The Registered Investment Advisor podcast is a financial services marketing podcast for every financial service from insurance to investment advising. Host Seth Greene is a nationally recognized direct response financial services marketing expert.
Guests on the RIA Podcast will include experts in the insurance marketing field. In each interview, they share financial tips and tricks to help other people in financial services and producers to up their game.
All content for Registered Investment Advisor Podcast is the property of Seth Greene and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Registered Investment Advisor podcast is a financial services marketing podcast for every financial service from insurance to investment advising. Host Seth Greene is a nationally recognized direct response financial services marketing expert.
Guests on the RIA Podcast will include experts in the insurance marketing field. In each interview, they share financial tips and tricks to help other people in financial services and producers to up their game.
Episode 228: How Bill Good Marketing Doubles Advisor Production
Registered Investment Advisor Podcast
16 minutes
1 week ago
Episode 228: How Bill Good Marketing Doubles Advisor Production
Why most advisors are drowning in marketing activity but starving for real results, and how to fix it before your pipeline runs dry.
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Matt Hicken, Senior Vice President of Consulting at Bill Good Marketing, who has coached hundreds of advisors and built practices from the ground up. In this discussion, Matt explains how Bill Good shifted from cold calling and direct mail to a system of documented best practices across 12 marketing channels, team structure, CRM, and branding. He details the key figures, the mistakes that hurt seminar ROI, and the step-by-step solutions that turn activity into assets.
Key Takeaways:
→ Why most firms drown in tactics but starve for leads and how to pick winners.
→ How to diagnose seminars that aren’t producing and the benchmarks to aim for.
→ How to identify which campaigns to scale and which to stop.
→ Why the best ideas should become best practices that you can repeat across markets.
→ The biggest myth about Bill Good Marketing and how the platform now covers the whole practice, not just marketing.
Matt Hicken is the Senior Vice President of Consulting and Triple Double Architect at Bill Good Marketing. During his nearly 14 years running an advisory business, Matt and his team tripled their output, growing from $500k annually to $4.5 million. In that time, they also made a major shift, moving from a 50% transactional model to a fee-based business.
Matt has over 23 years of combined experience working with advisors in practice management and consultative roles. He has traveled across North America, collaborating with some of the biggest advisory firms to analyze and overcome plateaus. Matt understands the industry and the unique challenges large teams face in running a business. He possesses the tools, processes, and real-world experience of building a business managing over half a billion dollars.
Connect With Matt:
Website https://www.billgoodmarketing.com/
X https://x.com/BGM_tweets
Facebook https://www.facebook.com/BillGoodMarketing/
LinkedIn https://www.linkedin.com/company/bill-good-marketing/
Learn more about your ad choices. Visit megaphone.fm/adchoices
Registered Investment Advisor Podcast
The Registered Investment Advisor podcast is a financial services marketing podcast for every financial service from insurance to investment advising. Host Seth Greene is a nationally recognized direct response financial services marketing expert.
Guests on the RIA Podcast will include experts in the insurance marketing field. In each interview, they share financial tips and tricks to help other people in financial services and producers to up their game.