Ed Blumenthal is one of the principals of Stedmark Partners, a $1 Billion Gorilla team. They have done a tremendous job in relationship mapping. They have a billion dollars. They did relationship mapping. Maybe they know something you should know. Listen to Bill Good and Ed Blumenthal discuss Relationship Mapping, and how you too can expand your influence and network to grow your business.

Bill Good Marketing Strategy School Podcast

Relationship Mapping: Expand Your Influence and Network

There are many channels of prospecting, but one that every advisor should be aware of is mass mail. Mass mail is a powerful tool, because i?s the single best way to get your name in front of a large number of people in the shortest amount of time. Another reason mass mail works? Because it ensures that all your leads are truly interested leads. With mass mail, you dangle the bait, then watch as the truly hungry fish come to you. However, i?s not enough to just send out a piece of paper and wait. Ther?s a right way to do mass mail, and a wrong way. Tha?s why Tony Parmenter, our Executive Vice President of Production, and Matt Bailey, our Head Writer, demonstrate how to guarantee the former and avoid the latter in this special Strategy School.

Better Bait, More Fis?How to Improve Your Mass Mailings

In Part I, we outlined the first six months of a twelve-month strategy designed to help you generate more referrals. Now w?re back to finish the job. In Part II, w?ll show you: Marketing Consultants Matthew Bailey and Lexi Atkinson will show you: ? The final steps in the strategy and how each can generate more referrals ? How to implement the strategy with minimal time and effort ? The BGM System resources available that can help with referral marketing ? Every advisor can stand to receive more referrals. So whether yo?re a new Gorilla or an experienced one, this Strategy School will benefit you greatly!

Creating a Simple Strategy for Generating More Referrals, Part II

Referrals; you want?em. In many ways, the?re the best prospects you can possibly get. Strategy; you need it. One of the biggest reasons some advisors do?t get more referrals is because they do?t have a strategy to consistently generate them. During this Strategy School, Bill Good Marketing presents a simple strategy that you can implement both easily and gradually. Mathew Bailey and Sam Horne will show you: ? The steps in the strategy and how each can generate more referrals. ? How to implement the strategy with minimal time and effort. ? The BGM System resources available that can help with referral marketing. Every advisor can stand to receive more referrals. So whether yo?re a new Gorilla or an experienced one, this Strategy School will benefit you greatly!

Creating a Simple Strategy for Generating More Referrals

All advisors think they should be the one to manage your clien?s money. Yo?ve worked hard to establish a relationship with your clients; so why should?t you be the one to manage it? In this webinar, Tony Parmenter, Sr. VP of Production, and Stephanie Peterson, VP of Client Services, teach the five easy steps to uncover all of your clien?s investments and bring them under your management, get the sales that are going to other advisors, educate your clients on all the services you provide so they wo?t accidentally buy from your competitor, and use your regular reviews or tax prep meetings with to generate investment appointments.

Sell More, Work Less: How to Cross Sell in Five Easy Steps

The most impactful thing you can do for your business is to surround yourself with the right people. A good employee should improve your productivity and the overall mood in your office. However, their impact goes well beyond your office experience; it extends to your clien?s experience and their perception of you. In this webinar, Sam and Matt will show you how build the team to create the right office environment and the success you desire.

Surrounded by Success, Your Guide to Team Building

More often than not, when someone is looking for a critical piece of data, that data is found through one of our many reports. With that being said, reports are one of the least understood parts of our system. Tha?s where Mike Olsen, our VP of Consulting Services and Sam Horne, one of our very talented Success Coaches, come into the equation. Mike and Sam brought their nearly 25 years of combined Gorilla experience into a special Strategy School, Gorilla Reporting: How to Easily Retrieve Data from your Database. We hope you enjoy it!

Gorilla Reporting: How to Easily Retrieve Data from Your Database

Every Advisor wants to get introductions to people their wealthy clients know, but many believe i?s not possible. With the tools you have in the Gorilla Syste? you can propel your business to new heights simply by getting your best clients to introduce you to their family and friends. In this Strategy School, Tony Parmenter and Stephanie Peterson show you the five steps to increasing the amount of?best client? that work with you.

Relationship Mapping: How to Clone Your Best Clients in Five Easy Steps

Many football and soccer teams are coming together for end-of-summer training camp. Financial advisors have a special season coming up too: seminar season. While you can host seminars throughout the year, the last four months are when attendance really starts to pick up. Join Head Writer, Matthew Bailey, and Marketing Consultant, Sam Horne, as they demonstrate how to start putting on great educational events for clients and prospects and take your seminars to a championship-level!

Seminar Season Training Camp; How to Stage Championship-Level Events

Every one of us live and work in an area that is susceptible to some form of catastrophe. I?s because of this that BGM created the Disaster Planning Campaign. There are two main reasons this campaign exists; 1) to help you create a plan in case the worst happens in your area and 2) to help you get the details of your plan into the hands of your clients. In this recorded webinar Sam Horne and Tony Parmenter will explain how you can plan, prepare and grow your business using your disaster plan.

hubhopper

Bill Good Marketing Strategy School Podcast

hubhopper