Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
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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.
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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.
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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.
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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.
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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.
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Ep. #31 - The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP®
In this episode, Bill Cates sits down with Erin Botsford, CFP, Founder & CEO of The Advisor Authority, and author of Seven Figure Firm. Bill and Erin discuss strategies for turning high net worth prospects into clients in the very first meeting,
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Ep. #30 - Asking for Referrals and Getting Referred Up (Part 2) with Maribeth Kuzmeski, PhD.
In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D about creating more unsolicited referrals. In Part 2, we flip the table and Maribeth interviews Bill about asking for referrals and how to get referred up!
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Ep. #29 - The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) with Maribeth Kuzmeski, PhD.
In part 1 of this 2-part interview, Bill interviews Maribeth Kuzmeski, PhD., President of RedZone Marketing, author, and marketing professor at Oklahoma State University to find out what mistake’s advisors are making and why unsolicited referrals are the best way to get new clients.
