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
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Ep. #90 - Growing Your Financial Practice and Trends Reshaping the Advisor World with Ric Edelman
In this episode, Bill sits down with one of the most recognized and influential names in the financial services industry: Ric Edelman. From starting as a new advisor to building the largest RIA in the country, (over $300 Billion in assets managed) Ric’s journey is filled with insights, strategies, and bold thinking that every advisor can learn from.
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Ep. #89 - Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh
In this episode, Bill interviews Abby Salameh, Chief Growth Officer at RFG Advisory, about what’s working right now when it comes to client acquisition for top-performing financial advisors. Abby shares insights into four primary strategies her firm is using to drive growth: referrals, paid social events, and digital marketing.
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Ep. #88 - The Do’s and Don’ts of Intergenerational Wealth Transfer with Barry Banther, CMC, CSP, CPAE
Bill sits down with Barry Banther, CMC, CSP, CPAE, a seasoned family business advisor with 30+ years of experience helping families navigate the complexities of wealth transfer. Barry shares powerful stories and real-world examples that highlight how advisors can successfully guide clients through the transfer of wealth, business & core values across generations.
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Ep. #87 - Building Your Financial Advisory Team with Top Talent with Steve Perry
In this episode, Bill Cates interviews Steve Perry, founder and president of Well Recruiting Solutions, as they delve into the art of building teams with top talent. Discover the innovative approaches Steve uses to overcome the biggest hurdles financial advisors face in recruiting the right people.
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Ep. #86 - Become a Million Dollar Financial Advisor with Dave Mullen
In this episode, Bill Cates interviews Dave Mullen, a veteran in developing top financial advisors, for an engaging discussion. With over 44 years of experience, Dave provides insights backed by his bestselling books, The Million-Dollar Financial Practice, and The Million Dollar Financial Advisor Team.
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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.
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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.
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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.
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