Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
COMPLIMENTARY HIGH-CONTENT WEBINAR:
“Using the Power of Podcasting to Get More Referrals”
Connect Authentically | Build Trust | Win New Clients
Hosted By: Bill Cates, CSP, CPAE
⭐ With Featured Podcast Expert: Matt Halloran,
Co-Founder of ProudMouth
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Thursday, April 10, 2025 @ 1pm Eastern
(12pm Central, 11am Mountain, 10am Pacific)
REGISTER SHARE WITH A COLLEAGUE
Podcasting helps you build trust, attract your ideal prospects, and generate more referrals.
With a podcast, your prospects experience your expertise and personality. They come to you already knowing who you are and ready to work with you.
Bill and Matt will provide case studies of how financial advisors use their podcast to retain existing clients, attract new clients, and increase referrals from COIs.
⭐ What You’ll Gain From This Webinar ⭐
➡️ A Proven Strategy for Increasing Referrals – The 5 major ROIs for your practice and Bill’s exact thought process for creating a podcast that builds trust with high-quality prospects.
➡️ A Simple and Efficient Way to Get More Client Recommendations – both natural and effective.
➡️ A Way to Stay On Their Radar 24/7 – Using ProudMouth’s Atomic Content Formula, discover how to repurpose your best podcast moments into videos and social posts that keep you top of mind.
➡️ Biggest Podcasting Lessons From Bill Cates – Hear firsthand what worked, what didn’t, and what truly drives results from Bill’s experience with hosting a podcast that’s ranked in the Top 5% of podcasts globally by ListenNotes.com.
➡️ Live Q&A With the Experts – Get your biggest podcast questions answered and walk away with actionable next steps.
“Our podcast has had an impact on how quickly an ultra-high-net-worth lead said yes and how deeply they engaged us. It’s the shortest sales cycle we’ve ever had.”
– Derek Myron, Centura Wealth
“It’s been wonderful to direct people to my podcast to help them solve their problems. Clients say they never miss an episode. ProudMouth has helped give me the credibility I need to start building that foundation of trust.”
– Tim Whisler, The Whisler Agency
In just one year of podcasting, almost every new client this past year said they had listened to my podcast, and that was a key step in getting them to call me.”
– Adri Miller-Heckman, FemX Advisor
Come Ready to Have Your Questions Answered!
*** MANAGERS: Gather your reps together for a training session, either in-person or on Zoom.
(Create time after the webinar for your reps to discuss their action steps.)
REGISTRATIONS ARE LIMITED — Reserve Your Seat Today!
REGISTER SHARE WITH A COLLEAGUE
ABOUT YOUR HOSTS
As the Co-Founder of ProudMouth, Matt Halloran has helped hundreds of experts amplify their authority and grow their businesses through podcasting. Ranked a Top 10 Influencer for Financial Advisors, he has a proven track record of helping professionals stand out.
An esteemed host and guest, Matt has shared his marketing insights on over 1,000 podcast episodes, including the acclaimed Queer Money® Podcast and The VIBE with Kelly Cardenas. His expertise has made him a sought-after keynote speaker, with invitations to present to audiences like Orion, T3, MarketCounsel, and Hightower, and he has been a featured speaker at many leading industry events, including Jolt, Carson Excell, Fearless Investing, and MDRT.
Matt’s latest book, “Shut the F Up and Listen: How to Solve the World’s Problems,” has earned high praise from industry leaders like Dr. Daniel Crosby and Jerome Meyers.
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, 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 3 bestselling books, Get More Referrals Now, Beyond Referrals, and Radical Relevance. Bill’s newest book, The Language of Referrals gives you the word tracks and scripts to become appropriately proactive for quality introductions. He is the founder of The Cates Academy for Relationship Marketing™, was named the #1 Financial Advisor Influencer by Indigo Marketing, and is the host of the acclaimed Top Advisor Podcast – now ranked in the Top 5% of podcasts worldwide.