Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
ALL EPISODES
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Ep. #11 – Growing Your Business Without Prospecting with Randy Carver, CRPC®, CDFA®
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.
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Ep. #10 – Adding a Target Market to An Already Successful Practice with Tiffany Charles
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.
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Ep. #9 – Attract More Ideal Clients Using Reputation Marketing with Malcolm Ethridge CFP®, CRPC®
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.
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Ep. #8 – How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA®
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.
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Ep. #7 – Build a Successful Business Operating By Referral Only with Diana DeFrate CFP®, CLU® and Katriina Paavola CFP®
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!
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Ep. #6 – Client Appreciation Events: Using Retirement Parties to Grow Your Business with Joe De Sena, CFP®
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.
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Ep. #5 – Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC
In this episode, Bill Cates is joined by Bryan Sweet CLU®, ChFC®, founder and CEO of Sweet Financial Services, to discuss how Brian uses his client onboarding program (“The 90 Day Dazzle”) to drastically increase his referrals earlier in his new-client relationships.
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Ep. #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey CFP®
In this episode, Bill is joined by Peter Oldziey CFP®, of Peter A. Oldziey & Associates. Peter discusses his vision for his ideal life and business, and how he executed a business plan that created both.
