Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
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Ep. #54 - Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones
In this episode, Bill interviews Randy Jones, Wealth Management Advisor at Financial Growth Partners. Randy shares his insights on family legacy planning, emphasizing the need to connect all aspects of a client’s life to create a comprehensive financial plan.
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Ep. #53 - Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP®
In this episode, Bill and his guest Misty Lynch, CFP® have a lively discussion about the power of financial advisor podcasts in generating new clients, as well as the limiting beliefs and mistaken assumptions around money that many of your prospects hold.
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Ep. #52 - Using Curiosity to Ignite Your Prospecting and Client Acquisition with Chris Ridgway
Bill interviews Chris Ridgway about the power of curiosity in the financial advisory industry, emphasizing the importance of being genuinely interested in people and their stories. Chris shares his unique approach to client acquisition through observation, connection, common interests & aligning values.
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Ep. #51 - Creating Interesting, Edgy, and Authentic Content Marketing for Financial Advisors That Turns Prospects into Clients with David B. Armstrong, CFA
In this episode, Bill interviews David Armstrong, President & Co-Founder of Monument Wealth Management. They talk about the role of differentiation and the benefits of clear, concise messaging in content marketing for financial advisors.
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Ep. #50 - How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin, CPA, CFP®
In this episode, Bill interviews Ellen Rogin CPA, CFP® – Abundance Activist, Financial Intuitive, and a New York Times best-selling author. Bill & Ellen explore how your clients’ emotions and beliefs interact with your own emotions and beliefs – to either reduce or increase client stress.
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Ep. #49 - LinkedIn for Financial Advisors: Insider Strategies for Getting Your Posts Seen with Richard Bliss
In this episode, Bill Cates interviews Richard Bliss, CEO of BlissPoint and Author of DigitalFirst Leadership. They explore key strategies around LinkedIn for financial advisors, designed to help you turn the social media platform into an effective business-building tool.
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Ep. #48 - Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham
In this episode, Bill Cates and Steve Gresham delve into the fascinating world of longevity planning and the importance, as advisors, of anticipating the unexpected to help clients navigate life events with expertise and care.
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Ep. #47 - From Bucket Lists to "Live It Lists" – An Advisor’s Path to $1M in Annual Production in Just 5 Years with Nicole Middendorf, CDFA
In this episode, Bill sits down with Nicole Middendorf to discuss her insights around combining financial planning with helping clients achieve their goals and dreams.
