Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
-
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.
-
Ep. #36 - Attracting Affluent Women – Great Niche Markets for Financial Advisors with Russ Thornton
In this episode, Bill interviews Russ Thornton, founder and principal of Wealthcare for Women. Russ explains the benefits of focusing on niche markets for financial advisors and how he found success in serving women in their pre-retirement age.
-
Ep. #35 - Before You Ask for Referrals, Get Your Mindset Right with Bill Cates, CSP, CPAE
Your ability to ask for referrals – to get more new clients through personal introductions – has to start with your mindset. In this “solo series” episode, Bill Cates will help flip the switch in your brain so you can begin to ask for referrals without begging or pushing.
-
Ep. #34 - “Growing Wellthy”: The Importance of Holistic Financial Planning with Stevyn Guinnip
In this episode, Referral Coach Bill Cates interviews Stevyn Guinnip, “the girl named Stevyn”, Founder & CEO of Grow Wellthy about holistic financial planning. Bill and Stevyn discuss how many financial advisors are creating value and building stronger relationships with their clients by helping them with both their financial wellness and physical wellness.
-
Ep. #33 - How One Advisor Built a $1M+ Boutique Financial Practice Taking 12 Weeks Off Per Year with Anat Yoder, CFP®, CRPS®
In this episode, Bill interviews Anat Yoder, CFP®, CRPS®, Principal and Wealth Manager at Yoder Wealth Management. Anat explains how she and her business partner (husband Michael Yoder), have been able to significantly reduce the amount of time they spend working so they can have a healthy work-life balance.
-
Ep. #32 - 5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP
In this episode, Bill Cates sits down with Sandro Forte, CEO of Forte Financial Group, a financial planning firm in the U.K. Bill and Sandro discuss using the right processes AND the right words to move prospects along to becoming clients.
