Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Advisors are increasingly recognizing that clients value when their advisor engages the entire family – especially children and heirs who will inevitably inherit assets. In this episode, Bill interviews Jeff Panik, principal of Balance Wealth Advisors, about his insights and strategies for engaging both current clients and the next generation.
In this episode, Bill sits down with Kristen Luke, author of Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing to uncover the real power behind niche marketing.
In this episode, Bill sits down with one of the most recognized and influential names in the financial services industry: Ric Edelman. From starting as a new advisor to building the largest RIA in the country, (over $300 Billion in assets managed) Ric’s journey is filled with insights, strategies, and bold thinking that every advisor can learn from.
In this episode, Bill interviews Abby Salameh, Chief Growth Officer at RFG Advisory, about what’s working right now when it comes to client acquisition for top-performing financial advisors. Abby shares insights into four primary strategies her firm is using to drive growth: referrals, paid social events, and digital marketing.
Bill sits down with Barry Banther, CMC, CSP, CPAE, a seasoned family business advisor with 30+ years of experience helping families navigate the complexities of wealth transfer. Barry shares powerful stories and real-world examples that highlight how advisors can successfully guide clients through the transfer of wealth, business & core values across generations.
In this episode, Bill Cates interviews Steve Perry, founder and president of Well Recruiting Solutions, as they delve into the art of building teams with top talent. Discover the innovative approaches Steve uses to overcome the biggest hurdles financial advisors face in recruiting the right people.
In this episode, Bill Cates interviews Dave Mullen, a veteran in developing top financial advisors, for an engaging discussion. With over 44 years of experience, Dave provides insights backed by his bestselling books, The Million-Dollar Financial Practice, and The Million Dollar Financial Advisor Team.
In this episode, Bill interviews Pamela Sams, founder of Jackson Sams Wealth Strategies. Pamela and Bill delve into Pam’s unique approach to client growth and the importance of understanding behavioral finance. Pamela shares her expertise in helping clients overcome psychological barriers to financial success, and discusses her strategies for building a thriving community of advocates.
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