Bill Good

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  10 Seminar Secrets

  By Bill Good  |  April 29, 2013

  Seminar marketing is fraught with peril. Many have failed in an attempt to make it work. However, for those who get it right, the results can be explosive.

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  Merrill Reinvents Training; Clearing Firms Get Social: April Research—Slideshow

  By Editorial Staff  |  April 1, 2013

  The cover story of the April issue of Research takes an in-depth look at Merrill Lynch Wealth Management's revamped training program. A feature article examines the clearing industry's efforts to move beyond its traditional transaction focus.

• Your Optimum Day

  By Bill Good  |  April 1, 2013

  To create an optimum day, I guess we better define one.

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  How to Improve the FA Business Plan

  By Bill Good  |  February 22, 2013

  If your plan--in paper or just in your head--“needs some improvement,” or worse, stick with me. I’ll show you how to improve your planning process.

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  Client Views: Fear and Loathing in the Reception Room

  By Gil Weinreich, AdvisorOne  |  January 25, 2013

  If it’s true that you never get a second chance to make a first impression, advisors should give at least as much thought to their receptionist and the reception area as to retirement income or portfolio rebalancing.

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  Seeking Advisors’ Real Value; Generating High-Tech Leads: February Research—Slideshow

  By Editorial Staff  |  January 23, 2013

  The February issue of Research magazine takes an in-depth look at what value financial advisors actually provide to their clients. Ellen Uzelac's feature article "Here's Your Lead Generation Machine" probes how technology is providing new ways to find and engage prospective clients. "A Broker Who Broke Bad" offers the story,...

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  Three Steps to Starting a Retirement-Plan Advice Practice

  By Ric Lager  |  November 21, 2012

  Each of the three classic prospecting steps I followed can be replicated by any other advisor.

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  Making It to Hall of Fame; Assessing Year Ahead; Following the Dumb Money: December Research—Slideshow

  By Editorial Staff  |  November 21, 2012

  The December issue of Research features the magazine's 22nd annual Advisor Hall of Fame, a benchmark of industry excellence. The annual Research Roundtable also appears in the December issue, as our expert panel looks ahead to the financial and economic outlook for 2013.

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  2012 Advisor Hall of Fame

  By Ellen Uzelac  |  November 21, 2012

  Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.

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  New Retirement Pros; Clients’ Brains; Bill Good’s Cold Call Rewrite: November Research—Slideshow

  By Editorial Staff  |  October 25, 2012

  The November cover story of Research magazine, "The New Retirement Pro," focuses on how to thrive in the growing and highly competitive field of retirement income advice. And Bill Good’s column called "Cold Call Rewrite," he recasts cold call scripts advisors have used.