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Latest episodes from Bill Good Marketing Strategy School Podcast

Relationship Mapping: Expand Your Influence and Network

Play Episode Listen Later Feb 6, 2015


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.

Better Bait, More Fish

Play Episode Listen Later Apr 25, 2014


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 it

Creating a Simple Strategy for Generating More Referrals, Part II

Play Episode Listen Later Mar 21, 2014


In Part I, we outlined the first six months of a twelve-month strategy designed to help you generate more referrals. Now we

Creating a Simple Strategy for Generating More Referrals

Play Episode Listen Later Feb 21, 2014


Referrals; you want

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

Play Episode Listen Later Jan 31, 2014


All advisors think they should be the one to manage your client

work less cross sell five easy steps
Surrounded by Success, Your Guide to Team Building

Play Episode Listen Later Nov 15, 2013


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 client

Gorilla Reporting: How to Easily Retrieve Data from Your Database

Play Episode Listen Later Oct 11, 2013


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. That

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

Play Episode Listen Later Sep 13, 2013


Every Advisor wants to get introductions to people their wealthy clients know, but many believe it

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

Play Episode Listen Later Aug 16, 2013


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!

Up a Creek with a Paddle; A Guide to Disaster Planning

Play Episode Listen Later Jul 19, 2013


Every one of us live and work in an area that is susceptible to some form of catastrophe. It

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