Prospecting the Good Way by Bill Good Marketing offers financial advisors a comprehensive guide to effective prospecting. It outlines eight proven channels—referrals, cloning, strategic partnerships, social connections, webinars, seminars, cold calling, and digital marketing—emphasizing consistent, relationship-driven strategies over one-time tactics. The guide debunks common myths, offers time- and cost-efficient techniques, and stresses best practices, goal alignment, and follow-up. Advisors are encouraged to set realistic targets, maintain momentum, and never stop prospecting to sustain long-term business growth.

Join for free to read