Ed Blumenthal is one of the principals of Stedmark Partners, a $1 Billion Gorilla team. They have done a tremendous job in relationship mapping. They ...

There are many channels of prospecting, but one that every advisor should be aware of is mass mail. Mass mail is a powerful tool, because i?s the sing...

In Part I, we outlined the first six months of a twelve-month strategy designed to help you generate more referrals. Now w?re back to finish the job. ...

Referrals; you want?em. In many ways, the?re the best prospects you can possibly get. Strategy; you need it. One of the biggest reasons some advisors ...

All advisors think they should be the one to manage your clien?s money. Yo?ve worked hard to establish a relationship with your clients; so why should...

The most impactful thing you can do for your business is to surround yourself with the right people. A good employee should improve your productivity ...

More often than not, when someone is looking for a critical piece of data, that data is found through one of our many reports. With that being said, r...

Every Advisor wants to get introductions to people their wealthy clients know, but many believe i?s not possible. With the tools you have in the Goril...

Many football and soccer teams are coming together for end-of-summer training camp. Financial advisors have a special season coming up too: seminar se...

Every one of us live and work in an area that is susceptible to some form of catastrophe. I?s because of this that BGM created the Disaster Planning C...