Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #110 – Cultivating Community and Challenging Retirement Myths with Derek Coburn
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Thrilled to have interviewed Derek Coburn on the latest episode of the Top Advisor Podcast!
Derek built and sold a thriving financial practice, created the renowned networking community Cadre, and is a bestselling author challenging the conventional views on retirement.
Whether you’re a financial advisor or a growth-minded professional, his journey and perspectives are a must-listen. Here are 3 key takeaways for you:
- Curated Networking Beats Cold Outreach:
Derek found greater success – and deeper relationships – by moving away from mass networking events and instead hosting highly curated, small-group gatherings that create meaningful connections.
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Tired of large, impersonal networking events? Derek shares how hosting smaller, curated roundtable lunches led to deeper connections and eventually grew into Cadre, a thriving community for entrepreneurs and business leaders
– - Redefining Retirement:
Question the traditional model of retirement. The story of Derek’s Dad and his book Let’s Retire Retirement shows that maintaining purpose beyond 65 can not only improve well-being but also offer financial flexibility.
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Derek challenges traditional thinking about retirement, asking: Should we be steering clients toward a destination they may not truly want?
– - It’s About Being Present, Not Just Planning:True wealth is about maximizing meaningful moments with family and friends throughout life—not deferring them until “someday.” Don’t underestimate the value of $50,000 moments.
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Check out this episode for practical ideas on building your network, challenging outdated industry advice, and living life more fully now and later!
Episode Sponsors:
Connect with Derek Coburn:
- www.DerekCoburn.com
- https://www.cadredc.com/
- linkedin.com/in/derekcoburn
- Book: Let’s Retire Retirement
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- Grab your copy of The Hidden Heist today!
Connect With Bill Cates:
About Our Guest
Derek Coburn is an entrepreneur and financial advisor with over twenty- years of experience. His passion for connecting remarkable professionals led him, along with his wife, Melanie, to start a professional community for CEOs and entrepreneurs called CADRE.
He enjoys traveling and live music and cherishes being a husband and father above all else. Coburn is the bestselling author of Networking Is Not Working. He lives in Virginia with Melanie and their two sons.
As the co-founder of CADRE, an exclusive “un-networking” community for top business leaders, Derek specializes in fostering meaningful professional connections. Through his work, he continues to help individuals and businesses create lasting value beyond conventional career paths.
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About Your Host
Bill Cates, CSP, CPAE, works with financial advisors to speed up their growth without increasing their marketing budget.
Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence, communicate their value proposition more effectively, blend digital and human strategies, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right-Fit Clients™.
Bill is the author of 8 books including Get More Referrals Now, Beyond Referrals, Radical Relevance, The Language of Referrals, and The Hidden Heist. He is the founder of The Cates Academy for Relationship Marketing™ and is the host of the acclaimed Top Advisor Podcast – now ranked in the Top 3% of podcasts worldwide.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
