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.
In this episode, Bill interviews Warren Brooks & Terry Parham – Co-Founders of Innovative Wealth Building. They explain how they’ve built a steady flow of unsolicited referrals with a strong emphasis on building personal relationships with clients.
In this episode, Bill Cates interviews Todd Gillingham – the founding partner of Landmark Wealth Management Group – about how he and his team are using video, target marketing, and storytelling to maintain continual growth with ideal clients.
In this lively interview, Bill Cates and Sara Grillo discuss 2 important (but often overlooked) marketing strategies for financial advisors – the concepts of transparency and brevity – and how to use those concepts in communicating your value.