Check Out Bill Cates’ NEW Top Advisor Podcast™
Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast
Interviews with Top Advisors for Top Advisors
ABOUT THE SHOW
Bill Cates, CSP, CPAE, internationally recognized client-acquisition expert and best-selling author, sits down with the financial service industry’s top performers to learn their secrets to sustained success.
Ranked in the Top 5% of podcasts globally by ListenNotes.com, these brief but brilliant interviews will get right to the heart of what each top financial advisor is doing to acquire more right-fit clients. You’ll be reminded, renewed, and inspired to take powerful action.
You’ll impact more lives and increase your income at the same time.
Listen to the Premiere Episode Subscribe Now
ALL EPISODES
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Ep. #30 - Asking for Referrals and Getting Referred Up (Part 2) with Maribeth Kuzmeski, PhD.
In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D about creating more unsolicited referrals. In Part 2, we flip the table and Maribeth interviews Bill about asking for referrals and how to get referred up!
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Ep. #29 - The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) with Maribeth Kuzmeski, PhD.
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.
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Ep. #28 - How to Build a Referral Only Practice on a Powerful Story with Tyson Vines
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.
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Ep. #27 - The Exponential Power of an Effective Financial Advisor Website + Podcast + Target Market with Jeremy Keil, CFP®, CFA, CIMA®
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.
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Ep. #26 - How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC
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.
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Ep. #25 - How Your Personal Brand Story Attracts New Clients with Deirdre Van Nest
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.
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Ep. #24 - How to Guide Your Clients as a Sudden Wealth Financial Advisor with Myah Moore Irick
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.
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Ep. #23- Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario
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.
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