Standing 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 clients instantly trust and want to work with? How do you stop competing on titles and start owning the problems your clients care about most?

In this special 100th episode, Referral Coach Bill Cates interviews Derrick Kinney, bestselling author of Good Money Revolution and former top-ranked advisor, about the mindset and strategies that helped him scale his practice to the top 1% before transitioning into coaching advisors. Derrick explains how clarity of purpose, the right words, and emotional connection can transform an advisor’s business and make competitors irrelevant.

Derrick discusses:

Why he sold his successful advisory practice to pursue writing, coaching, and media work
The biggest mistake advisors make when introducing themselves and how to “own a problem” instead of relying on credentials
How asking the right questions and not solving problems too quickly keeps prospects engaged and builds trust
The importance of narrowing your focus, presenting yourself as a specialist, and connecting with clients’ pain points
How visibility in media and storytelling can make competitors irrelevant and attract ideal clients
…And more!

Sponsors:

SHOW SPONSOR: ProudMouth
EPISODE SPONSOR: IronClad Family | Holistic Advisor Guide

Resources:

Connect With Bill Cates:

BillCates@referralcoach.com
Referral Coach Homepage
Hire Bill for Coaching
Enroll in The Cates Academy

Connect With Derrick Kinney:

About Derrick Kinney:

Derrick Kinney is widely considered one of the most engaging and down-to-earth money and business experts in the country. He built one of America’s top financial firms and helped countless clients become millionaires. Then, he sold it to give everyone access to his Middle-Class to Millionaire Playbook. As America’s Financial Educator, he’s a sought-after guest on top podcasts and a go-to expert on FOX, CNN, CNBC, and Yahoo Finance. He’s also the Wall Street Journal and USA Today bestselling author of Good Money Revolution.

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