In this episode, Bill speaks with Karen Jessey & Neill Turner from Strategic Wealth Partners about how to successfully navigate the ins and outs of a business partnership, as well as specific considerations around succession planning for financial advisors. They share the process they’ve taken to build Neill’s acumen as the successor of the business as Karen moves towards retirement.
How much of a difference does company culture really make for your clients and your employees? In this episode, Bill invites Scott Leibfried to talk about the “Premium Client Experience” and how his years in the industry have helped him develop the toolkit to strengthen his clients’ and employees’ relationship with his business.
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.