Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
