Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
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.
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.
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.
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.
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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