Bill Good

About the Author

Bill Good

Bill Good is chairman of Bill Good Marketing. His Gorilla CRM System helps advisors double their production or work half as much; visit www.billgood.com. His seminar program, “No More Pies,” helps advisors manage ETF portfolios using technical analysis; see www.nomorepies.net. And his blog, financialadvisorsmarketing.net, has lots of useful information for advisors who need to beef up marketing. To preview Bill as a speaker, see his YouTube channel here: http://bit.ly/BillGoodSpeaker.

• APEX Award for Web Excellence Goes to ...

  By Bill Good  |  November 8, 2011

  The second-annual recognition goes to an advisor in Nevada who knows how to be found and look good.

• Building an Offensive & Defensive Strategic Plan

  By Bill Good  |  October 26, 2011

  In every downturn I've witnessed, advisors who did not have systems in place to raise new money participated in the hated income-reduction plan.

• 

  Blocking and Tackling

  By Bill Good  |  October 26, 2011

  Since my July piece in Research, I have been focusing on “best practices.” Any treatment of best practices must include “blocking and tackling” — a sports metaphor that is well-defined by marketing and innovation expert John Caddell as meaning “work that’s not glamorous but is important.” While there are several...

• The #1 Worst Practice: Getting Rid of Clients

  By Bill Good  |  October 18, 2011

  Here's what your peers think about the spooky advisor practice known as book pruning.

• Client Marketing: The Easy Way to Get Started

  By Bill Good  |  October 12, 2011

  Having a good marketing strategy is key to retention, as well as to present and future business.

• 8 Ways to Develop a Messaging Strategy

  By Bill Good  |  October 4, 2011

  To put it bluntly, you have to have a message strategy, and you must stay on message. Here's how.

• 

  Worst Practices

  By Bill Good  |  September 29, 2011

• 12 Steps to Near-Paperless Bliss: Part II

  By Bill Good  |  September 28, 2011

  Going (nearly) paperless in your office is not as daunting a task as it may seem.

• 12 Steps to Near-Paperless Bliss

  By Bill Good  |  September 20, 2011

  Digitizing paper files and routine processes is so valuable that it has to be at the top of advisors' lists on ways to be more productive.

• Lessons Learned in Crisis Management: Sept. 11

  By Bill Good  |  September 8, 2011

  How one financial advisor effectively shared his concerns and support with clients on this tragic day.