Ep. #108 - Maximizing Client & Advisor Outcomes Through Cash Flow Management with David Mozeika

Curious how top advisors are doubling client savings and investing rates and boosting their own business?

Tune in to hear top financial advisor David Mozika share his game-changing “income under management” strategy, offering simple shifts you can make to transform your clients’ lives, increase revenue, and massively increase your referabilty.

Ep. #107 - Top Advisor Growth Strategies (Part 1) with Bill Cates

Want to see what other successful advisors are doing to attract their ideal clients?  In this special solo episode, Bill Cates, CSP, CPAE shares proven strategies, real-life examples, and actionable tactics top advisors are using to build trust, enhance client engagement, generate referrals, and move from incremental growth to exponential growth.

Get inspired, pick up some fresh ideas, and bring in more Right-Fit Clients!

Ep. #106 - Unlocking Profitability for You and Your Clients with Mike Michalowicz

Unlock the secrets to a more profitable business with this engaging conversation between Bill Cates and bestselling author Mike Michalowicz, author of Profit First.

This interview will give you many ideas to bring serious value to your business owner clients – boosting loyalty and referability – while also learning how to build a healthier (more profitable) business for yourself.

Tune-in for a lively and insightful conversation with real-world content.

Ep. #105 - Your Road Map to Ideal Clients, Ideal Business, and Ideal Life with Bill Bachrach, CSP, CPAE

In this episode, Bill Cates interviews Bill Bachrach, a pioneer of the trusted advisor movement, on how to build a truly ideal financial advisory practice.

They explore why many advisors end up overworked and under-earning and how to shift toward fewer, higher-value client relationships built on deep trust.

You’ll gain practical insights on asking better questions, strengthening emotional connections, increasing recurring revenue, and avoiding common industry pitfalls. They also discuss trends like flat fees, AI, and new research on high-net-worth clients to help you refine your growth strategy.

Ep. #104 - Building an 8-Figure Financial Practice with Julia Carlson

For many advisors, the benchmark of a successful financial practice is 1 million dollars in annual production.  Some advisors hit that mark and then reach what Dan Sullivan called many years ago, “The Ceiling of Complexity.”

But why stop at a 7-figure practice when it’s possible to create an 8-figure practice? That’s what today’s guest has done.

Even if you don’t aspire to that level of production, you’ll find this interview filled with ideas and perspectives you can apply to your own situation.

Ep. #103 - Rewire Your Brain: The Neuroscience Behind the Emotions and Beliefs That Drive Financial Decisions with Tessa Santarpia

Ever wonder why clients panic during market downturns, or why logic just doesn’t cut it sometimes? In this episode, Bill Cates chats with neuroscience expert Tessa Santarpia about brain wiring, money stories, and simple strategies to boost empathy and trust. Be ready to reflect on your own brain’s money wiring – to lead yourself and your team to greater success. You’ll want to hear this!

Ep. #102 - Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE

Decades of client research reveal a new reality: satisfaction doesn’t guarantee loyalty. Bill Cates and Richard Weylman uncover what truly drives advocacy, from empathetic communication to designing client experiences that resonate on a personal level.

Ep. #101 - Becoming the First-Call Advisor: Insights from a Family Office Expert with Rich Wolkowitz

Discover what really happens inside a family office – and what financial advisors can learn from it. In this episode, Bill Cates interviews Rich Wolkowitz, attorney, advisor, and founder of Xylogenesis, who shares stories from the White House to advising ultra-wealthy families, plus practical tips on becoming your clients’ “first call” advisor.