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. #13 – Using Philanthropic Leadership to Grow Your Business and Serve Your Community with Jeff Chaddock, CRPC®, APMA®
In this episode, Bill Cates speaks with Jeff Chaddock, a private wealth advisor at Envisage Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jeff has philanthropy in his DNA, which has been extremely helpful for the charities and people in his community, and has been instrumental in making him a go-to advisor for many.
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Ep. #12 – Using the “Wow Factor” to Maximize Client Engagement and Create Advocates with Scott Miller
In this episode, Bill speaks with E. Scott Miller, VP & Investment Officer at Wells Fargo Advisors. Scott shares how he’s created the “wow factor” in his business relationships, as well as how his client engagement strategy has led to incredible loyalty and, in many cases, a number of referrals.
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Ep. #11 – Growing Your Business Without Prospecting with Randy Carver, CRPC®, CDFA®
In this episode, Bill Cates speaks with Randy Carver CRPC®, CDFA®, President and CEO at Carver Financial Services, Inc. about how Randy and his team have brought in 25 new relationships along with $100 million in assets over the last three months without doing any prospecting.
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Ep. #10 – Adding a Target Market to An Already Successful Practice with Tiffany Charles
In this episode, Bill interviews Tiffany Charles, Chief Growth Officer of Destiny Capital and Entrepreneur Aligned, about the process that she and her partners went through to establish an entirely new target market & brand for their business without jeopardizing the traditional part of their practice.
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Ep. #9 – Attract More Ideal Clients Using Reputation Marketing with Malcolm Ethridge CFP®, CRPC®
In this episode, Bill’s joined by Malcolm Ethridge CFP®, CRPC®, Executive VP & Financial Planner at CIC Wealth Management. Malcolm discusses how he’s dramatically grown his business in the last 6 months by focusing on his reputation within a very specific target market.
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Ep. #8 – How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA®
In this episode, Bill is joined by Albert Fox CFP®, CIMA®, executive director and financial advisor at Fox, Penberthy & Dehn. Al discusses how he worked to boost engagement with his clients and maintain truly authentic connections that maximize their client experience, and how he leverages those connections into introductions to more right-fit prospects.
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Ep. #7 – Build a Successful Business Operating By Referral Only with Diana DeFrate CFP®, CLU® and Katriina Paavola CFP®
In this episode, Bill Cates interviews Diana DeFrate CFP®, CLU® and Katriina Paavola, CFP® – founders of DeFrate & Paavola, LLC – to learn how they’ve built a successful “by referral only” business… without asking for referrals!
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Ep. #6 – Client Appreciation Events: Using Retirement Parties to Grow Your Business with Joe De Sena, CFP®
In this episode, Bill Cates interviews Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group, about how he uses retirement parties to create client loyalty for life and simultaneously reach new qualified prospects.
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