Top Advisor Podcast
di Bill Cates
Ultimo episodio
Ep. 116 – 33 Years and $1.5 Billion AUM – What still keeps this…
Ep. 116 – 33 Years and $1.5 Billion AUM – What still keeps this…
Informazioni su questo podcast
Welcome to the Top Advisor Podcast, brought to you by ProudMouth’s Influence Accelerator Academy, with your host, Bill Cates, CSP, CPAE. Bill interviews the financial service industry’s top performers to learn their secrets to sustained success. These short interviews will get right to the heart of what each top 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.
Episodi
I 20 episodi più recenti su 116
- Ep. 116 – 33 Years and $1.5 Billion AUM – What still keeps this advisor up at night? with Albert Fox, CFP®, CIMA · 39 minWhat does it take to build a financial practice that grows to $1.5 billion in assets under management? In this episode, Bill Cates talks with Albert Fox, co-managing partner of…
- Ep. 115 – The Three Discovery Questions Every Advisor Should Ask with Jeff Thorsteinson · 41 minWhat if the problem you’re trying to solve isn’t the real problem at all? How might that damage rather than help your business? Jeff Thorsteinson argues that advisors often look…
- Ep. 114 – From Practice to Enterprise: A Journey to $20 Billion with Andy Schwartz · 43 minWe’re diving deep into what it really takes to build an advisory firm that not only grows but truly scales, without sacrificing client experience or firm culture. Our guest is…
- Ep. 113 – 3 Must-Have Reputation Strategies for Client Acquisition with Brian Thorp · 43 minThe way people choose a financial advisor has changed. Bill Cates talks with Brian Thorp, founder of Wealthtender, about why online reviews and internet presence and credibility…
- Ep. 112 – Referrals Aren’t Dead But Are They Enough? A Marketing Conversation with Molly McClure · 46 minIn this episode of the Top Advisor Podcast, Bill Cates sits down with Molly McClure, Executive Director of Marketing at OnePoint BFG Wealth Partners, to look at how prospects…
- #111 – The Ideal Week for Financial Advisors with Brian Margolis · 46 minAre you running your week, or is your week running you? Brian Margolis, founder of Productivity Giant explains why most advisors spend too much time reacting to emails…
- #110 – Cultivating Community and Challenging Retirement Myths with Derek Coburn · 50 minThrilled to have interviewed Derek Coburn on the latest episode of the Top Advisor Podcast! Derek built and sold a thriving financial practice, created the renowned networking…
- #109 – How Financial Advisors Win & Keep Business Owner Assets with Scott Bushkie · 51 minDid you know? 96% of business owners are open to switching advisors right before, during, or after the sale of their business. That’s a staggering stat from a recent study…
- #108 – Maximizing Client & Advisor Outcomes Through Cash Flow Management with David Mozeika · 39 minThe national average savings rate in the U.S. is a dismal 4%. If you could help your clients raise that rate as high as 20%, what would that mean to your clients and to your…
- #107 – 3 Top Advisor Growth Strategies – Part 1 with Bill Cates, CSP, CPAE · 1 h 1 minWelcome to a special solo edition of the Top Advisor Podcast! In this episode, host Bill Cates pulls from decades of coaching, interviewing, and his own experience to deliver a…
- #106 – Unlocking Profitability for You & Your Clients with Mike Michalowicz · 37 min“I actually call myself – lovingly – the angel of death because I was not an angel investor. Yeah, I destroyed businesses and, in the process, wiped myself out financially.” –…
- #105 – Your Road Map to Ideal Clients, Ideal Business, and Ideal Life with Bill Bachrach, CSP, CPAE · 1 h 3 min“Most financial advisors work too many hours for too little money for too many of the wrong clients.” – Bill Bachrach, CSP, CPAE . If you’re a financial advisor looking to grow…
- Rewriting Your Money Story: How Beliefs Shape Your WealthMost financial challenges aren’t math problems—they’re belief problems. In my recent podcast conversation with Corey Mosley, we talked about money stories: the beliefs people…
- #104 – Building an 8-Figure Financial Practice with Julia Carlson · 43 min“To grow to an 8-figure business, you have to fire yourself – let go of doing all of the things that you think you have to do as the founder, as the advisor, and really let go so…
- #103 – Rewire Your Brain: The neuroscience behind the emotions and beliefs that drive financial decisions with Tessa Santarpia · 44 minFor the human brain, we all have a negativity bias. It’s not a flaw; it’s actually a survival mechanism. So, it’s not that your clients are necessarily overreacting, it’s more…
- #102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE · 42 minClient expectations in financial services have evolved. Today’s clients aren’t just looking for great service; they’re seeking authentic connection and meaningful experiences. In…
- #101 – Becoming the First-Call Advisor: Insights from Family Office Expert Rich Wolkowitz · 37 minWhat can financial advisors learn from those guiding the world’s wealthiest and most complex families? And how can you position yourself as the advisor your A+ clients call…
- #100 – From Top Advisor to Industry Leader: Derrick Kinney’s Secrets for Making Competitors Irrelevant and Attracting Clients · 36 minStanding out as a financial advisor requires more than credentials; it’s about clarity, connection, and purpose. How do you move from being “just another advisor” to someone…
- #99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony · 47 minIf you think numbers and charts are enough to win clients, think again. In this episode, Referral Coach Bill Cates interviews renowned author and speaker Mitch Anthony about the…
- #98 – The Crisis of Differentiation: Michael Kitces on What Actually Works for Advisors · 54 minFinancial advisors face the real challenge of proving their worth to clients who have more options and skepticism than ever before. How do today’s top advisors cut through the…
