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. #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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Ep. #5 – Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC
In this episode, Bill Cates is joined by Bryan Sweet CLU®, ChFC®, founder and CEO of Sweet Financial Services, to discuss how Brian uses his client onboarding program (“The 90 Day Dazzle”) to drastically increase his referrals earlier in his new-client relationships.
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Ep. #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey CFP®
In this episode, Bill is joined by Peter Oldziey CFP®, of Peter A. Oldziey & Associates. Peter discusses his vision for his ideal life and business, and how he executed a business plan that created both.
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Ep. #3: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock CFP®, CRPC®, APMA®
In this episode, Bill is joined by Lester Matlock CFP®, CRPC®, APMA®, private wealth advisor. Lester discusses his Bucket List Campaign and how he creates a business friendship with clients, so they become his biggest advocates.
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Ep. #2: The Benefits of Narrow Target Markets for Financial Advisors with Adam Cmejla CFP®
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.
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