Top Advisor Podcast 
Interviews with Top Advisors for Top Advisors

Ep. #58 – Building Connections that Turn into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting with Alice Tang, ChFC, MIM

In this episode, Bill Cates interviews Alice Tang, VP & Partner at BPG Wealth Management LLC, about the importance of strategy and discipline when targeting millionaire women, including practical advice for building authentic connections, creating impactful conversations, and nurturing relationships.

Ep. #56 - Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis

Ep. #55 - Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko

In this episode, Bill Cates interviews Kalli Fedusenko, Founder of KalliCollective. They explore the crucial aspects of building relationships with clients and prospects via the client journey process, and the power of online platforms in your marketing.

Ep. #54 - Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones

In this episode, Bill interviews Randy Jones, Wealth Management Advisor at Financial Growth Partners. Randy shares his insights on family legacy planning, emphasizing the need to connect all aspects of a client’s life to create a comprehensive financial plan.

Ep. #53 - Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP®

In this episode, Bill and his guest Misty Lynch, CFP® have a lively discussion about the power of financial advisor podcasts in generating new clients, as well as the limiting beliefs and mistaken assumptions around money that many of your prospects hold.

Ep. #52 - Using Curiosity to Ignite Your Prospecting and Client Acquisition with Chris Ridgway

Bill interviews Chris Ridgway about the power of curiosity in the financial advisory industry, emphasizing the importance of being genuinely interested in people and their stories. Chris shares his unique approach to client acquisition through observation, connection, common interests & aligning values.

Ep. #51 - Creating Interesting, Edgy, and Authentic Content Marketing for Financial Advisors That Turns Prospects into Clients with David B. Armstrong, CFA

In this episode, Bill interviews David Armstrong, President & Co-Founder of Monument Wealth Management. They talk about the role of differentiation and the benefits of clear, concise messaging in content marketing for financial advisors.

Ep. #50 - How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin, CPA, CFP®

In this episode, Bill interviews Ellen Rogin CPA, CFP® – Abundance Activist, Financial Intuitive, and a New York Times best-selling author. Bill & Ellen explore how your clients’ emotions and beliefs interact with your own emotions and beliefs – to either reduce or increase client stress.