Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
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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.
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Ep. #68 – How to Find Your Niche Market and Craft Your Origin Story to Build Trust with Dan Brothers, CFP®
In this episode, Bill interviews financial advisor Dan Brothers, CFP®, who shares his insights on using his origin story to build rapport and trust with clients. Dan also shares his strategy for selecting and focusing on a clear target market.
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Ep. #67 – The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum
In this episode, Bill interviews David Kirshenbaum, a Tiger 21 Chair, who sheds light on the unique perspectives and requirements of wealthy entrepreneurs. Bill and David discuss the fact that these wealthy entrepreneurs are not solely focused on accumulating wealth but also on preserving their assets.
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Ep. #66 – 6 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey
In this episode, Bill interviews Tony Maree Torrey, business coach and author of Your Million Dollar Accelerator: Six Proven Strategies to Grow a 7-Figure Financial Practice. Bill and Tony Maree dive into Tony’s 6 core strategies for forging solid client relationships and becoming a standout financial advisor.
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Ep. #65 – Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson
In this episode, Bill Cates interviews Abbey Henderson, CFP®, CEO, Wealth Advisor & Coach, Abaris Financial Group. Abbey explains her holistic approach to financial planning that integrates life coaching.
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Ep. #64 – Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins
In this episode, Bill Cates interviews Jason Jenkins – EVP Of Sales at Simplicity Group – about the indispensable value of human connection and personalized storytelling for financial advisors .
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Ep. #63 – Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP
In this episode, Bill Cates interviews nutritional expert and author David Meinz about strategies to help advisors bring powerful health knowledge to their clients. By helping their clients stay healthy so that they are able to enjoy their wealth, this, in turn, creates deeper client relationships and generates more referrals.
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Ep. #62 – The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE
In this episode, Bill Cates has a compelling conversation with Jay Baer about the critical role of speed and responsiveness in client service for financial advisors. They discuss proactive communication, managing expectations, and the psychological effects of responsiveness on client trust.
