In this episode, Bill Cates and Steve Gresham delve into the fascinating world of longevity planning and the importance, as advisors, of anticipating the unexpected to help clients navigate life events with expertise and care.
In this episode, Bill sits down with Nicole Middendorf to discuss her insights around combining financial planning with helping clients achieve their goals and dreams.
In this episode, Bill sits down with Paul G. McManus, author of The Short Book Formula: A Financial Professional’s Guide to Writing a Book in 6 Weeks to Attract Ideal Clients to discuss the process of writing, producing, and leveraging a book.
In this case study episode, Bill interviews Stephen Beach, Co-Founder of Craft Impact, about their work with Burney Wealth Management. They discuss Burney Wealth’s prior marketing struggles, and how Craft Impact helped them develop effective messaging, a results-generating website, and greater overall clarity in their marketing.
In this episode, Bill Cates interviews Craig Richman (founder of Richman Capital Management), about his motivation to build a “lifestyle” practice that focuses on financial planning for women.
In this “solo series” episode, Bill Cates discusses a few of the most common questions that come up about niche marketing and the best target markets for financial advisors.
In this episode, Bill Cates interviews Michael Goldberg – consultant, trainer, and author of Knock Out Networking – about strategies that financial advisors can implement to become successful networkers.
In this episode, Bill interviews Julie Littlechild- founder of Absolute Engagement and author of The Pursuit of Absolute Engagement– about strategies that advisors can use to maximize referrals & introductions by moving their clients from satisfied to engaged.