Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
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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.
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Ep. #71 - The Future of Niche Marketing for Financial Advisors: Proper Diagnosis and Targeting with Reese Harper, CFP®
In this episode, Bill Cates and guest Reese Harper – founder of Dentist Advisors – take a deep dive into the strategic benefits of niche marketing for financial advisors.
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Ep. #70 – Strategic Email Marketing for Financial Advisors with James Pollard
In this episode, Bill Cates interviews James Pollard, the host of The Financial Advisor Marketing Podcast and founder of TheAdvisorCoach.com. Bill and James discuss the secrets to cutting through the email clutter, attracting Right-Fit Clients™, and leveraging email to increase your revenue without boosting marketing expenses.
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Ep. #69 – Growth Through Books and Financial Advisor Target Markets with Michael Budnick
In this episode, Michael Budnick, a holistic fiduciary investment adviser with Royal Fund Management, shares his unique story and lessons learned in building his business. He demonstrates the importance and value of focusing on a specific target market, and the role of his books in attracting new clients.
