Bill Cates, CSP, CPAE, internationally recognized client-acquisition expert and best-selling author, sits down with the financial service industry’s top performers to learn their secrets to sustained success.
These brief but brilliant interviews will get right to the heart of what each top advisor is doing to acquire more right-fit clients. You’ll be reminded, renewed, and inspired to take powerful action.
Ep. #2:Using Retirement Parties to Grow Your Business with Joe De Sena, CFP®, MBA
In this episode, Bill is joined by Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group. Bill and Joe discuss client engagement, and how Joe has found success hosting retirement parties for his clients.
Ep. #1: Welcome to the Top Advisor Podcast! with Bill Cates, CSP, CPAE
In this debut episode of The Top Advisor Podcast, client-acquisition expert Bill Cates introduces the show and gets right into practical ideas and strategies that many advisors are already using to fuel their growth.