Top Advisor Podcast 
Interviews with Top Advisors for Top Advisors

Ep. #105 - Your Road Map to Ideal Clients, Ideal Business, and Ideal Life with Bill Bachrach, CSP, CPAE

In this episode, Bill Cates interviews Bill Bachrach, a pioneer of the trusted advisor movement, on how to build a truly ideal financial advisory practice.

They explore why many advisors end up overworked and under-earning and how to shift toward fewer, higher-value client relationships built on deep trust.

You’ll gain practical insights on asking better questions, strengthening emotional connections, increasing recurring revenue, and avoiding common industry pitfalls. They also discuss trends like flat fees, AI, and new research on high-net-worth clients to help you refine your growth strategy.

Ep. #104 - Building an 8-Figure Financial Practice with Julia Carlson

For many advisors, the benchmark of a successful financial practice is 1 million dollars in annual production.  Some advisors hit that mark and then reach what Dan Sullivan called many years ago, “The Ceiling of Complexity.”

But why stop at a 7-figure practice when it’s possible to create an 8-figure practice? That’s what today’s guest has done.

Even if you don’t aspire to that level of production, you’ll find this interview filled with ideas and perspectives you can apply to your own situation.

Ep. #103 - Rewire Your Brain: The Neuroscience Behind the Emotions and Beliefs That Drive Financial Decisions with Tessa Santarpia

Ever wonder why clients panic during market downturns, or why logic just doesn’t cut it sometimes? In this episode, Bill Cates chats with neuroscience expert Tessa Santarpia about brain wiring, money stories, and simple strategies to boost empathy and trust. Be ready to reflect on your own brain’s money wiring – to lead yourself and your team to greater success. You’ll want to hear this!

Ep. #102 - Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE

Decades of client research reveal a new reality: satisfaction doesn’t guarantee loyalty. Bill Cates and Richard Weylman uncover what truly drives advocacy, from empathetic communication to designing client experiences that resonate on a personal level.

Ep. #101 - Becoming the First-Call Advisor: Insights from a Family Office Expert with Rich Wolkowitz

Discover what really happens inside a family office – and what financial advisors can learn from it. In this episode, Bill Cates interviews Rich Wolkowitz, attorney, advisor, and founder of Xylogenesis, who shares stories from the White House to advising ultra-wealthy families, plus practical tips on becoming your clients’ “first call” advisor.

Ep. #100 - From Top Advisor to Industry Leader: Secrets for Making Competitors Irrelevant and Attracting Clients with Derrick Kinney

Bill Cates sits down with Derrick Kinney – former top-ranked advisor and bestselling author – to unpack the secrets behind his incredible success. They explored the art of connecting through stories, why defining and communicating your specialty is key, and how slowing down to truly understand your clients’ pain points leads to trust and bigger growth. If you want to make your competitors irrelevant, deepen relationships, and create massive impact, you won’t want to miss this episode!

Ep. #99 - What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony

In this episode of Top Advisor Podcast, host Bill Cates interviews Mitch Anthony on two game-changing ideas for financial advisors: storyselling and life-centered financial planning. Discover how to use powerful stories to connect with clients and how to prioritize life goals over money goals for deeper, lasting relationships.

Ep. #98 - What Actually Works for Advisors with Michael Kitces

In this episode, Bill Cates, CSP, CPAE interviews Michael Kitces, Chief Financial Planning Nerd at www.Kitces.com and a leading voice in the advisory profession, about what truly moves the needle for financial advisors.