Bill Good

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  How to Plan–and Live–Your Model Workday

  By Bill Good  |  December 22, 2011

  It's time to look at how important your time is and try some key time-management strategies to improve your practice.

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  The One Best Practice

  By Bill Good  |  December 14, 2011

  Being enthusiastic creates an immediate change in your sales results. As an added benefit, people’s reaction to your enthusiasm makes you feel better. It’s clearly win-win.

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  AdvisorOne, ActiFi Seek Advisor Input on What Works in Practice Management

  By James J. Green, AdvisorOne  |  December 1, 2011

  Comprehensive, objective survey of advisors and their partners will go where no studies—or consultants—have gone before.

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  Cold Calling: Three Ways to Open the Door

  By Bill Good  |  November 30, 2011

  You will get better results from prospecting with a product than a concept, and better results with a concept than a service.

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  Prospecting Strategy

  By Bill Good  |  November 23, 2011

  A recent survey by Cerulli showed that wirehouse BDs had about a 43% market share of retail asset management as of end-2010 — down from almost half the market in 2007. Naturally, other distribution channels were gaining, among them independent BDs and RIAs.

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  2011 Advisor Hall of Fame; Experts Assess 2012: December Research—Slideshow

  By Kenneth Silber, Research  |  November 22, 2011

  The December issue of Research magazine showcases the 2011 Advisor Hall of Fame. Now in its 21st year, this annual feature is a benchmark of excellence in the industry. Another highlight: the Research Roundtable looks ahead to 2012. This expert panel convenes annually to assess how market developments will play...

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  To Do’s and Don’ts of Soliciting Your Personal Network

  By Bill Good  |  November 15, 2011

  A “real friend” might brush a solicitation off and think no more about it, but too many solicitations to your “social connections” means you could earn a reputation you don’t want.

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  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.

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  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.

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  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...