In part 1 of this 2-part interview, Bill interviews Maribeth Kuzmeski, PhD., President of RedZone Marketing, author, and marketing professor at Oklahoma State University to find out what mistake’s advisors are making and why unsolicited referrals are the best way to get new clients.
In this episode, Referral Coach Bill Cates is joined by Tyson Vines, Founder & Financial Advisor of V Financial Partners, to talk about his process for winning new clients and building highly referable relationships with them.
In this episode, Bill Cates sits down with Jeremy Keil, founder of Keil Financial Partners, to discuss how Jeremy combines a target market, podcast and effective financial advisor website to create an impact greater than the sum of its parts.
In this episode, Bill Cates is joined by Ivory Johnson, CFP®, ChFC, and founder of Delancey Wealth Management. Ivory and Bill explain the importance of attracting a younger clientele, how to target millennials by adjusting your approach, and how this will benefit your business.
In this episode of Top Advisor Podcast, Bill Cates welcomes Deirdre Van Nest, Founder of Crazy Good Talks. Deirdre shares a touching story that revolves around a personal tragedy, and highlights the power of financial advisors sharing their “why” in their personal brand story.
In this episode, Bill Cates speaks with Myah Moore Irick, who has built and sustained a highly successful practice as a sudden wealth financial advisor helping her clients navigate their newfound fortune and resulting challenges.
In this episode, Bill speaks with Don Hilario, financial advisor and founder of Hilpan Moxie. Bill and Don discuss how Don found his niche working with Big Tech clients, specifically Google, and how having a very clear target market strategy can earn you validation as an advisor.
In this episode, Referral Coach Bill Cates speaks with Travis Ray Chaney, CEO of Dynamic Directions (D2). Bill and Travis talk about the three essential CEO roles in a company that every entrepreneur financial advisor should know about.