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.

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.

Ep. #61 – Becoming Fluent with "The Language of Referrals" – A Special Episode with Special Guest Host Bob Burg

In this special episode, the tables are turned and Bob Burg (author of Endless Referrals and The Go-Giver Series) interviews Bill Cates to discuss the release of Bill’s latest book, The Language of Referrals. Bob and Bill explore the core principles and practical strategies for mastering the art and skill of building a referral-based business.

Ep. #60 – The Biggest Mistake Clients & Advisors Make in Life Expectancy Planning with Mark Pace, CLU, RHU, ChFC

In this episode, Bill Cates and Mark Pace discuss the fact that the majority of people underestimate how long they are going to live. Therefore, most people don’t plan properly, and most financial advisors aren’t even aware of this.

Ep. #59 – Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC®

In this episode, Bill Cates and Mando Sallavanti III, CFP®, CLTC® discuss Mando’s journey to success as a financial advisor using LinkedIn. Mando emphasizes the power of authenticity and active engagement on the platform, making 70 comments per day to attract potential clients. (Say what?)

Ep. #58 – Building Connections that Turn into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting with Alice Tang, ChFC, MIM

In this episode, Bill Cates interviews Alice Tang, VP & Partner at BPG Wealth Management LLC, about the importance of strategy and discipline when targeting millionaire women, including practical advice for building authentic connections, creating impactful conversations, and nurturing relationships.

Ep. #56 - Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis

Ep. #55 - Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko

In this episode, Bill Cates interviews Kalli Fedusenko, Founder of KalliCollective. They explore the crucial aspects of building relationships with clients and prospects via the client journey process, and the power of online platforms in your marketing.