In this episode, Bill and his guest Misty Lynch, CFP® have a lively discussion about the power of financial advisor podcasts in generating new clients, as well as the limiting beliefs and mistaken assumptions around money that many of your prospects hold.
Bill interviews Chris Ridgway about the power of curiosity in the financial advisory industry, emphasizing the importance of being genuinely interested in people and their stories. Chris shares his unique approach to client acquisition through observation, connection, common interests & aligning values.
In this episode, Bill interviews David Armstrong, President & Co-Founder of Monument Wealth Management. They talk about the role of differentiation and the benefits of clear, concise messaging in content marketing for financial advisors.
In this episode, Bill interviews Ellen Rogin CPA, CFP® – Abundance Activist, Financial Intuitive, and a New York Times best-selling author. Bill & Ellen explore how your clients’ emotions and beliefs interact with your own emotions and beliefs – to either reduce or increase client stress.
In this episode, Bill Cates interviews Richard Bliss, CEO of BlissPoint and Author of DigitalFirst Leadership. They explore key strategies around LinkedIn for financial advisors, designed to help you turn the social media platform into an effective business-building tool.
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.
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.
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.