With Bill Good, Founder & Chairman and Frantz Widmaier, Chief Executive Officer, Bill Good Marketing

Overview

A free session on accelerating growth via marketing with one of the leading firms in the wealth management industry. They offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and much more.

Listen in…

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

About this episode…

Marketing touches all aspects of what a firm says, how daily business is conducted, how clients are retained, and how prospects are attracted.

It’s an essential practice that, when done strategically and thoughtfully, can be the biggest game-changer for every advisor’s practice.

And when it comes to marketing in the wealth management industry, Bill Good is one of the top names in the space.

As the founder of Bill Good Marketing, Bill and his team focused on not just the messaging but also the delivery and processes around client acquisition and retention, as well as practice management—because messaging is only one piece of the puzzle for a successful wealth management business. Advisors and firms also need solid processes in place to run effectively and optimally serve clients.

Bill and his firm’s CEO, Frantz Widmaier, join Mindy Diamond to share salient tips, including:

The value of content—and how there’s great power hidden in your written, spoken, and video messaging.
Video best practices—and why mindset is the most important investment of your time and effort.
Revolutionizing the referral process—and how you can adapt your own processes to leverage partners.
Avoiding the “strategic one-way street”—and how to build real strategic relationships united for the benefit of the client.
The proper use of a customer relationship management (CRM) tool—and how the connection with marketing is often the secret sauce to success.
Key principles around time management—and how it surprisingly impacts all aspects of marketing and the client engagement processes.
The efficacy of technology and AI—and why they are not replacements for advisors but enablers for growth.

This episode will get you thinking about the new year and beyond. You’ll walk away with valuable tips and advice on accelerating growth from an industry legend—action items you can start on today.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

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Bill Good
Chairman

Bill Good is the Chairman of Bill Good Marketing, Inc. With a career spanning decades, Bill has revolutionized financial advisory practices through the Bill Good Marketing System, a marketing system based on best practices. He has written two influential books, Prospecting Your Way to Sales Success and Hot Prospects, both of which are in print from Simon & Schuster. He has delivered thousands of seminars and has written 392 articles in major industry trade magazines.

Beyond his professional achievements, Bill is an avid reader and a passionate photographer. He enjoys walking his Shih Tzu, Pepper, and has been happily married to his wife Joava for 51 years.

Frantz Widmaier
CEO

Frantz Widmaier is a dynamic leader with a rich background in marketing, technology, business strategy and operations. Currently the CEO of Bill Good Marketing, Widmaier has been with the company since 2017, initially serving as Chief Operating Officer and then transitioning to CEO in 2021. He has been instrumental in driving the company’s technological innovation, aligning its growth, evolving its culture, and building a strong executive body so that the business can continue to serve the evolving needs of financial advisors. Under his leadership, Bill Good Marketing continues to build on its legacy of helping financial advisors grow their businesses through cutting-edge marketing and retention strategies.

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