Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
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Ep. #84 - EXACTLY What to Say (And Ask) with Phil M. Jones, CSP, CPAE
In this enlightening episode of the Top Advisor Podcast, host Bill Cates sits down with Phil M. Jones, CSP, CPAE, the renowned expert and author of the bestselling book – Exactly What to Say: The Magic Words for Influence and Impact. Phil and Bill delve into the art and science of building an effective flow of questions that advisors can use to build trust, gain new clients, and serve those clients better.
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Ep. #83 - Rethinking Financial Planning Fees for Fee Based Financial Advisors with Steven Kaplan CHFC® & Ben Skupp, CHFC®
In this episode, Bill Cates interviews Steven Kaplan CHFC® & Ben Skupp, CHFC® about their journey from burnout to creating a more fulfilling practice. They reveal how their Mindshift Program has empowered over 500 advisors to enhance their services and charge appropriately for financial advice.
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Ep. #82 - Financial Focus for College Athletes: A Winning Game Plan with Jeff Durr
In this episode, Bill interviews Jeff Durr, Senior Partner at RU Financial Athletic Department about his unique target market – focusing on helping college athletes plan for their futures. Bill and Jeff explore Jeff’s innovative “Lighthouse Effect” strategy, dive into the art of relationship building and brand growth through speaking engagements, and discuss practical insights into successful social media strategies.
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Ep. #80 - Building Productive Strategic Partnerships for Financial Advisors with Duncan MacPherson
In this episode, Bill and Duncan MacPherson discuss why the phrase “centers of influence” might be restricting your flow of new clients, and how shifting to “strategic partnerships” might just lead to more seamless client referrals and effective introductions.
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Ep. #79 - Why YOUR Money Beliefs Matter to YOUR Clients with Tammy Lally, Certified Money Coach®, LUTCF
In this episode, Bill interviews Tammy Lally, CMC®, LUTCF, a certified money coach, financial planner, TED speaker, and author of the book “Money Detox,” about the unproductive and limiting beliefs about money that many financial advisors unknowingly harbor.
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Ep. #78 - Maximizing Client Engagement: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel
Bill interviews Jeff Jackel, Chief Strategy Officer and Co-founder of Client Giant, to tap into his expertise on how financial advisors can enhance their referability through personalized client experiences and automated thoughtfulness.
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Ep. #77 - Using Financial Advisor Video Marketing to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP®
In this episode, Bill Cates interviews Katie Braden, CFP®, Founder and Chief Video Officer of Advisor Video Marketing, to explore how financial advisors can effectively use video to attract new clients and strengthen current client relationships.
