CLIENT SUCCESSES

TABLE OF CONTENTS

BILL GOOD MARKETING 2

THE SYSTEM 3

CLIENT MARKETING 11

PROSPECTING 15

OUR LETTERS 21

HERE’S WHAT YOU NEED TO DO 28

1

BILL GOOD MARKETING

Helping Advisors Double Production or Work Half as Much!

For forty years, Bill Good Marketing has helped advisors double their

production or work half as much. We do that through our famous Marketing

System, which enables advisors to improve their client marketing, boost

their prospecting, and simplify their practice.

For forty years, we have helped advisors survive and thrive across multiple

recessions, bear markets, and seismic changes to the industry. How have

we done this? We never stop improving and adding to our System in order

to the meet the needs of our clients.

Just ONE principle I learned from Bill Good

led directly too a BILLION-DOLLAR account

M.R.

This book contains just a few of the many successes our clients have enjoyed in all these areas over the past few years. Our clients originated these stories by either emailing them to us, or relaying them to their personal coach here at Bill Good Marketing.

As you read through these stories, ask yourself: “Do I want to emulate what the best FAs are doing? Do I want to enjoy the same type of successes they are?”

Most importantly, ask yourself:

“Do I want to double my production, or work half as much?”

Whatever your answer, the System can help you do it.

We have many client advocates. If you would like to speak with one of our

clients, please contact

Jill Wright at 888-495-7303 2

THE SYSTEM

What is the System? It’s four hundred best practices, implemented by

some of the most successful advisors in the industry. It’s over four thousand

marketing letters, campaigns, and strategies.

It’s the steps, content, practices and procedures you need to reach your own

business goals.

From client marketing strategies to prospecting campaigns to help with

practice management, our System has everything you need to double your

production and work half as much.

I am closing in on my first double and should have it nailed

this year. I started with the Bill Good Marketing System at

$35 million in assets and now am managing $62 million!

P. L. – Manitoba

I bought Bill’s book, “Prospecting Your Way to Sales

Success” at the beginning of my career, became a System

User about 2 years later, and never looked back. I’ve been

consistently impressed with every interaction I’ve had with

you as a company. I’ve seen others have success with the

Bill Good System, and I’ve experienced success with the

System, and I truly believe that you guys are the best marketers in the financial industry.

D.G. – Utah

2 3

Dear Bill,

I’ve been on the System for over 20 years, and we

still open accounts from prospects that have been in

our database for over 10 years. When I started, I had

under $30 million and production was under $300K.

Now, my partner Walter and I have $110 million

and production is over $1 million. We have been

through three firm changes and two terrible bear

markets, and things keep on chugging.

In fact, I first went to work at my firm in 1998. Ten

years later to the day, I went into my manager’s office

and told him that the S&P was lower than the day I

started there, but my business had nearly tripled.

Partnering with you and your organization was one

of the best decisions I ever made.

J.M. – New Hampshire

4

Dear Bill,

I wanted you to know that in late

October, we officially surpassed $1

billion in assets for Stedmark Partners.

It is also at least the third year in a

row that we have grown production

in excess of 20%. We are approaching

6,000,000. I began using your System

in 2002 with about $570,000 gross.

Much of the success is due to you and

your System. Thank you very much.

E.B. – Pennsylvania

4 5

Bill Good Marketing® Congratulates Our Clients Mark Eskin and Ed Blumenthal

Donna Hamilton, Elizabeth Hines, Mark Eskin, Gretchen Zierolf, Edward Blumenthal, Christopher Borden. Devin Lancit, Tricia Lombardo (seated)

Bill GoodChairmanBill Good Marketing#1 in Marketing Systems

Barron’s® recognized you with its 2014 Top 1200 Financial Advisors Award.Financial Times has also recognized you as one of their FT 400 Financial Advisors.

1 Billion in Client Assets

This last is a milestone only awarded by the people that matter most; the many families you care for, the many you have helped.

You have remained true to your code by providing:

� Prudent investment management � Comprehensive financial planning � Sophisticated portfolio design, implementation, and oversight � Retirement income planning � Active participation in your clients’ lives and communities.

We congratulate you. We have enjoyed watching you grow and, as needed, lending a hand.

and the

Entire Team of Stedmark Partners at Janney Montgomery Scott LLC®

800-678-1480 | www.billgood.com

Our full page ad in Research Magazine congratulates Mark

and his partners and team for hitting $1 Billion in AUM.

6

Bill,

Thought you would like to see this. This is

all the money due in the last 6 weeks as

well as new accounts or money added.

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I forgot to add a doctor that moved

$1.4 million over on Monday from a

CPA referral. So my 6 to 7 week new

money is $10,340,211!!!

Could not do it without the BGM System.

Thank You!!!

C.H. - Illinois

Note from Bill:

Part of “the secret” of Chad’s success is that he keeps

multiple channels flowing new AUM all the time. He is doing

Social Security workshops, developing client referrals,

bringing in new money from clients, as well as a cold call

or two. Bill Good Marketing is proud that we have assisted

Chad in developing these channels, all through the different

tools, strategies, and campaigns we have for each.

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I heard a rumor that you had an AWESOME $100 million DAY on

Friday. That just blew away all of the best years I’ve heard about.

Congratulations!!!

When you get a second, tell me a bit of the story.

Bill Good

Thank you Bill.

With this deposit, we’ve added $255,000,000 to

our team this year.

We now have 3 FAs, 2 SAs, 2 RMs, 2 SVs, and 1 CO.

With all of these moving parts, the weekly statistic sheet

has been a wonderful tool of accountability that we’ve

started using effectively to monitor and motivate.

We’re on track for our revenue goal of $1,375,000 for

each FA, and have set our target for $1,718,500 for

next year (25% growth). Not a real sexy story … just

grit of making that extra phone call to ask for money!

I would definitely say the System is a big part of

our success.

8 9

Bill,

I came on the System in January of 2010. I was doing 350k in production.

I recently bought another book of business (despite my firm suggesting that I

shouldn't because I wouldn't be able to maintain everything.)

I didn’t retain all of the clients from that book, but I retained most of them.

One of the clients I retained was this gentleman who has since passed and

had about $2M invested with the former advisor. Because I used the System, I

was able to bring on this gentleman’s son who now has $6M invested with me.

By the time I was on the System for three years, I had more than

doubled my production, and was doing a little over $800k.

C.M. - California

A few years ago, I dropped to barely above $300,000. Last year, we

purchased the System, but didn’t use it. As a result, my production didn’t

increase much.

This year, though, we have really made a concerted effort to use the System.

Now, my team is in better shape than it’s ever been before, my data and

marketing are in better shape, and we have been constantly hitting (and

sometimes exceeding) my weekly appointment goal. As a result, we are

going to finish the year at $500,000 which I am very happy about.

My goal for next year is to get to $600,000. If that happens, that will almost

be a 2-year double (since we didn’t really use the System the first year.)

N.C. – New York

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CLIENT MARKETING

Our System contains numerous strategies, processes, and campaigns

designed to help you retain and engage your clients. As you can see from

the stories below, our client marketing content can also help you grow your

business by finding more assets in your book.

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I just got out of the hospital. While I was there, my staff ran

the Bill Good Marketing Find the Money campaign. Even

during all this, I still found an additional $2.5 million in

assets from my hospital bed! There are lots of advisors

who like to claim that there’s no more money out there,

that they already have everything and there’s nothing to

find. My response? If I can find over 2 million when I couldn’t

walk and couldn’t talk, other advisors shouldn’t have any

excuse! I don’t believe I would have gotten this account if

it weren’t for the BGM Find the Money campaign!

V.O. – Pennsylvania

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We are up about $18 million in new

assets for the year. The Find the

Money client campaign has opened

up lines of dialogue with my clients.

We have found a lot of money in

new assets. It’s also led to a lot more

referrals. The System basically just

runs itself at this point!

S.F. – New York

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I finally started using the BGM “90 Day No Contact”

script. Over the past few weeks, I’ve set several

appointments, have found upwards of $5 million in

outside assets, and am in the process of bringing

in around $3 million of that under management.

J.B. – Indiana

About three months into using the System, I have run

the Find the Money client campaign for the third time.

On the first two attempts, I picked up around a dozen

referrals. A couple of these have already become clients.

In addition, I have received a number of referrals from

clients that I believe to be an indirect result of Find the

Money, probably just the additional communication

from me has caused them to be more aware.

J.B. - New Mexico

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Bill,

I just used your Find the

Money concept to uncover

over $1,000,000 which is

being placed inside of a 162

Executive Bonus Plan...talk

about being on TARGET...

thank you very much!

C.P. - Nevada

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PROSPECTING

With dozens of prospecting campaigns and strategies, the Bill Good

Marketing System can help you generate, develop, and close more prospects

than ever before. Here are a few recent prospecting-related successes

other advisors have achieved through the use of our System.

I signed up for the Bill Good Marketing System at the end of September

2016. What really sold me was that Bill had developed the ability to

manage multiple seminars. I have built my entire business on seminars.

But I had a big problem. My response rate had fallen to .12%. That’s right.

I sent out 10,000 invitations. 12 people responded. Bill said, “Send me

your invitation.” I did.

He analyzed every part of it. His conclusion: You need a professional seminar

invitation company. Quit doing this yourself.” We followed his advice.

The first seminar we did using our new seminar invitation, list and location

pulled 84 people for the two events promoted by that mailing.

It was a Thursday night. A couple signed up at the seminar to meet

with us the following day. The meeting went well and two days later on

Monday they contacted us wanting to come in that same day. Monday

afternoon they became clients with assets of over $1,250,000.

We have 15 more prospects that requested meetings. Thank you

for the connection. The revenue from this account pays all our first year

fees for the BGM System. These other 15 prospects will make that seminar

extremely profitable.

R.L. – Arizona

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In 2016, we brought in about $12 million from seminars.

I followed some of Bill’s suggestions and have made

the following changes to my process:

• Utilized the Bill Good Marketing brochure template

• Used the Bill Good Marketing “Profile Process”

• Changed how I communicate with prospects

• Used the Bill Good Marketing “Proposal Template” to

present recommendations

This year, with approximately the same number

of seminars, we are on track for $25 million –

double what we made all of last year. What’s

the difference? Bill taught me the Good Way to sell.

M.M. – Virginia

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Dear Bill,

We have been running one of your

prospecting campaigns for almost the

entire year to outstanding results. We

have spent $3,500 on mailings, and have

brought in over $1,000,000 in new money!

We always get a good response. We have

also generated more than 100 additional

prospects this year, many of them thanks

to this campaign. Our plan is to keep

doing what’s working and continue to run

your prospecting campaigns, since they

continue to be the best campaigns we have.

S.R. – Missouri

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Dear Bill,

I have brought on over 30 new clients

just since starting on your System seven

months ago. When I came on, I had 125 client

households. So that alone is an amazing

increase. I have been getting a consistent

1-2 referrals per week, and I am on track to

surpass my goals for the year. With this kind

of expansion, I am quite possibly going to

double in less than two years!

J.D. - Rhode Island

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Bill,

As you know, one of the prospecting strategies we got from you is

to hold birthday lunches for clients. We had tried doing birthday

lunches several years ago. They went well and clients enjoyed them

so, of course, we promptly stopped doing them. But this year we

decided to start doing it again to great success.

The first one we did was for John [another advisor with our team]

with a client who had given us some assets after the passing of his

mother ($350k). This client had other assets at another brokerage

that we knew about plus his 401(k) that we also knew about, but

we weren’t sure the exact amounts and he was clear he had a long

relationship with this other advisor and things were not changing

anytime soon.

When we scheduled the lunch, we were specific about this just being a

chance for John to take him out to lunch to wish him a happy birthday.

Before the day of the lunch, the client asked if John wouldn’t mind

looking at some stock he had bought a long while back to see if we

should do anything with it and bring those ideas to the lunch. John

went prepared to briefly go over that and spend the bulk of the time

just getting to know the client better. Instead, they spent a little time

on the stocks, then the client said his other advisor might be retiring

down the road and when he does he would bring the assets to us.

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He then said, “You know what, let’s move it sooner so that everything

is together.” He gave his latest statement to John to evaluate and

prepare to move over. He then also let us know that he is going to

retire next year and he wants it all together before then and he

really likes what we do.

John offered to do a full financial plan to make sure he is fully

prepared for retirement, something the client had resisted up to this

point because he is very controlling. But this time, the client agreed.

The client also committed to bring his 401(k) here. In all, this will be

$1 million from the other brokerage (who, by the way, had not

mentioned anything yet about DOL and this is all qualified money).

There will be another $1 million in 401(k) money to roll early

next year when the client retires. Not bad for a $30 lunch!

Since this client has previously not been willing to give John much,

we feel this unprompted leap forward in the relationship came due

to this lunch invitation.

This time, these lunches will not be something we stop anytime soon.

R.R. – North Carolina

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OUR LETTERS

Our famous Letters Library contains over 4,000 letters, scripts, seminar

invitations, reports, and more. From educational content to holiday letters

to direct mail pieces, our letters will help you stay in front of your clients

and prospects, enhance your branding, and generate new business.

I sent out your Election Day Branding

Kit letters to my clients. Several of them

passed those letters around, and the

result is about $4 million in new assets

from referrals from those letters. These

new clients came in because their

advisors are not sending that type of

information.

S.H. – Virginia

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I worked with a prospective client back in August. He held a $730k

401(k) which means that asset wasn’t touchable right now. But I

provided him with 401(k) help and we talked about estate planning

and importance of having a will, etc. This means that there was no

current business to do, but lots of potential business.

But at the end of my dictation notes, I wrote the following: “Let’s

make sure to put him on a drip campaign [using Bill Good Marketing

letters] so we can stay in front of him if he ever changes jobs.”

This past week, he called us and told us that he had changed

jobs and that he wanted to set an appointment to roll over his

401(k).

Thanks to Bill Good Marketing for their great letters!

J.C. – Georgia

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I sent out [Bill Good Marketing’s] newest

handholding letters about the recent market

volatility. A client is transferring about

$250,000 from Vanguard. Another client

came in this morning and is transferring in

the last $1,300,000 from the competition.

R.M. - Texas

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Over the last few months, we have mailed 4 letters to a 401(k) participant

with a small account balance.

This morning, a guy stopped in the office and said, “I’ve been getting your

letters and liked what I read; I wanted to come in to see you.” His wife (the

participant) just left her employer and now wants to roll her 401(k). She

also has a traditional IRA and a ROTH as well (all somewhere else). So does

he. They are selling a rental property and will have that cash available to

invest as well. So he asked if we could help them with all of it…

He does not have email, but has six figures for us to invest.

Dear Bill: please stop marketing your System to my competitors. They

could save a lot of money on postage.

C.N. – Florida

I was on the Bill Good System when I went from

$300,000 to over $2,000,000 in nine years. That’s

one helluva growth rate. Recently, three different

families have shown me 3-ring binders with all the

letters I sent them. Most of these letters are yours.

They love them, especially the holiday letters.

D.S. – New York

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Bill, I wanted to share with you a great compliment we

received from a client today during our meeting. She

really appreciates the personal things we do for her like

sending birthday letters and letters for holidays such as

Memorial Day. During this conversation she shared that the

pastor (another client of ours) read our Memorial

Day letter to his congregation on Sunday, used it as

the core for his homily, and gave our team credit for it

during the service! This absolutely blew me away and it’s

another example of the impact we can have on people’s

lives outside of simply providing financial advice.

J.R. – North Carolina

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I had a prospect who was procrastinating since the

death of her husband in 2015. She was stalled after

interviewing several advisors. But I sent her drip

letters, birthday letters, holiday letters, and market

“don’t panic” letters over the span of eight months. As

a result, these message campaigns helped me

close a $2.7 million client yesterday.

M.S. – California

One of my clients has a wealthy spouse who I’ve been

trying to work with for years. Recently, I sent them

your “Red Bandana” letter. My client called in to say,

“your letter moved my wife to tears. We need to

come in and meet with you.”

They came in, and his spouse moved $800k to my

management, meaning I now have $1.2M between

them.

B.U. – Michigan

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Dear Bill,

One of the very first letters I sent

out using the System was one of

your Memorial Day letters. I literally

got 8 handwritten responses

from clients telling me why that

letter touched them so much.

Thanks for the recommendation!

S.H. – Virginia

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We have helped many advisors reach their professional

goals, and in the process of doing so achieve great

success. We can help get you there too. In fact, you

might even say that we specialize in it.

HERE’S WHAT YOU NEED TO DO

Write a list of your life’s goals you want to achieve

this year.

In five years.

In ten years.

Work out what you need to afford those goals.

Decide if you’re willing to put the hard work in to

achieve them.

Call Jill Wright888-495-7303

Tell her you are ready for a demo of our System.

Then, we will show you how we can help you double

your production or work half as much!

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BILL GOOD MARKETING, INC6891 South 700 West, Suite 100Midvale, UT 84047

billgoodmarketing.com

“ I designed MY SYSTEM to help you doubleYOUR PRODUCTION OR WORK HALF as much. Over the years, thousands

of financial advisors have accomplished more in less time because they

have followed MY TIME-TESTED, FIELD-PROVEN SYSTEM.

THE SYSTEM WORKS IF YOU DO.”

© 2017 by Bill Good Marketing, Inc. All Rights Reserved

The products and services referred to herein are either trademarks or service marks, or registered trademarks or registered service marks, of Bill Good Marketing, Inc.

This document is for informational purposes only. Copyright permission is hereby granted to make copies and distribute to Registered Representa-tives in the United States and Canada.Bill GoodChairman

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