In this episode, Bill sits down with Walter Stith, former NFL offensive lineman turned financial advisor for Morgan Stanley, ranked by Forbes as one of America’s Next Gen Advisors. Walter discusses the lessons he learned while playing professional football, and the importance of protecting your finances from blindside hits.
In this episode, Bill Cates sits down with Bob Petrocelli, Jr., Founder and Managing Director of Petrocelli Financial Services, LLC. With 42 years in the business, Bob discusses what has brought him to the top of his game, and kept him there for many years.
In this episode, Bill Cates is joined (for a second time) by Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group, to discuss Facebook marketing for financial advisors. Joe discusses his success in using Facebook as a tool for enhanced client engagement, business growth, and lots of fun, without running Facebook Ads.
Bill is joined by Rod Gibbings CFP®, senior executive financial consultant with Gibbings & Associates Private Wealth Management. Rod discusses how he uses his proprietary Transition Navigator onboarding process to deliver a wow experience. He also shares how he produces a regular flow of video messages to boost client engagement, gain new clients, and acquire more assets to manage.
In this episode, Bill Cates sits down with Kristen Walker, VP of Marketing at Michigan Financial Companies. They discuss several marketing ideas, including how advisors can implement social media & target marketing into their marketing plan to increase client engagement and attract new clients.
In this episode, Bill interviews Mark Williams, President and CEO of Brokers International, to discuss financial advisor best practices for connecting with more Right-Fit Clients™. Mark speaks to hundreds of financial professionals each year, so he’s in a unique position to see what’s working, and where advisors are wasting their time, energy & dollars.
In this episode, Bill Cates speaks with Jeff Chaddock, a private wealth advisor at Envisage Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jeff has philanthropy in his DNA, which has been extremely helpful for the charities and people in his community, and has been instrumental in making him a go-to advisor for many.
In this episode, Bill speaks with E. Scott Miller, VP & Investment Officer at Wells Fargo Advisors. Scott shares how he’s created the “wow factor” in his business relationships, as well as how his client engagement strategy has led to incredible loyalty and, in many cases, a number of referrals.