In this episode, Bill Cates sits down with Sandro Forte, CEO of Forte Financial Group, a financial planning firm in the U.K. Bill and Sandro discuss using the right processes AND the right words to move prospects along to becoming clients.
In this episode, Bill Cates sits down with Erin Botsford, CFP, Founder & CEO of The Advisor Authority, and author of Seven Figure Firm. Bill and Erin discuss strategies for turning high net worth prospects into clients in the very first meeting,
In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D about creating more unsolicited referrals. In Part 2, we flip the table and Maribeth interviews Bill about asking for referrals and how to get referred up!
In part 1 of this 2-part interview, Bill interviews Maribeth Kuzmeski, PhD., President of RedZone Marketing, author, and marketing professor at Oklahoma State University to find out what mistake’s advisors are making and why unsolicited referrals are the best way to get new clients.
In this episode, Referral Coach Bill Cates is joined by Tyson Vines, Founder & Financial Advisor of V Financial Partners, to talk about his process for winning new clients and building highly referable relationships with them.
In this episode, Bill Cates sits down with Jeremy Keil, founder of Keil Financial Partners, to discuss how Jeremy combines a target market, podcast and effective financial advisor website to create an impact greater than the sum of its parts.
In this episode, Bill Cates is joined by Ivory Johnson, CFP®, ChFC, and founder of Delancey Wealth Management. Ivory and Bill explain the importance of attracting a younger clientele, how to target millennials by adjusting your approach, and how this will benefit your business.
In this episode of Top Advisor Podcast, Bill Cates welcomes Deirdre Van Nest, Founder of Crazy Good Talks. Deirdre shares a touching story that revolves around a personal tragedy, and highlights the power of financial advisors sharing their “why” in their personal brand story.