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
ALL EPISODES
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Ep. #5 – Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC
In this episode, Bill Cates is joined by Bryan Sweet CLU®, ChFC®, founder and CEO of Sweet Financial Services, to discuss how Brian uses his client onboarding program (“The 90 Day Dazzle”) to drastically increase his referrals earlier in his new-client relationships.
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Ep. #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey CFP®
In this episode, Bill is joined by Peter Oldziey CFP®, of Peter A. Oldziey & Associates. Peter discusses his vision for his ideal life and business, and how he executed a business plan that created both.
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Ep. #3: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock CFP®, CRPC®, APMA®
In this episode, Bill is joined by Lester Matlock CFP®, CRPC®, APMA®, private wealth advisor. Lester discusses his Bucket List Campaign and how he creates a business friendship with clients, so they become his biggest advocates.
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Ep. #2: The Benefits of Narrow Target Markets for Financial Advisors with Adam Cmejla CFP®
In this episode, Bill is joined by Adam Cmejla CFP®, president of Integrated Planning & Wealth Management. Adam discusses his decision to focus on a very specific target market, which has brought him to an extraordinarily high level of success.
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Ep. #1: From Receptionist to Rockstar: Helping a Team Member Become a Financial Advisor with Alanna Morey, CFP®, AMPA
In this episode, Bill is joined by Alanna Morey, CFP®, APMA®, private wealth advisor at Siena Wealth Advisory Group. Alanna shares her inspiring journey that took her from living in her car to becoming a financial advisor generating $1.2 million in revenue this year.
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PREMIERE EPISODE: Welcome to the Top Advisor Podcast! with Bill Cates, CSP, CPAE
In this debut episode of The Top Advisor Podcast, client-acquisition expert Bill Cates introduces the show and gets right into practical ideas and strategies that many advisors are already using to fuel their growth.
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