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Gorilla® of the Month Overview
Name	Firm	Business Type	Prospecting Method	Blurb	Gorilla of the Month	Single or Partners	Gorilla Date	City
Dave Brennan	Wealth Management Group	Retirement Planning	The Mother Camp. and Focus Group Seminars	I think the short, sweet, to-the-point answer is go out to Utah and test drive the System. Go through the training, pony up, and if you're really serious about being able to take the time to be able to enjoy the things in life you enjoy doing without having to work yourself to death, jump on the System.	June 2001	Single	September 1999	Fort Worth, TX
Sean Lewis, Brian McMillan	CIBC World Markets Inc.	Financial & Estate Planning	Seminars, direct mail and cold calling	We're there to be the quarterback and take care of them when they want to come out of that investment and stop riding the ups and downs and level out their life and retire.	May 2001	Partners	June 1997	Dallas, TX
Mark Erskine, Tom Sweeney	Raymon James Financial Svcs	Transitioning to Fee-based	Phone/Mail campaign for seminars	Even without name recognition, we're bringing the numbers in. We just took the attitude that we're going to make it happen. There are certainly people out there that need the advice and counsel of a professional; we've just got to convince them of it sometimes.	April 2001	Partners	October 1994	Santa Barbara, CA
Wayne Von Borstel	Oregon Trail Financial Svcs	Non transactional fee-based	Seminars	It's the fact that I enjoy the practice and I work a little bit less. I can now give my clients at least 50% better value. Not only because of the Bill Good Marketing SystemŽ, but what the System forced me to do.	March 2001	Single	December 1999	The Dalles, OR
Mike Woloshin	Fahnstock & Co	Managed Money	Elliott Campaign and Seminars	I really focus on the Elliott Camp. with a phone call . We asked people through the power of cold calling, if they'd like to get information that's free and timely, and to correct their phone number and address. We would follow it up with the promised information and basic letter.	February 2001	Single	December 1996	Jenkintown, PA
Bob Cable	ScotiaMcLeod	Financial Planning	Direct mail and Seminars	It's overseeing the group, managing our investments programs, writing some marketing pieces, doing research, being creative, things like that. I try to remove myself from the day-to-day operation of the business and have a great team in place to run it, whether I'm there or not.	Gorilla of the year 2000	Single	August 1989	Mississauga, ON
Rocky Montgomery	Investors Capital Group	Transactional	Direct Mail Campaigns, trying seminars, too.	What I do is this; when a person comes in here I tell them the reason I opened this business 10 years ago was I wanted to have a place where people could come in for an honest, unbiased opinion about their financial position.	December 2000	Single	November 1998	Alcoa, TN
Bill Good	Bill Good Marketing				November 2000
Russ Smith	RAS Financial	Financial Planning	Referrals & Seminars	The 110% Gorilla Chart has proven to make his business grow and become more effective.	September 2000	Single	September 1998	Canyon Lake, CA
Mark Johnson	Merrill Lynch	Asset Gathering	Referrals	Efficiency and delegation have made him much more effictive at his business which, in turn, has helped him have the time to grow his business.	August 2000	Single	December 1988	Greensboro, NC
Walter Kelly & Tom Hine	Kelly Financial Services Group	Asset Gathering	Seminars	Since implementing the System they have gained momentum by implementing 90 DNC and adding good marketing practices that have built more lasting relationships.	June 2000	Partners	January 1999	Wethersfield, CT
David Ambrico	First Union Securities	Fee-Based Managed Money	Seminars	Because he didn't re-invent the wheel, he let the Sytem work for him. He has grown his business through better relationships.	May 2000	Single	November 1997	Dallas, TX
Lloyd Painter	HD Vest	Financial Planning	Referrals	Word of mouth has created an increase in business as well as increase in good client relationships which, in turn, has lead to an increase in assets under management.	Apr. 2000	Single	Fall 1996	Greensville, KY
Scott Mahoney	Merrill Lynch	Asset Gathering	Seminars	Scott's business has grown thanks to the implementation of his model day - 8 hours of appointments.	Mar. 2000	Single	May 1998	Wayne, NJ
Jim Wilson	Prudential Securities	Asset Gathering	Seminars and referrals	"Just running the System" brought a tripling of his production to this User who says, "business exploded" when he hired a Sales Assistant.	Feb. 2000	Single	Jul. 1997	Little Rock, AR
Elizabeth Howarth	Morgan Stanley	Managed Money	Elliott campaign, referrals, and Roaring 2000's Seminars	She began the business at age 48 and became a Gorilla user at $125,000 annual production. Since then this former college professor has quadrupled her business in 4 years and plans to hit $1 million.	Jan. 2000	Single	Oct. 1998	Tampa, FL
Tony Prudhomme	Salomon Smith Barney	Asset Gathering	Seminars	This Gorilla has made a perfect transition from transactional to fee-based business while taking more time off than ever before.	Dec. 1999	Partners	Jul. 1995	Charlotte, NC
Don Earles	Don Earles Financial Services	CPA/Financial Planning	Transitioning tax and insurance clients. Elliott campaign	This full-fledged CPA is finding new life as he uses the System to break into the securities industry at a phenomenal pace - he tripled his business in his first year as a Gorilla.	Nov. 1999	Single	Oct. 1998	Crowley, LA
George Cerwin	GFC Financial Management	Financial Planning	Seminars and client marketing (Cerwin Sequence)	After 20 years in the business, this industry veteran got serious, bought the system, and made a noticeable increase in his production.	Oct. 1999	Single	May 1998	Clearwater, FL
Tim Dijak	Hilliard Lyons	Financial Planning	Roaring 2000's seminars and Elliott campaign	After delegating non-sales activities and getting a Boot-Camp trained sales assistant, this broker at a regional firm doubled his business.	Sep. 1999	Single	Jun. 1995	Midland, MI
Ann Everson Maree	Prudential Securities	Financial Planning	Client marketing and referrals	This Gorilla has found asking for the muh-ney to be very profitable in growing her business.	Aug. 1999	Single	Oct. 1998	Wyomissing, PA
Jim Rulison	Sage Rutty & Co.	Financial Planning	Roaring 2000's seminars, Dalbar, and other advertising	On his way to $2 million annual production, this small-firm Gorilla increased his production 10-fold in his first 6 years on the System.	Jul. 1999	Single	Aug. 1993	Canadaigua, NY
Tom Mullooly	Morgan Stanley	Traditional transitioning to fee-based business	Client marketing and referrals	As a new user, Tom was able to use the System to his advantage on the day he started - he also knows why you never give up a client.	Jun. 1999	Single	Dec. 1998	Manasquan, NJ
Doug Carl	A.G. Edwards & Sons	Asset Gathering	Elliott campaign, seminars, and referrals	An ex-CPA, Doug became a million-dollar producer using the classic Gorilla team structure.	May 1999	Single	Aug. 1993	Salem, OR
Ray Winke	R&D Financial Services	Financial Planning	Referrals	Ray generates 90% of his new business from unsolicited referrals thanks to his client retention formula.	Apr. 1999	Partners	Jun. 1993	Troy, MI
Mike Walding	Kirkpatrick Pettis Smith	Traditional transitioning to financial planning	Client marketing and Elliott campaign	Considering himself a 'traditional broker', Mike has been able to more effectively manage his clients and make the transition into financial planning without a hitch.	Mar. 1999	Single	Apr. 1997	Omaha, NE
John Posey	Morgan Stanley	Asset Gathering	Seminars and Mail/Phone	This national-firm Gorilla took his business from $300,000 to $900,000.	Feb. 1999	Single	Apr. 1996	St. Petersburg, FL
Jeff Johnson	Salomon Smith Barney	Financial Planning	Elliott Campaign and seminars	Known as "one of the greatest prospectors ever," Jeff was named 1998's Gorilla of the Year for his outstanding achievements.	Jan. 1999	Single	Oct. 1987	Lincoln, NE