Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
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.
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.
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.
Make sure you never miss an episode!
Click below to subscribe on your favorite platform.
P.S. Don’t keep Top Advisor Podcast a secret … share with a friend or colleague!
Click Here to Subscribe Tell a Friend