Bill Good Marketing

Based in Draper, Utah, Bill Good Marketing works with financial advisors, addressing the client acquisition, retention and practice-management issues specific to that profession. The agency operates with a small team of between one and ten people, a scale that points to direct, hands-on work with each advisory practice it takes on rather than large-account management. The agency's declared service list covers search engine optimization, business consulting, CRM consulting and systems integration, content marketing, email marketing, marketing strategy, mobile app development, and social media marketing. This combination reflects a focus on the practical needs of financial advisory firms: building visibility through SEO and content, maintaining client relationships through email and social channels, and supporting the operational side of a practice through CRM consulting and integration alongside broader business and marketing strategy advice. The pairing of marketing disciplines with CRM and business consulting suggests an approach oriented toward the full client lifecycle for advisors, from initial outreach and lead generation through to ongoing client servicing and retention, rather than a narrower campaign-only offering.