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Interviews with Top Advisors for Top Advisors!

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Podcast Category: Referrals & Introductions

Ep. #35 – Before You Ask for Referrals, Get Your Mindset Right with Bill Cates, CSP, CPAE

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Ep. #33 – How One Advisor Built a $1M+ Boutique Financial Practice Taking 12 Weeks Off Per Year with Anat Yoder, CFP®, CRPS®

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Ep. #31 – The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP®

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Ep. #30 – Asking for Referrals & Getting Referred Up (Part 2) – with Maribeth Kuzmeski, PhD.

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Ep. #29 – The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth Kuzmeski, PhD.

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Ep. #28 – How to Build a Referral Only Practice on a Powerful Story with Tyson Vines

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Ep. #27 – The Exponential Power of an Effective Financial Advisor Website + Podcast + Target Market with Jeremy Keil, CFP®, CFA, CIMA®

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Ep. #24 – How to Guide Your Clients as a Sudden Wealth Financial Advisor with Myah Moore Irick

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Ep. #23 – Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario

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Ep. #19– What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith

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