Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast
Interviews with Top Advisors for Top Advisors
ABOUT THE SHOW
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.
Ranked in the Top 5% of podcasts globally by ListenNotes.com, these brief but brilliant interviews will get right to the heart of what each top financial advisor is doing to acquire more right-fit clients. You’ll be reminded, renewed, and inspired to take powerful action.
You’ll impact more lives and increase your income at the same time.
Listen to the Premiere Episode Subscribe Now
Top Advisor Podcast is Proudly Sponsored By:
ALL EPISODES
-
Ep. #85 - Growing Your Practice Using Behavioral Finance and Advocates with Pamela Sams, BFA™, CRPC®, MBA
In this episode, Bill interviews Pamela Sams, founder of Jackson Sams Wealth Strategies. Pamela and Bill delve into Pam’s unique approach to client growth and the importance of understanding behavioral finance. Pamela shares her expertise in helping clients overcome psychological barriers to financial success, and discusses her strategies for building a thriving community of advocates.
-
Ep. #84 - EXACTLY What to Say (And Ask) with Phil M. Jones, CSP, CPAE
In this enlightening episode of the Top Advisor Podcast, host Bill Cates sits down with Phil M. Jones, CSP, CPAE, the renowned expert and author of the bestselling book – Exactly What to Say: The Magic Words for Influence and Impact. Phil and Bill delve into the art and science of building an effective flow of questions that advisors can use to build trust, gain new clients, and serve those clients better.
-
Ep. #83 - Rethinking Financial Planning Fees for Fee Based Financial Advisors with Steven Kaplan CHFC® & Ben Skupp, CHFC®
In this episode, Bill Cates interviews Steven Kaplan CHFC® & Ben Skupp, CHFC® about their journey from burnout to creating a more fulfilling practice. They reveal how their Mindshift Program has empowered over 500 advisors to enhance their services and charge appropriately for financial advice.
-
Ep. #82 - Financial Focus for College Athletes: A Winning Game Plan with Jeff Durr
In this episode, Bill interviews Jeff Durr, Senior Partner at RU Financial Athletic Department about his unique target market – focusing on helping college athletes plan for their futures. Bill and Jeff explore Jeff’s innovative “Lighthouse Effect” strategy, dive into the art of relationship building and brand growth through speaking engagements, and discuss practical insights into successful social media strategies.
-
Ep. #80 - Building Productive Strategic Partnerships for Financial Advisors with Duncan MacPherson
In this episode, Bill and Duncan MacPherson discuss why the phrase “centers of influence” might be restricting your flow of new clients, and how shifting to “strategic partnerships” might just lead to more seamless client referrals and effective introductions.
-
Ep. #79 - Why YOUR Money Beliefs Matter to YOUR Clients with Tammy Lally, Certified Money Coach®, LUTCF
In this episode, Bill interviews Tammy Lally, CMC®, LUTCF, a certified money coach, financial planner, TED speaker, and author of the book “Money Detox,” about the unproductive and limiting beliefs about money that many financial advisors unknowingly harbor.
-
Ep. #78 - Maximizing Client Engagement: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel
Bill interviews Jeff Jackel, Chief Strategy Officer and Co-founder of Client Giant, to tap into his expertise on how financial advisors can enhance their referability through personalized client experiences and automated thoughtfulness.
Make sure you never miss an episode!
Click below to subscribe on your favorite platform.
P.S. Don’t keep Top Advisor Podcast a secret … share with a friend or colleague!
Click Here to Subscribe Tell a Friend
