Top Advisor Podcast
Business & Economics Podcasts
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 what each top advisor is doing to acquire more right-fit clients. You’ll be reminded, renewed, and inspired to take powerful action. You’ll impact more lives and increase your income at the same time.
Location:
United States
Description:
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 what each top advisor is doing to acquire more right-fit clients. You’ll be reminded, renewed, and inspired to take powerful action. You’ll impact more lives and increase your income at the same time.
Twitter:
@Bill_Cates
Language:
English
Contact:
301-497-2200
Website:
https://referralcoach.com/
Episodes
Episode #69 Growth Through Books and Financial Advisor Target Markets with Michael Budnick
7/24/2024
When it comes to financial advisor target markets, one proven strategy to create extraordinary success in your business is to be crystal clear and laser focused on your Right-Fit Clients™. That’s exactly what our guest has done to build his successful advisory practice. And one tool he uses to demonstrate his focus, credibility, and wisdom … Continue reading Episode #69 Growth Through Books and Financial Advisor Target Markets with Michael Budnick →
Duration:00:29:20
Episode #68 Crafting Your Origin Story to Build Trust and Finding Your Niche Market with Dan Brothers, CFP®
7/10/2024
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 niche market – specifically one that’s clearly defined and profitable? Have you moved away from prospecting to attracting people to you? In this episode of Top Advisor Podcast, … Continue reading Episode #68 Crafting Your Origin Story to Build Trust and Finding Your Niche Market with Dan Brothers, CFP® →
Duration:00:30:00
Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum
6/19/2024
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-wealthy clients can be more complex than “merely” high-net-worth clients. These individuals have distinct needs, expectations, and concerns that require a specialized approach from financial advisors, planners, and wealth managers. In this … Continue reading Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum →
Duration:00:39:51
Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey
6/5/2024
Tired of blending into the crowd? Discover the strategies that will help you forge solid client relationships and become a standout financial advisor. In this episode, Referral Coach Bill Cates interviews Tony Maree Torrey, author of Your Million Dollar Accelerator: Six Proven Strategies to Grow a 7-Figure Financial Practice, and Business Coach for Financial Professionals, … Continue reading Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey →
Duration:00:36:16
Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️
5/22/2024
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 episode of Top Advisor Podcast, Abbey Henderson, has coined the phrase, “Authentic Wealth.” In a nutshell, Authentic Wealth is bigger than just financial accumulation and management. It recognizes … Continue reading Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️ →
Duration:00:35:23
Episode #64 Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins
5/8/2024
Your continued success is predicated on your continued relevance and becoming “the advisor of choice.” Sometimes, that’s easier said than done. However, one of the most effective ways to accomplish this and build lasting client relationships is through storytelling for financial advisors. Our guest calls this the Founders Story. As artificial intelligence (AI) and the … Continue reading Episode #64 Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins →
Duration:00:40:13
Episode #63 Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP
4/24/2024
Good health and sufficient wealth go hand in hand. They are intricately intertwined. Most advisors try to ensure their clients don’t outlive their wealth. A select few advisors work to ensure their clients wealth does not outlive their health. As a nutritional expert and the author of the book Wealthy, Healthy, and Wise: How To … Continue reading Episode #63 Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP →
Duration:00:34:59
Episode #62 The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE
4/10/2024
Speed Kills? Speed Wins? It depends! According to research – speed impacts revenue, speed impacts loyalty, and speed impacts emotions. Understanding this crucial dynamic, Bill Cates engages in a compelling conversation with Jay Baer, a distinguished business growth and customer experience strategist, researcher, author, keynote speaker, and B2B influencer. Jay’s newest book, Time to Win: … Continue reading Episode #62 The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE →
Duration:00:43:10
Episode #61 Becoming Fluent with The Language of Referrals – A Special Episode with Bob Burg Interviewing Bill Cates
3/27/2024
Announcing! Bill Cates’s Newest Book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients. Every financial professional understands the power of referrals and personal introductions. Marketing experts extol the virtues of building a referral-based business. However, while providing overarching strategies and concepts, they don’t tell you how to … Continue reading Episode #61 Becoming Fluent with The Language of Referrals – A Special Episode with Bob Burg Interviewing Bill Cates →
Duration:00:44:56
Episode #60 The Biggest Mistake Clients & Advisors Make in Life Expectancy Planning with Mark Pace, CLU, RHU, ChFC
3/13/2024
According to actuaries, you and your clients are underestimating how long you are going to live. Therefore, most people don’t plan properly, and most financial advisors aren’t even aware of this. This interview with Marc Pace – Founder of the Vital Longevity Institute – has two parts: Part 1 – Why most people (advisors included) … Continue reading Episode #60 The Biggest Mistake Clients & Advisors Make in Life Expectancy Planning with Mark Pace, CLU, RHU, ChFC →
Duration:00:41:03
Episode #59 Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC®
2/28/2024
Are you producing results with LinkedIn? Or do you wonder why you even have an account? I’ve run into very few advisors who are seeing a straight line to ROI with their activities on LinkedIn. Mando Sallavanti is clearly an exception! Effective LinkedIn prospecting for financial advisors requires more than just creating a profile and … Continue reading Episode #59 Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC® →
Duration:00:37:01
Episode #58 Building Connections that Turn Into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting
2/14/2024
Alice Tang, a highly successful financial advisor known for her passion for supporting millionaire women and helping the next generation achieve financial success. It’s no secret that the affluent women’s market is a lucrative, ever-growing niche in the financial industry. This episode touches on this topic AND a whole lot more! In this episode, Bill … Continue reading Episode #58 Building Connections that Turn Into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting →
Duration:00:29:49
Episode #57 Achieving Rapid Business Growth as a Financial Advisor with Emanuel Jones II, MBA
1/31/2024
For today’s featured guest, rapid business growth began with the belief that it was possible, followed by: Keeping his pipeline full. Avoiding pressure on himself. Helping prospects feel valued and respected. Accentuating financial literacy. Avoiding rushing prospects into financial decisions. Treating prospects and clients like royalty. In this episode, Referral Coach Bill Cates interviews Emanuel … Continue reading Episode #57 Achieving Rapid Business Growth as a Financial Advisor with Emanuel Jones II, MBA →
Duration:00:39:10
Episode #56 A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis
1/17/2024
It’s not an accident that Productivity and Proactive start with the same three letters. Pro can mean For and Forward. I’m all for moving forward, how about you? If you’re like most advisors, there are days where you feel very productive and know that you are moving your business forward. You probably have other days … Continue reading Episode #56 A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis →
Duration:00:45:23
Episode #55 Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko
1/3/2024
Are you winging it when it comes to serving your client all along the client journey? Or do you embrace and follow a clear strategy for enhancing client and prospect experiences and establishing strong relationships with them throughout the entire client journey? Attending to all phases of the client journey will always be the fuel … Continue reading Episode #55 Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko →
Duration:00:33:51
Episode #54 Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones
12/13/2023
Family legacy planning involves more than just helping your clients accumulate assets. Creating a lasting legacy for your clients means crafting a set of values, purpose, and financial knowledge that lasts for generations. In this episode, Referral Coach Bill Cates interviews Randy Jones, Wealth Management Advisor at Financial Growth Partners. Randy shares his insights on … Continue reading Episode #54 Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones →
Duration:00:40:01
Episode #53 Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP®
11/29/2023
Have you ever wondered if the hosts of financial advisor podcasts actually get new clients from it? Is all the effort worth it? And, by the way, do many of your prospects and clients seem to have limiting beliefs and mistaken assumptions about money? In this episode, Referral Coach Bill Cates and his guest Misty … Continue reading Episode #53 Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP® →
Duration:00:39:27
Episode #52 Using Curiosity to Ignite Your Prospecting & Client Acquisition with Chris Ridgway
11/15/2023
While curiosity may have killed the cat, it didn’t hurt this advisor! How about you? Have you developed a strong Curiosity Muscle? Do you exercise it often as you endeavor to bring more ideal clients into your business? Curiosity will serve you well in this business: You will meet new people. You will serve your … Continue reading Episode #52 Using Curiosity to Ignite Your Prospecting & Client Acquisition with Chris Ridgway →
Duration:00:37:45
Episode #51 Creating Interesting, Edgy, and Authentic Content Marketing for Financial Advisors That Turns Prospects into Clients with David B. Armstrong, CFA
11/1/2023
This is an interview you don’t want to miss. David Armstrong, CFA has found a way to message his value and attract new clients who are perfect for his business. He does it in a genuine, compelling, and slightly fun way. In this episode, Referral Coach Bill Cates interviews David Armstrong, President & Co-Founder of … Continue reading Episode #51 Creating Interesting, Edgy, and Authentic Content Marketing for Financial Advisors That Turns Prospects into Clients with David B. Armstrong, CFA →
Duration:00:47:11
Episode #50 How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin, CPA, CFP®
10/18/2023
To say that people have an emotional relationship with money would be an understatement! While you may be a CFP, or a ChFC, or any number of the many certifications available in this industry, perhaps the most important thing you could do to serve your clients is obtain an PhD in psychology. (Smile) Today, my … Continue reading Episode #50 How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin, CPA, CFP® →
Duration:00:39:47