Marketing Simplified

High-Quality, compliance-friendly market updates, holiday messages, infographics, and newsletters that people actually want to read (and share with friends & family). All sent for you, every week of the year.

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Stand Out From the Rest

Presence positions you as both an expert financial professional in your field and a person who truly cares about your clients and your community.

The result: In a sea of lookalikes all selling the same thing, you stand out as the one financial advisor who's here to help.

Always Be Top of Mind with Potential Clients

With timely, valuable content sent every week, prospects will always think of you first the moment they need financial advice.

The result: More first appointments, lower unsubscribe rates, and an increase in assets under management!

Turn Ideal Clients into Raving Fans

With engaging, must-read market commentary and warm, can't-wait-to-share-this holiday messages, your current clients will look forward to hearing from you, knowing it will be both helpful and interesting to them.

The result: More assets, more referrals, more business development opportunities, more everything.

Save Time for Financial Advice

Presence is a completely done-for-you service that can handle ALL your marketing strategies, including your emails, your monthly drip, and even your social media marketing.

The result: You and your team can focus less on promoting your financial services to clients and prospects, and more time meeting with them. AND you can track this result in your bottom line!
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Trusted by top Firms

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Content Your Clients & Prospects Will Love to Read (and Share)

Bill Good Marketing has been providing content to financial advisors for over 30 years... far longer than anyone else in the industry. Our words have helped thousands of advisors grow even during the worst periods of market volatility, including post-9/11, the 2008 financial crisis, and the 2020 COVID crash. That's because our content is always timely, always conversational, and always heartfelt. All designed to get your clients and prospects to feel impressed, grateful, inspired, and confident that you are an expert advisor, good citizen, and a trustworthy, caring individual.

Making you the financial advisor they trust to help them get where they want to go.

Timely Market Content

Whenever extreme volatility strikes, or there's major news out of Washington, investors need to be told what's going on - and quickly.

With the content marketing strategy included with Presence, your clients and prospective clients will get the headlines explained within 24-48 hours, in a way that's easy to understand and builds confident, Clients will sleep easier knowing you're always at the wheel while prospects will increasingly turn to you for guidance and support.
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Emails That Educate and Impress

These days, there are a lot of digital marketing providers with educational material - but it's all high on slickness and low on substance.

Our content - including market recap messages, infographics, social media posts, targeted email newsletters for pre-retirees, and more - not only educates but demonstrates that you are the premier expert in your field.

Content That Moves and Inspires

These days, there are a lot of digital marketing providers with educational material - but it's all high on slickness and low on substance.

Our content - including market recap messages, infographics, social media posts, targeted email newsletters for pre-retirees, and more - not only educates but demonstrates that you are the premier expert in your field.
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Content Marketing That Creates Opportunities

Ultimately, there's one thing you want: More business.

Whether you want to target business owners or high-net-worth, Presence helps you get people to a "tipping point" where they decide it's time to take action or get help with specially-crafted "Call to Action" messages that generate second opinion requests, reviews, and referrals. From your existing clients, you might be surprised just how many more assets there are to move under your management.