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Feb 3, 2009 4:34 am

Has anyone used this company? or known anyone who has used them?

Seems like a cheaper version of the Bill Good seminar...      
Feb 3, 2009 4:43 am

yeah - nothing like bill good though.  BG is a crm program with built in marketing campaigns.  Advisor Marketing Systems is more of a marketing kit that you need to implement with your CRM.  Mainly for fee based advisors as it is very against commission based practices.  If you want to do seminars and are willing to follow directions I think its worth the price.

Feb 3, 2009 4:49 am

Which product are you talking about being worth the price… Being a feebased advisor I don’t mind being against commission practices…

  Do you have experience with either?
Feb 3, 2009 5:02 am

I have what I think is the complete system.  Got it almost two years ago and it was being sold for around $1,200 then.  I'm not sure what different products are there today.

Feb 3, 2009 5:04 am

They seem to be selling the whole thing for $999 now..though I am not sure I want to pay that price.  Do you use it? and was it worth it?

Feb 3, 2009 5:20 am

I use the seminars and have made a few customizations over the years.  I use one of the invitations almost verbatim.  To each his own as to the value.  In hindsight I probably could have spent a gazillion hours creating similar stuff from scratch but it just made more sense to buy something that was already done and just spend an hour or two customizing it for my own money management style.  The one area some advisors won’t like is that the guy who wrote the marketing (funny, he’s referred to as MFBM - master of fee based marketing now: his real name is, Jason fyi) does a lot of quantitative/mechanical type investing and does not believe in buy and hold at all.  I tend to agree, but it could rub someone the wrong way if they just want to put client money in funds then do nothing after that.  Some of the material is heavy against annuities too, so the eia guys would probably not like that much.