Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
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.
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.
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.
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.
In this episode, Bill Cates interviews Katie Braden, CFP®, Founder and Chief Video Officer of Advisor Video Marketing, to explore how financial advisors can effectively use video to attract new clients and strengthen current client relationships.
Bill interviews Tyson Ray, CEO / founding partner of FORM Wealth Advisors and author of the book The Total Relationship: Four Steps to Breaking the Mold, Transforming the Financial Advisor-Client Partnership and Building True Wealth. With a nearly $1 billion portfolio, Tyson shares his innovative approach to planning that shifts focus from performance metrics to building total relationships with clients.
In this episode, Bill Cates and Barron Damon, a Certified Philanthropic Coach, take a deep dive into the world of strategic financial advisor philanthropy and meaningful giving.
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