Today’s conversation is with the team at Bill Good Marketing, Frantz Widmaier, CEO, Matt Hicken, AAMS®, Senior VP of Client Success, and Stephanie Peterson, Head of Growth. Bill Good Marketing helps advisors systematically grow their practice while reducing the complexity of practice management.

In this episode, we’ll learn about how client communications have evolved over time, top advisor best practices, and how to succeed with what motivates you the most.