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$500,000 to 3 Million in 4 years "Do exactly what he says, when he tells you to do it." - Jack ReutemannFind out about this powerful system. Audio Player should be here
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Real Referrals: Why you MUST NOT ask for referrals.Download Referral Marketing for Financial Advisors. |
Free Two Year Marketing Plan Tell us about your business. We’ll tell you what it would take to double it.Provide info here |
Financial Advisor Marketing
How a System Makes Marketing Happen
That's what you want. You want financial advisor marketing, not washing machine marketing, not automobile marketing, but marketing for financial advisors, financial planners and wealth managers.
You need a system. The old methods just don't work.
You need a real, workable, tried, and tested …
Financial Advisor Marketing Plan
What would it look like?
Start with a goal. Our goal is: double production or work half as much in two to three years.
You would need client marketing. We know from experience that you will get half of that “double” from clients on the books when you launch our system. Most of the 400 letters and emails that you receive when you launch are client focused.
You would need prospecting. Very few FAs can hit a double without some serious prospecting. We have developed five relationship marketing strategies and three mass marketing strategies. You start with relationship marketing. As necessary, add mass marketing.
You would need a team. We proved, 25 years ago: no one makes it to high six or seven figures without a team. There's too much work to do. We know the exact steps necessary to build a team. Executed “The Good Way,” team building is financed through early system profit.
You would need a program—specifically designed for client marketing, prospecting, and office management. There are several programs out there called CRMs—Customer Relationship Management programs. But they are not designed for marketing. They really are contact manager programs, sort of like the old card file box gone electronic. Try to send a letter from a web-based CRM. Trying to manage a financial services business with Outlook is like trying to power a Porsche with a lawnmower engine.
Interested to find out if our marketing system might be a fit for your business?
Call us at 888-495-7303. Ask for Jill Webster.
The end result: You have a real marketing system with a defined, achievable goal: double production or work half as much within two to three years.
Bill Good Presents...
A guided tour of the Gorilla CRM system and the major enhancements in the 4.0 release.
Free Marketing Help for
Financial Advisors
Free help on team building, prospecting, referrals and much much more.
Making it Better
One reason the Gorilla system has survived since its introduction in 1986 is we follow a policy of make it better every week.
Since we are a computer-based system, some of the upgrades are to software. Why do we do these? To help you realize the promise of Gorilla: Double revenue or work half as much.
But we also add new letters to our Letters Library®, generally two to three each week. We also added 13 new business development procedures.
We added 140 new articles to our knowledgebase.
We completed 23 Strategy Schools (BGM Radio Broadcasts) to keep our clients abreast of the latest marketing, prospecting, sales, and office management know-how.
And much, much, more.