Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
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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.
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Ep. #23- Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario
In this episode, Bill speaks with Don Hilario, financial advisor and founder of Hilpan Moxie. Bill and Don discuss how Don found his niche working with Big Tech clients, specifically Google, and how having a very clear target market strategy can earn you validation as an advisor.
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Ep. #22- The 3 Essential CEO Roles That Every Entrepreneur Financial Advisor Must Play with Travis Ray Chaney
In this episode, Referral Coach Bill Cates speaks with Travis Ray Chaney, CEO of Dynamic Directions (D2). Bill and Travis talk about the three essential CEO roles in a company that every entrepreneur financial advisor should know about.
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Ep. #21 - The Ins & Outs of Succession Planning for Financial Advisors with Karen Jessey & Neill Turner
In this episode, Bill speaks with Karen Jessey & Neill Turner from Strategic Wealth Partners about how to successfully navigate the ins and outs of a business partnership, as well as specific considerations around succession planning for financial advisors. They share the process they’ve taken to build Neill’s acumen as the successor of the business as Karen moves towards retirement.
