Top Advisor Podcast
Детаљи канала
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...
Недавне епизоде
114 епизода
Ep. 113 – 3 Must-Have Reputation Strategies for Client Acquisition with Brian Thorp
The way people choose a financial advisor has changed. Bill Cates talks with Brian Thorp, founder of Wealthtender, about why online reviews and intern...
Ep. 112 – Referrals Aren’t Dead But Are They Enough? A Marketing Conversation with Molly McClure
In this episode of the Top Advisor Podcast, Bill Cates sits down with Molly McClure, Executive Director of Marketing at OnePoint BFG Wealth Partners,...
#111 – The Ideal Week for Financial Advisors with Brian Margolis
Are you running your week, or is your week running you?
Brian Margolis, founder of Productivity Giant explains why most advisors spend to...
#110 – Cultivating Community and Challenging Retirement Myths with Derek Coburn
Thrilled to have interviewed Derek Coburn on the latest episode of the Top Advisor Podcast!
Derek built and sold a thriving financial practice,...
#109 – How Financial Advisors Win & Keep Business Owner Assets with Scott Bushkie
Did you know? 96% of business owners are open to switching advisors right before, during, or after the sale of their business.
That’s a staggeri...
#108 – Maximizing Client & Advisor Outcomes Through Cash Flow Management with David Mozeika
The national average savings rate in the U.S. is a dismal 4%.
If you could help your clients raise that rate as high as 20%, what would that me...
#107 – Top Advisor Growth Strategies – Part 1 with Bill Cates, CSP, CPAE
Welcome to a special solo edition of the Top Advisor Podcast! In this episode, host Bill Cates pulls from decades of coaching, interviewing, and his o...
#106 – Unlocking Profitability for You & Your Clients with Mike Michalowicz
“I actually call myself – lovingly – the angel of death because I was not an angel investor. Yeah, I destroyed businesses and, in the process, wiped m...
#105 – Your Road Map to Ideal Clients, Ideal Business, and Ideal Life with Bill Bachrach, CSP, CPAE
“Most financial advisors work too many hours for too little money for too many of the wrong clients.”
– Bill Bachrach, CSP, CPAE
Rewriting Your Money Story: How Beliefs Shape Your Wealth
Most financial challenges aren’t math problems—they’re belief problems.
In my recent podcast conversation with Corey Mosley, we talked about mon...
#104 – Building an 8-Figure Financial Practice with Julia Carlson
“To grow to an 8-figure business, you have to fire yourself – let go of doing all of the things that you think you have to do as the founder, as the a...
#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...
#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 “jus...
#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 an...
#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 toda...
#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,...
#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...
#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 B...
#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...
#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 provi...
#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 advis...
#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 mark...
#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 Salame...
#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 th...
#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 interview...
#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...
#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...
#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...
#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 Dun...
#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 cert...
#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 thoughtfulnes...
#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...
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...