Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
In this episode, Bill Cates interviews Michael Goldberg – consultant, trainer, and author of Knock Out Networking – about strategies that financial advisors can implement to become successful networkers.
In this episode, Bill interviews Julie Littlechild- founder of Absolute Engagement and author of The Pursuit of Absolute Engagement– about strategies that advisors can use to maximize referrals & introductions by moving their clients from satisfied to engaged.
In this episode, Bill interviews Warren Brooks & Terry Parham – Co-Founders of Innovative Wealth Building. They explain how they’ve built a steady flow of unsolicited referrals with a strong emphasis on building personal relationships with clients.
In this episode, Bill Cates interviews Todd Gillingham – the founding partner of Landmark Wealth Management Group – about how he and his team are using video, target marketing, and storytelling to maintain continual growth with ideal clients.
In this lively interview, Bill Cates and Sara Grillo discuss 2 important (but often overlooked) marketing strategies for financial advisors – the concepts of transparency and brevity – and how to use those concepts in communicating your value.
In this episode, Bill Cates interviews Adri Miller-Heckmann, Founder of FemXAdvisor, about how advisors can make just a few adjustments in their practices to attract more affluent women clients.
In this episode, Bill interviews Russ Thornton, founder and principal of Wealthcare for Women. Russ explains the benefits of focusing on niche markets for financial advisors and how he found success in serving women in their pre-retirement age.
Your ability to ask for referrals – to get more new clients through personal introductions – has to start with your mindset. In this “solo series” episode, Bill Cates will help flip the switch in your brain so you can begin to ask for referrals without begging or pushing.
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