Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
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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.
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Ep. #28 - How to Build a Referral Only Practice on a Powerful Story with Tyson Vines
In this episode, Referral Coach Bill Cates is joined by Tyson Vines, Founder & Financial Advisor of V Financial Partners, to talk about his process for winning new clients and building highly referable relationships with them.
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Ep. #27 - The Exponential Power of an Effective Financial Advisor Website + Podcast + Target Market with Jeremy Keil, CFP®, CFA, CIMA®
In this episode, Bill Cates sits down with Jeremy Keil, founder of Keil Financial Partners, to discuss how Jeremy combines a target market, podcast and effective financial advisor website to create an impact greater than the sum of its parts.
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Ep. #26 - How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC
In this episode, Bill Cates is joined by Ivory Johnson, CFP®, ChFC, and founder of Delancey Wealth Management. Ivory and Bill explain the importance of attracting a younger clientele, how to target millennials by adjusting your approach, and how this will benefit your business.
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Ep. #25 - How Your Personal Brand Story Attracts New Clients with Deirdre Van Nest
In this episode of Top Advisor Podcast, Bill Cates welcomes Deirdre Van Nest, Founder of Crazy Good Talks. Deirdre shares a touching story that revolves around a personal tragedy, and highlights the power of financial advisors sharing their “why” in their personal brand story.
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Ep. #24 - How to Guide Your Clients as a Sudden Wealth Financial Advisor with Myah Moore Irick
In this episode, Bill Cates speaks with Myah Moore Irick, who has built and sustained a highly successful practice as a sudden wealth financial advisor helping her clients navigate their newfound fortune and resulting challenges.
