Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
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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.
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Ep. #76 - The Power of Total Client Relationships: Transforming Client Engagement for Exponential Growth with Tyson Ray, CFP®, CExP®, CIMA®
Bill interviews Tyson Ray, CEO / founding partner of FORM Wealth Advisors and author of the book The Total Relationship: Four Steps to Breaking the Mold, Transforming the Financial Advisor-Client Partnership and Building True Wealth. With a nearly $1 billion portfolio, Tyson shares his innovative approach to planning that shifts focus from performance metrics to building total relationships with clients.
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Ep. #75 - Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Barron Damon
In this episode, Bill Cates and Barron Damon, a Certified Philanthropic Coach, take a deep dive into the world of strategic financial advisor philanthropy and meaningful giving.
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Ep. #74 - How Target Markets and Work-Life Balance Drive Client Growth with Chad Hufford
In this episode, Bill Cates interviews Chad Hufford, owner of Veritas Wealth Management and bestselling author of “Forging Financial Freedom,” to discover how he built a successful financial practice that prioritizes both high achievement and personal freedom through work-life balance.
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Ep. #73 - Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC®
Bill interviews Yohance Harrison – Founder/CEO of Money Script Wealth Management – about the journey from financial illiteracy to financial empowerment. Yohance shares his methods for educating clients, the importance of targeting a specific market, and his powerful approach to generating referrals by nurturing client relationships.
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Ep. #72 - Boost Client Loyalty and Revenue with Client Events for Financial Advisors with Angela York & Elyse Stoner
Bill Cates interviews Angela York and Elyse Stoner from Event Advisors to share real-life examples of how client events for financial advisors can be leveraged successfully to deepen relationships, boost loyalty, and attract new clients.
