Top Advisor Podcast
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Top Advisor Podcast
Welcome to the Top Advisor Podcast, brought to you by ProudMouth’s Influence Accelerator Academy, with your host, Bill Cates, CSP, CPAE. Bill interviews the financial service industry’s top performers to learn their secrets to sustained success. These short interviews will get right to the heart of...
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103 ຕອນ
#103 – Rewire Your Brain: The neuroscience behind the emotions and beliefs that drive financial decisions with Tessa Santarpia
For the human brain, we all have a negativity bias. It’s not a flaw; it’s actually a survival mechanism. So, it’s not that your clients are necessaril...
#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE
Client expectations in financial services have evolved. Today’s clients aren’t just looking for great service; they’re seeking authentic connection an...
#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE
Client expectations in financial services have evolved. Today’s clients aren’t just looking for great service; they’re seeking authentic connection an...
#101 – Becoming the First-Call Advisor: Insights from Family Office Expert Rich Wolkowitz
What can financial advisors learn from those guiding the world’s wealthiest and most complex families? And how can you position yourself as the adviso...
#100 – From Top Advisor to Industry Leader: Derrick Kinney’s Secrets for Making Competitors Irrelevant and Attracting Clients
Standing out as a financial advisor requires more than credentials; it’s about clarity, connection, and purpose. How do you move from being “just anot...
#99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony
If you think numbers and charts are enough to win clients, think again. In this episode, Referral Coach Bill Cates interviews renowned author and spea...
#98 – The Crisis of Differentiation: Michael Kitces on What Actually Works for Advisors
Financial advisors face the real challenge of proving their worth to clients who have more options and skepticism than ever before. How do today’s to...
#97 – Sustainable Success for Financial Advisors – Integrating Work and Life with Kristin Harad, CFP
Many advisors build thriving practices, only to feel trapped by the very work they love. What if your career could energize, rather than drain, your l...
#96 – The Financial Mindset Fix: Joyce Marter on Mental Fitness for Advisors and Clients
Do your clients’ money mindsets ever drive you crazy? Do you wish you could get them to just “think right” about their money? What if you knew that so...
#95 – The $30 Trillion Opportunity: Serving Women Investors Better with Cary Carbonaro, CFP®
Most advisors know women will control the majority of wealth by 2030—so why aren’t more of them preparing now? In this episode, Referral Coach Bill Ca...
#94 – From Stuck to Scaling: How Top Advisors Build Momentum with David DeCelle
Are you building a business you love — or one that’s wearing you down? In this episode of Top Advisor Podcast, I interview David DeCelle, CEO of Model...
#93 – Advising Business Owners Through Their Exit with Scott Bushkie, CBI, M&AMI, CM&AP
Selling a business is a monumental decision, filled with considerations that can significantly impact the owner’s future. How can advisors provide rea...
#92 Connecting Generations Through Financial Literacy with Jeff Panik, CFP®, MSFS, CRPS
Building strong financial foundations isn’t just about numbers, it’s about nurturing relationships and leaving a legacy. How can financial advisors in...
#91 Standing Out: Niche Marketing for Financial Advisors with Kristen Luke
In a crowded market, how can financial advisors truly stand out and attract their ideal clients? What’s the key difference between a target market and...
#90 Ric Edelman on Growing Your Financial Practice and Trends Reshaping the Advisor World
In this episode of Top Advisor Podcast, I sat down with one of the most recognized and influential names in the financial services industry: Ric Edelm...
#89 Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh
Referrals have always been the fastest and most predominant way that advisors have grown their business. But… it’s not the only way. Abby Salameh, Chi...
#88 The Do’s and Don’ts of Intergenerational Wealth Transfer with Barry Banther, CMD, CSP, CPAE
When it comes to generational wealth, it’s not just about money; it’s about relationships. Don’t believe me? Listen to this interview!!! In this epi...
#87 Building Your Financial Advisory Team with Top Talent – Insights from Steve Perry
What does it mean to truly scale your advisory team without sacrificing quality or culture? In this episode, Referral Coach Bill Cates interviews Stev...
#86 Become a Million-Dollar-Advisor with Dave Mullen
Are you ready to become a million-dollar advisor, or are you already there wanting to push your success further? Discover the core strategies that sep...
#85 Helping Clients Sleep Well at Night with Financial Planning with Pamela Sams
Does financial security keep you up at night? In this episode, Referral Coach Bill Cates interviews Pamela Sams, founder of Jackson Sams Wealth Strate...
#84 EXACTLY What to Say (And Ask) with Phil M. Jones, CSP, CPAE
“My book is titled Exactly What to Say, but maybe I should have called it, Exactly What to Ask.” In this enlightening episode of the Top Advisor Podca...
#83 Charging for Financial Planning Services with Steven Kaplan & Ben Skupp
What if you could cut through the noise and offer your clients true value beyond just product performance? In this episode, Referral Coach Bill Cates...
#82 Financial Focus for College Athletes: A Winning Game Plan with Jeff Durr
Ever wondered how financial advisors can truly connect with niche markets? What if we told you the secret lies in a unique combination of athletics, e...
#81 Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter, JD
In today’s episode, we dive deep into the world of multigenerational wealth management and generational wealth transfer with esteemed guest Josh Kante...
#80 Building Strong Strategic Partnerships with Duncan MacPherson
What would you call a strategic partner if not a center of influence? Today on the Top Advisor Podcast, Referral Coach Bill Cates interviews Duncan Ma...
#79 Do You and Your Clients Need a Money Detox? with Tammy Lally
Are your money beliefs holding you back in your practice? In this episode, Referral Coach Bill Cates interviews Tammy Lally, CMC®, LUTCF, a certified...
#78 Maximize Your Referrals: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel
Creating a memorable client experience is key to standing out in the competitive world of financial advising. How can you automate thoughtfulness and...
#77 Using Video to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP®
Video marketing is a powerful tool for financial advisors to build trust, provide value, and create meaningful connections with clients. How can you e...
Episode #76 The Power of Total Client Relationships: Transforming Client Engagement for Exponential Growth with Tyson Ray, CFP®, CExP®, CIMA®
Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business. Do you do you...
Episode #75 Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Special Guest, Barron Damon
Philanthropists! That’s where the money is! In this episode, Referral Coach Bill Cates and Barron Damon, a Certified Philanthropic Coach, dive into t...
Episode #74 How Target Markets and Work-Life Balance Drive Client Growth with Chad Hufford
If you think work-life balance is hard to achieve, you’re probably right. With that said, THIS advisor has done it. His path to success is amazing! Th...
Episode #73 3 Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC®
Yohance Harrison has hit the trifecta for success. He’s focused on a clear and profitable target market. He’s getting a ton of right-fit referrals. An...
Episode #72 Boost Client Loyalty and Revenue with Client Events for Financial Advisors with Angela York & Elyse Stoner
Client events can be a game-changer for financial advisors, offering a unique and personal way to build client relationships and grow your business. A...
Episode #71 The Future of Niche Marketing for Financial Advisors – Proper Diagnosis and Targeting with Reese Harper, CFP®
Are you looking for the secret to unlocking your client’s financial potential and taking your advisory business to the next level? Of course you are!...
Episode #70 Strategic Email Marketing for Financial Advisors with James Pollard
Is email marketing for financial advisors dead? Not by a long shot! Are there productive and unproductive ways to use email in your marketing process...
Episode #69 Growth Through Books and Financial Advisor Target Markets with Michael Budnick
When it comes to financial advisor target markets, one proven strategy to create extraordinary success in your business is to be crystal clear and las...
Episode #68 Crafting Your Origin Story to Build Trust and Finding Your Niche Market with Dan Brothers, CFP®
Do you have an “origin story”? Are you using it to attract more Right-Fit Clients™ and become more referable? Have you figured out how to find your ni...
Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum
What would your business (and life) look like if you started working with ultra-wealthy clients ranging from $40 to $100 million? Working with ultra-...
Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey
Tired of blending into the crowd? Discover the strategies that will help you forge solid client relationships and become a standout financial advisor....
Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️
It is my sincere hope that you are not attempting to do financial planning without gaining the full context of your clients. Our guest on this next e...