Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
-
Ep. #44 - Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®
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.
-
Ep. #43 - Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE
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.
-
Ep. #42 - The Power of Effective Networking for Financial Advisors with Michael Goldberg
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.
-
Ep. #41 - Client Experience vs. Engagement: Strategies To Take Your Business To The Next Level with Julie Littlechild
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.
-
Ep. #40 - Explosive Growth and Getting Referrals Without Asking with Warren Brooks and Terry Parham Jr.
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.
-
Ep. #39 - 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU
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.
-
Ep. #38 - 2 Big Marketing Strategies for Financial Advisors That Most Fail to Use with Sara Grillo, CFA
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.
-
Ep. #37 - Strategies for Attracting Affluent Women Clients with Adri Miller-Heckmann
In this episode, Bill Cates interviews Adri Miller-Heckmann, Founder of FemXAdvisor, about how advisors can make just a few adjustments in their practices to attract more affluent women clients.
