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
ALL EPISODES
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Ep. #100 - From Top Advisor to Industry Leader: Secrets for Making Competitors Irrelevant and Attracting Clients with Derrick Kinney
Bill Cates sits down with Derrick Kinney – former top-ranked advisor and bestselling author – to unpack the secrets behind his incredible success. They explored the art of connecting through stories, why defining and communicating your specialty is key, and how slowing down to truly understand your clients’ pain points leads to trust and bigger growth. If you want to make your competitors irrelevant, deepen relationships, and create massive impact, you won’t want to miss this episode!
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Ep. #99 - What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony
In this episode of Top Advisor Podcast, host Bill Cates interviews Mitch Anthony on two game-changing ideas for financial advisors: storyselling and life-centered financial planning. Discover how to use powerful stories to connect with clients and how to prioritize life goals over money goals for deeper, lasting relationships.
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Ep. #98 - What Actually Works for Advisors with Michael Kitces
In this episode, Bill Cates, CSP, CPAE interviews Michael Kitces, Chief Financial Planning Nerd at www.Kitces.com and a leading voice in the advisory profession, about what truly moves the needle for financial advisors.
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Ep. #97 - Sustainable Success for Financial Advisors – Integrating Work and Life with Kristin Harad, CFP
In this intriguing conversation, Bill Cates interviews Kristin Harad, CFP®, founder of Full Advisor Coaching, who explains how financial advisors can embrace work-life integration rather than chasing an elusive balance.
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Ep. #96 - The Financial Mindset Fix: Mental Fitness for Advisors and Clients with Joyce Marter
In this episode, Bill Cates, CSP, CPAE interviews Joyce Marter, LCPC, CSP, author of The Financial Mindset Fix, to discuss the deep emotional and psychological factors that influence your clients’ (and your) relationship with money.
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Ep. #95 - The $30 Trillion Opportunity: Serving Women Investors Better with Cary Carbonaro, CFP®
In this episode of Top Advisor Podcast, Bill interviews Cary Carbonaro, CFP®, Managing Wealth Advisor and the Women and Wealth Ambassador at Ashton Thomas. Cary explains how the financial industry has historically overlooked women clients, and what needs to change to better serve and retain them.
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Ep. #94 - From Stuck to Scaling: How Top Advisors Build Momentum with David DeCelle
Are you “in love” with your business? Or did you used to be, but have “fallen out of love?” In this episode of Top Advisor Podcast, I interview David DeCelle, CEO of Model FA, whose passion is helping advisors scale their businesses effectively, while maintaining passion and enthusiasm.
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Ep. #93 - Advising Business Owners Through Their Exit with Scott Bushkie, CBI, M&AMI, CM&AP
According to a recent study from Cornerstone Business Services, only 4% of business owners retain their financial advisor after selling their business. Say what?! In this eye-opening interview, Scott Bushkie explains the crucial conversations advisors should initiate with their clients early in the M&A process, the power of assembling the right team, and why you should never take an unsolicited offer at face value.
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