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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.

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


Episodes

Ep. #32: 5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP

12/1/2022
Sandro Forte serves as a financial advisor to the Royal Family in the United Kingdom. But that’s not why we interviewed him. We interviewed Sandro because of the insight and wisdom he brings to the client acquisition process. In this episode of The Top Advisor Podcast, Referral Coach Bill Cates sits down with Sandro Forte, … Continue reading Ep. #32: 5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP →

Duration:00:46:34

Ep. #31: The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP®

11/9/2022
How would you like to turn high net worth prospects into clients in the very first meeting, instead of chasing them or wondering if they are going to come back for a second appointment? I think it’s safe to say that your answer to the above question is “yes” – as long as that prospect … Continue reading Ep. #31: The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP® →

Duration:00:37:57

Ep. #30: Asking for Referrals and Getting Referred Up With Maribeth Kuzmeski, PhD. (Part 2)

10/26/2022
In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D (RedZoneMarketing.com) about creating more unsolicited referrals. In Part 2, we flip the table! Maribeth is interviewing Bill about asking for referrals and how to get referred up! Maribeth Kuzmeski Gets Bill to Discuss: Why getting referrals without asking is incomplete. The … Continue reading Ep. #30: Asking for Referrals and Getting Referred Up With Maribeth Kuzmeski, PhD. (Part 2) →

Duration:00:37:31

Ep. #29: The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth Kuzmeski, PhD.

10/12/2022
Every financial advisor wants referrals without asking – as long as those prospects are an ideal fit for their business. How do you get these qualified unsolicited referrals? And what’s the difference between pursuing unsolicited referrals and actually asking for referrals? In Part 1 of this 2-part interview, Referral Coach Bill Cates CSP, CPAE, interviews … Continue reading Ep. #29: The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth...

Duration:00:39:37

Ep. #28: Building a Referral Only Practice on a Powerful Story With Tyson Vines

9/28/2022
When it comes to building a referral only practice, you want to attract prospects and build client relationships by making two intertwined connections. You want to make a value connection and you want to make a personal connection. Both are necessary, though the mix of the two may vary from client to client. In this … Continue reading Ep. #28: Building a Referral Only Practice on a Powerful Story With Tyson Vines →

Duration:00:37:01

Ep. #27: Triple Threat: The Exponential Power of an Effective Financial Advisor Website, Podcast, and Target Market with Jeremy Keil, CFP®, CFA, CIMA®

9/14/2022
Is your marketing strategy a Triple Threat? There are three important marketing strategies that every top advisor should consider using in their effort to attract more Right-Fit Clients: A well-defined, profitable target market. A financial advisor website focused on client acquisition (not just a “digital brochure.”) A podcast that creates credibility in your target market. … Continue reading Ep. #27: Triple Threat: The Exponential Power of an Effective Financial Advisor Website, Podcast,...

Duration:00:42:56

Ep. #26: How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC

8/3/2022
According to Forbes, “Millennials will hold five times as much wealth as they have today, and the group is anticipated to inherit over $68 trillion from their Baby Boomer parents by the year 2030. This will represent one of the greatest wealth transfers in the modern times.” There are already approximately 618,000 millennial millionaires. Millennial … Continue reading Ep. #26: How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC →

Duration:00:39:22

Ep. #25: How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest

7/20/2022
Do you have a Personal Brand Story Do you know your “why” – as in, why you believe in the importance and value of your work? And are you using it to connect with your prospects and clients in a meaningful way – that leads to winning their business and generating referrals? In this episode … Continue reading Ep. #25: How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest →

Duration:00:47:13

Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick

6/22/2022
Sudden Wealth can strike in many ways. It can come through an inheritance, an athlete signing a lucrative contract, a legal settlement, the sale of a company, or even winning the lottery. Sudden wealth can bring elation and a host of challenges. Without a sound plan of action, sudden wealth can escape almost as quickly … Continue reading Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick →

Duration:00:40:21

Ep. #23: Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario

6/8/2022
Many top financial advisors use a target market strategy that enhances just about every other aspect of their client-acquisition efforts. They are able to build a reputation that begins to draw people in – where they are sought out by prospects with their hand raised saying, “I’ve heard great things about you. You were highly … Continue reading Ep. #23: Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario →

Duration:00:34:08

Ep. #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play

5/25/2022
In business, when you hear someone talk about the CEO’s role in a company, your first thought is that they’re the leader and top decision-maker for the company. What if we told you that there are two other integral roles in a company that also fall under the CEO umbrella? In this episode, Referral Coach … Continue reading Ep. #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play →

Duration:00:44:11

Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner

5/11/2022
Many business partnerships begin with two people coming together with like-minded business ideas. In the beginning things are great, both parties get along well and the creative juices flow. Eventually a legal partnership is formed. However, once the business is formed, do you know how your partner deals with setbacks and success? Do you know … Continue reading Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner →

Duration:00:39:51

Ep. #20: Cultivating a Company Culture that Drives Long-Term Success with Scott Leibfried, ChFC®, APMA®

4/27/2022
How much of a difference does your company culture really make for your clients and your employees? In this episode, Bill invites Scott Leibfried to talk about the “Premium Client Experience” and how his years in the industry have helped him develop the toolkit to strengthen his clients’ and employees’ relationship with his business. Bill … Continue reading Ep. #20: Cultivating a Company Culture that Drives Long-Term Success with Scott Leibfried, ChFC®, APMA® →

Duration:00:34:29

Ep. #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith

4/13/2022
When most people think of financial advisors who work with professional athletes, they probably imagine a glamorous lifestyle of spending time with their favorite players, getting a behind-the-scenes look into professional sports, and free tickets to games. But what is it really like being a financial advisor for athletes? In this episode, Referral Coach Bill … Continue reading Ep. #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith →

Duration:00:34:47

Ep. #18 – How to Produce Results at Levels Most Advisors Dream of With Robert Petrocelli

3/30/2022
If you ever doubted that hard work, along with a competitive mindset doesn’t pay off, you will want to listen to this episode. In this episode, Referral Coach Bill Cates talks with Bob Petrocelli, founder and managing director of Petrocelli Financial Services, LLC. With 42 years in the business, Rob will discuss what has brought … Continue reading Ep. #18 – How to Produce Results at Levels Most Advisors Dream of With Robert Petrocelli →

Duration:00:40:00

Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP®

3/16/2022
When I heard how Joe De Sena was using his personal Facebook page to build his business (and have fun in the process) I was skeptical. Boy was I wrong. In this episode, Bill Cates is joined (for a second time) by Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group, … Continue reading Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP® →

Duration:00:18:49

Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP® (Ep. 16)

3/2/2022
Having a very specific financial advisor new client onboarding process can get your relationship off to a great start – help them feel good about choosing you and create referrals early in the new relationship. In this episode, Referral Coach Bill Cates is joined by Rod Gibbings CFP®, senior executive financial consultant with Gibbings and … Continue reading Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP® (Ep. 16) →

Duration:00:24:56

The Truth about Social Media for Financial Advisors with Kristen Walker (Ep. 15)

2/16/2022
What is your relationship with social media? Social media for financial advisors means different things. Some advisors have embraced social media as a concept, posting content and occasionally engaging with others, but wonder why they bother because they haven’t seen any noticeable results. Other advisors have embraced social media as a way of strengthening their … Continue reading The Truth about Social Media for Financial Advisors with Kristen Walker (Ep. 15) →

Duration:00:40:58

Ep. #14: Financial Advisor Best Practices – What’s Working (and What’s Not)?

2/9/2022
Despite all the challenges in reaching qualified prospects, some advisors are doing quite well, while others are not rising to the challenges that we all face. So, what are the financial advisor best practices that separate the wheat from the chaff? In this episode, Bill Cates interviews Mark Williams, president and CEO of Brokers International, … Continue reading Ep. #14: Financial Advisor Best Practices – What’s Working (and What’s Not)? →

Duration:00:43:37

Ep. #13: Using Philanthropic Leadership to Grow Your Business and Serve Your Community With Jeff Chaddock

2/2/2022
It can be personally rewarding to make a contribution to a philanthropic cause to impact your community. But can philanthropic leadership be professionally rewarding as well? In this episode, Bill Cates speaks with Jeff Chaddock, a private wealth advisor at Envisage Wealth. Jeff has philanthropy in his DNA, which has been extremely helpful for the … Continue reading Ep. #13: Using Philanthropic Leadership to Grow Your Business and Serve Your Community With Jeff Chaddock →

Duration:00:41:55