The Diamond Podcast for Financial Advisors

The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster

Dec 26, 2024
In this discussion, Bill Good, a marketing pioneer in wealth management and founder of Bill Good Marketing, teams up with Frantz Widmaier, the company's CEO. They dive into the transformative power of marketing strategies for financial advisors, revealing how impactful content and effective referrals can skyrocket growth. The duo highlights the importance of personalized direct mail and innovative networking. They also emphasize maintaining strong client relationships through thoughtful communication during turbulent times, ensuring financial advisors stay relevant in an ever-evolving industry.
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ANECDOTE

Bill Good's Career Journey

  • Bill Good's career started in economics but shifted to writing for Barron's.
  • He transitioned to sales, managing 83 salespeople, where he developed the "cherries and pits" principle.
ANECDOTE

Origin of Bill Good Marketing

  • Bill Good Marketing originated from a mail merge solution in the 1980s.
  • A successful direct mail campaign for a broker led to the idea of a prospecting management system.
ADVICE

Bill Good Marketing's Value Proposition

  • Bill Good Marketing aims to double advisor production or halve their work hours.
  • This value proposition has remained consistent since the company's inception.
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