Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
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Ep. #20 - Cultivating a Company Culture That Drives Long-Term Success with Scott Leibfried, ChFC®, APMA®
How much of a difference does company culture really make for your clients and your employees? In this episode, Bill invites Scott Leibfried to talk about the “Premium Client Experience” and how his years in the industry have helped him develop the toolkit to strengthen his clients’ and employees’ relationship with his business.
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Ep. #19– What’s the Skinny on Becoming a Financial Advisor for Professional Athletes? with Walter Stith
In this episode, Bill sits down with Walter Stith, former NFL offensive lineman turned financial advisor for Morgan Stanley, ranked by Forbes as one of America’s Next Gen Advisors. Walter discusses the lessons he learned while playing professional football, and the importance of protecting your finances from blindside hits.
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Ep. #17– How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP®
In this episode, Bill Cates is joined (for a second time) by Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group, to discuss Facebook marketing for financial advisors. Joe discusses his success in using Facebook as a tool for enhanced client engagement, business growth, and lots of fun, without running Facebook Ads.
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Ep. #16 – Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience with Rod Gibbings, CFP®
Bill is joined by Rod Gibbings CFP®, senior executive financial consultant with Gibbings & Associates Private Wealth Management. Rod discusses how he uses his proprietary Transition Navigator onboarding process to deliver a wow experience. He also shares how he produces a regular flow of video messages to boost client engagement, gain new clients, and acquire more assets to manage.
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Ep. #15 – The Truth About Social Media for Financial Advisors with Kristen Walker
In this episode, Bill Cates sits down with Kristen Walker, VP of Marketing at Michigan Financial Companies. They discuss several marketing ideas, including how advisors can implement social media & target marketing into their marketing plan to increase client engagement and attract new clients.
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Ep. #14 – Financial Advisor Best Practices: What’s Working (and What’s Not) with Mark Williams
In this episode, Bill interviews Mark Williams, President and CEO of Brokers International, to discuss financial advisor best practices for connecting with more Right-Fit Clients™. Mark speaks to hundreds of financial professionals each year, so he’s in a unique position to see what’s working, and where advisors are wasting their time, energy & dollars.
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Ep. #13 – Using Philanthropic Leadership to Grow Your Business and Serve Your Community with Jeff Chaddock, CRPC®, APMA®
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.
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Ep. #12 – Using the “Wow Factor” to Maximize Client Engagement and Create Advocates with Scott Miller
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.
