In this episode, Bill Cates interviews Alice Tang, VP & Partner at BPG Wealth Management LLC, about the importance of strategy and discipline when targeting millionaire women, including practical advice for building authentic connections, creating impactful conversations, and nurturing relationships.
In this episode, Referral Coach Bill Cates interviews Emanuel Jones II, MBA, Founder of Jones & Co Wealth Strategies, about his journey from aspiring doctor to achieving rapid business growth through client acquisition as a financial advisor.
In this episode, Bill interviews Brian Margolis, Founder of Productivity Giant and author of “The Index Card Business Plan” to discuss the power of using pillars to maximize financial advisor productivity. Brian explains the three categories of pillars and shares strategies for overcoming internal resistance.
In this episode, Bill Cates interviews Kalli Fedusenko, Founder of KalliCollective. They explore the crucial aspects of building relationships with clients and prospects via the client journey process, and the power of online platforms in your marketing.
In this episode, Bill interviews Randy Jones, Wealth Management Advisor at Financial Growth Partners. Randy shares his insights on family legacy planning, emphasizing the need to connect all aspects of a client’s life to create a comprehensive financial plan.
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.