In this episode, Bill Cates speaks with Jeff Chaddock, a private wealth advisor at Envisage Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jeff has philanthropy in his DNA, which has been extremely helpful for the charities and people in his community, and has been instrumental in making him a go-to advisor for many.
In this episode, Bill speaks with E. Scott Miller, VP & Investment Officer at Wells Fargo Advisors. Scott shares how he’s created the “wow factor” in his business relationships, as well as how his client engagement strategy has led to incredible loyalty and, in many cases, a number of referrals.
In this episode, Bill Cates speaks with Randy Carver CRPC®, CDFA®, President and CEO at Carver Financial Services, Inc. about how Randy and his team have brought in 25 new relationships along with $100 million in assets over the last three months without doing any prospecting.
In this episode, Bill interviews Tiffany Charles, Chief Growth Officer of Destiny Capital and Entrepreneur Aligned, about the process that she and her partners went through to establish an entirely new target market & brand for their business without jeopardizing the traditional part of their practice.
In this episode, Bill’s joined by Malcolm Ethridge CFP®, CRPC®, Executive VP & Financial Planner at CIC Wealth Management. Malcolm discusses how he’s dramatically grown his business in the last 6 months by focusing on his reputation within a very specific target market.
In this episode, Bill is joined by Albert Fox CFP®, CIMA®, executive director and financial advisor at Fox, Penberthy & Dehn. Al discusses how he worked to boost engagement with his clients and maintain truly authentic connections that maximize their client experience, and how he leverages those connections into introductions to more right-fit prospects.
In this episode, Bill Cates interviews Diana DeFrate CFP®, CLU® and Katriina Paavola, CFP® – founders of DeFrate & Paavola, LLC – to learn how they’ve built a successful “by referral only” business… without asking for referrals!
In this episode, Bill Cates interviews Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group, about how he uses retirement parties to create client loyalty for life and simultaneously reach new qualified prospects.