, how clients are retained, and how prospects are attracted.
It’s an essential practice that, when done strategically and thoughtfully, can be the biggest game-changer for every advisor’s practice.
And when it comes to marketing in the wealth management industry, Bill Good is one of the top names in the space.
As the founder of Bill Good Marketing, Bill and his team focused on not just the messaging but also the delivery and processes around client acquisition and retention, as well as practice management—because messaging is only one piece of the puzzle for a successful wealth management business. Advisors and firms also need solid processes in place to run effectively and optimally serve clients.
Bill and his firm’s CEO, Frantz Widmaier, join Mindy Diamond to share salient tips, including:
- The value of content—and how there’s great power hidden in your written, spoken, and video messaging.
- Video best practices—and why mindset is the most important investment of your time and effort.
- Revolutionizing the referral process—and how you can adapt your own processes to leverage partners.
- Avoiding the “strategic one-way street”—and how to build real strategic relationships united for the benefit of the client.
- The proper use of a customer relationship management (CRM) tool—and how the connection with marketing is often the secret sauce to success.
- Key principles around time management—and how it surprisingly impacts all aspects of marketing and the client engagement processes.
- The efficacy of technology and AI—and why they are not replacements for advisors but enablers for growth.
This episode will get you thinking about the new year and beyond. You’ll walk away with valuable tips and advice on accelerating growth from an industry legend—action items you can start on today.
Download a transcript of this episode…
