Seminar Success Zone
Impact: How Pending Reforms Could Drastically Alter the World as We Know It

If you want to know how Bill Good marketing can help you prepare your business for these changes, please call Jill Webster at 888.495.7303.


Webinars on Demand

Triple Double
Can you still double production? Can you do it twice? Even three times? In this webinar, you will learn the answers are "Yes," "Yes" and "Yes."

From $0 to $100 Million AUM in two years.
Seminars do work today. You can raise $100 M in 2 years. Let Joe Johnson and Bill Good tell you how.

Referrals Without Asking
Lee Davis joins Bill Good to explain how he gets over 80 "real referrals" a year without asking

Land Speed Record
Pay close attention as Bryan Sarff, Kal Dulku and Bill Good explore how one team launched a brand new business from a standing start. Complete this webinar and get copies of Bryan and Kal's seminar invitations.

To get all your questions answered

Call Jill Webster


Important note: These and other pages in our free marketing help section offer valuable marketing, and in some cases even survival strategies.

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In my October 2010 article, I promised you a spreadsheet to help evaluate client goodness. This spreadsheet tells you where to start in your quest to transition to fees. Given the SEC's mandate to "harmonize" the Registered Rep standard of suitability, and the RIA fiduciary standard, you need to get started with the transition. But since competition for clients will likely heat up, you need to pay close attention to a retention strategy.

If you have not read my September 2010 Research Magazine article, you need to understand the enormity of changes coming to the financial services industry. Click on the link and read it now. Pending financial services reforms could drastically alter the world as we know it. Print it, send it to your iPad® or read it online. It lays out the problem you, and every other financial advisor, will face in the next two years. (To get this spreadsheet in MS Excel 2003, click here).

If you are not now fee-based, you have two years. "Transition to Fee-Based Advisor" is a white paper that lays out a strategy to complete the transition without participating in the hated income reduction plan, or what one writer called an "income trough." This "trough" is the biggest barrier to making the transition. This white paper shows how to dodge that bullet. Set a goal to transition to a fee-based advisor within two years.

Even if you are already 100% fee-based, you can be sure that competition will heat up as hundreds of thousands of Reps crowd into the fee-based marketplace. As their income comes down, they will go looking over your backyard fence at your clients. Please download and read Client Retention Strategy—Solid Gold: The Client Retention Formula.

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Just Recorded!

Lou joined Bill for a recent on-line event. Log in to listen first-hand to the important changes they discussed.

Recommended Reading

New Fiduciary Standard to Meet Requirements of Financial Reform Bill. This is a standard of conduct released by the Foundation for Fiduciary Studies.

Goodbye 12b-1 Fees. Important article in Financial Planning.

SEC Aims to Dump 12b-1 Fees. See also the comments in this article in Financial Advisor Magazine.

Comments on SEC Rules Regarding Obligations of Brokers, Dealers and Financial Advisors. Hundreds of advisors have posted mostly negative comments against the regulations that will make advisors into fiduciaries.