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.
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. #48 - Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham
In this episode, Bill Cates and Steve Gresham delve into the fascinating world of longevity planning and the importance, as advisors, of anticipating the unexpected to help clients navigate life events with expertise and care.
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Ep. #47 - From Bucket Lists to "Live It Lists" – An Advisor’s Path to $1M in Annual Production in Just 5 Years with Nicole Middendorf, CDFA
In this episode, Bill sits down with Nicole Middendorf to discuss her insights around combining financial planning with helping clients achieve their goals and dreams.
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Ep. #46 - The Why & How to Writing a Book That Attracts Ideal Financial Advisory Clients with Paul G. McManus
In this episode, Bill sits down with Paul G. McManus, author of The Short Book Formula: A Financial Professional’s Guide to Writing a Book in 6 Weeks to Attract Ideal Clients to discuss the process of writing, producing, and leveraging a book.
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Ep. #45 - Revolutionizing Digital Marketing for Financial Advisors with Stephen Beach
In this case study episode, Bill interviews Stephen Beach, Co-Founder of Craft Impact, about their work with Burney Wealth Management. They discuss Burney Wealth’s prior marketing struggles, and how Craft Impact helped them develop effective messaging, a results-generating website, and greater overall clarity in their marketing.
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Ep. #44 - Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®
In this episode, Bill Cates interviews Craig Richman (founder of Richman Capital Management), about his motivation to build a “lifestyle” practice that focuses on financial planning for women.
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Ep. #43 - Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE
In this “solo series” episode, Bill Cates discusses a few of the most common questions that come up about niche marketing and the best target markets for financial advisors.
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Ep. #42 - The Power of Effective Networking for Financial Advisors with Michael Goldberg
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.
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Ep. #41 - Client Experience vs. Engagement: Strategies To Take Your Business To The Next Level with Julie Littlechild
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.
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