Bill Good Best Practices

Best Practices with Bill Good A Best practice is the optimum solution to a business problem.* *University of California, Berkeley, Official Campus wide Policies and Procedures, Glossary of Terms.

Problem: Not Enough Referrals.

Problem: Not Enough Referrals. Why? Clients do not have your name on their person when referral to a financial advisor is appropriate.

Problem: Not Enough Referrals. Solution: Provide them with a business card perceived as so valuable, they will carry it in their wallet or purse.

Provide Laminated Business Cards ,[object Object],[object Object],[object Object]

Problem: Your clients know high net worth people, but they are not introducing you to them.

Problem: Your clients know high net worth people, but they are not introducing you to them. Solution: Discover who your clients know and ask to be introduced.

Problem: While many prospects want to change advisors, closing percentages for FAs are down. X

Problem: While many prospects want to change advisors, closing percentages for FAs are down. Solution: Use more powerful selling process.

Problem: While many prospects want to change advisors, closing percentages for FAs are down. The BGM Profile Process is: *Your most powerful selling tool. *Positions you as an expert FA. *Most powerful protection against unwarranted charges of unsuitability.

Problem: While many prospects want to change advisors, closing percentages for FAs are down. Launched with a Speedbutton. Integrated with the Appointment Processing Checklist. Includes a Review Schedule. We created a place to put it so it is immediately available to all staff.

Problem: While many prospects want to change advisors, closing percentages for FAs are down.

Problem: Additional protection against bad-apple clients. This will be a great year for the attorneys who solicit disgruntled clients.

Problem: Additional protection against bad-apple clients. This will be a great year for the attorneys who solicit disgruntled clients. Solution: Monitor and archive all staff emails.

Problem: Spending too much money on postage.

Problem: Spending too much money on postage. Solution: Use email correctly.

Solution: Use email correctly. 1) Use email to inform, or for emergency communication.

Solution: Use email correctly. 2) Use letter to inspire or motivate.

Solution: Use email correctly. 3) Get all possible email addresses. New Report: Contact Groupss with No Emails.

Problem: Clients not getting the reviews promised. Solution: Failsafe Client Review Tracking System.

Problem: Low response to seminar mailings. Solution: Google Magic Tricks.

Problem: Too much time to prepare for client reviews.

Problem: Too much time to prepare for client reviews. Solution: Have a process based on past efforts.

Solution 1: Become “trusted advisor” one client at a time. Problem: No game plan to squeeze competitors out of your client book . Solution 2: Siphon off one asset at a time.

Problem: You run into clients in stores or events, and can’t remember the clients’ names. Solution: Get photos of clients and look at them frequently.

Problem: Pending business is not always followed up meticulously.

Problem: Pending business is not always followed up meticulously. Solution: Have and use the Pending Business Report.

You have a moment of panic when a client calls, and cannot remember vital data about that client.

Problems Solved! Gorilla CRM ™ System 1-800-678-1480, ext. 1294 Mike P.

Bill Good Best Practices

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