Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast
Interviews with Top Advisors for Top Advisors
ABOUT THE SHOW
Bill Cates, CSP, CPAE, internationally recognized client-acquisition expert and best-selling author, sits down with the financial service industry’s top performers to learn their secrets to sustained success.
Ranked in the Top 5% of podcasts globally by ListenNotes.com, these brief but brilliant interviews will get right to the heart of what each top financial advisor is doing to acquire more right-fit clients. You’ll be reminded, renewed, and inspired to take powerful action.
You’ll impact more lives and increase your income at the same time.
Listen to the Premiere Episode Subscribe Now
Top Advisor Podcast is Proudly Sponsored By:
ALL EPISODES
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Ep. #93 - Advising Business Owners Through Their Exit with Scott Bushkie, CBI, M&AMI, CM&AP
According to a recent study from Cornerstone Business Services, only 4% of business owners retain their financial advisor after selling their business. Say what?! In this eye-opening interview, Scott Bushkie explains the crucial conversations advisors should initiate with their clients early in the M&A process, the power of assembling the right team, and why you should never take an unsolicited offer at face value.
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Ep. #92 - Connecting Generations Through Financial Literacy with Jeff Panik
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.
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Ep. #91 - Attracting Ideal Clients Through Niche Marketing with Kristen Luke
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.
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Ep. #90 - Growing Your Financial Practice and Trends Reshaping the Advisor World with Ric Edelman
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.
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Ep. #89 - Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh
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.
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Ep. #88 - The Do’s and Don’ts of Intergenerational Wealth Transfer with Barry Banther, CMC, CSP, CPAE
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.
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Ep. #87 - Building Your Financial Advisory Team with Top Talent with Steve Perry
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.
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Ep. #86 - Become a Million Dollar Financial Advisor with Dave Mullen
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.
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