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. #74 - How Target Markets and Work-Life Balance Drive Client Growth with Chad Hufford
In this episode, Bill Cates interviews Chad Hufford, owner of Veritas Wealth Management and bestselling author of “Forging Financial Freedom,” to discover how he built a successful financial practice that prioritizes both high achievement and personal freedom through work-life balance.
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Ep. #73 - Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC®
Bill interviews Yohance Harrison – Founder/CEO of Money Script Wealth Management – about the journey from financial illiteracy to financial empowerment. Yohance shares his methods for educating clients, the importance of targeting a specific market, and his powerful approach to generating referrals by nurturing client relationships.
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Ep. #72 - Boost Client Loyalty and Revenue with Client Events for Financial Advisors with Angela York & Elyse Stoner
Bill Cates interviews Angela York and Elyse Stoner from Event Advisors to share real-life examples of how client events for financial advisors can be leveraged successfully to deepen relationships, boost loyalty, and attract new clients.
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Ep. #71 - The Future of Niche Marketing for Financial Advisors: Proper Diagnosis and Targeting with Reese Harper, CFP®
In this episode, Bill Cates and guest Reese Harper – founder of Dentist Advisors – take a deep dive into the strategic benefits of niche marketing for financial advisors.
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Ep. #70 – Strategic Email Marketing for Financial Advisors with James Pollard
In this episode, Bill Cates interviews James Pollard, the host of The Financial Advisor Marketing Podcast and founder of TheAdvisorCoach.com. Bill and James discuss the secrets to cutting through the email clutter, attracting Right-Fit Clients™, and leveraging email to increase your revenue without boosting marketing expenses.
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Ep. #69 – Growth Through Books and Financial Advisor Target Markets with Michael Budnick
In this episode, Michael Budnick, a holistic fiduciary investment adviser with Royal Fund Management, shares his unique story and lessons learned in building his business. He demonstrates the importance and value of focusing on a specific target market, and the role of his books in attracting new clients.
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Ep. #68 – How to Find Your Niche Market and Craft Your Origin Story to Build Trust with Dan Brothers, CFP®
In this episode, Bill interviews financial advisor Dan Brothers, CFP®, who shares his insights on using his origin story to build rapport and trust with clients. Dan also shares his strategy for selecting and focusing on a clear target market.
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Ep. #67 – The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum
In this episode, Bill interviews David Kirshenbaum, a Tiger 21 Chair, who sheds light on the unique perspectives and requirements of wealthy entrepreneurs. Bill and David discuss the fact that these wealthy entrepreneurs are not solely focused on accumulating wealth but also on preserving their assets.
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