Top Advisor Podcast

Video marketing is a powerful tool for financial advisors to build trust, provide value, and create meaningful connections with clients. How can you effectively use video to attract clients and maintain strong client relationships? In this episode, Referral Coach Bill Cates interviews Katie Braden, CFP®, Founder and Chief Video Officer of Advisor Video Marketing, to … Continue reading #77 Using Video to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP® →

Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business. Do you do your financial planning in a vacuum, or do you consider all aspects of your clients’ lives as you work with them?  In this episode, Referral Coach Bill Cates interviews Tyson Ray, the CEO … Continue reading Episode #76 The Power of Total Client Relationships: Transforming Client Engagement for Exponential Growth with Tyson Ray, CFP®, CExP®, CIMA® →

Philanthropists!  That’s where the money is! In this episode, Referral Coach Bill Cates and Barron Damon, a Certified Philanthropic Coach, dive into the world of strategic financial advisor philanthropy and meaningful giving.  Barron and Bill discuss how financial firms can integrate philanthropy into their brand for a quadruple win: Attracting significant assets. Benefiting the community. … Continue reading Episode #75 Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Special Guest, Barron Damon →

If you think work-life balance is hard to achieve, you’re probably right. With that said, THIS advisor has done it. His path to success is amazing! The strategic decisions he made early in his career have allowed him to build a practice and a life that many aspire to. In this episode, Referral Coach Bill … Continue reading Episode #74 How Target Markets and Work-Life Balance Drive Client Growth with Chad Hufford →

Yohance Harrison has hit the trifecta for success. He’s focused on a clear and profitable target market. He’s getting a ton of right-fit referrals. And he’s identified and nurturing his advocates in a fun way. He’s also become a master at bringing financial education to clients who think they already know it all.  In this … Continue reading Episode #73 3 Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC® →

Client events can be a game-changer for financial advisors, offering a unique and personal way to build client relationships and grow your business. Are you leveraging client events to their full potential? In this episode, Referral Coach Bill Cates interviews Angela York and Elyse Stoner from Event Advisors to share real-life examples of how client … Continue reading Episode #72 Boost Client Loyalty and Revenue with Client Events for Financial Advisors with Angela York & Elyse Stoner →

Are you looking for the secret to unlocking your client’s financial potential and taking your advisory business to the next level?  Of course you are! In this episode of Top Advisor Podcast, Bill Cates and guest Reese Harper – founder of Dentist Advisors – take a deep dive into the strategic benefits of niche marketing … Continue reading Episode #71 The Future of Niche Marketing for Financial Advisors – Proper Diagnosis and Targeting with Reese Harper, CFP® →

In this insightful discussion, James Pollard, founder of TheAdvisorCoach.com and expert on financial marketing, shares his wisdom on effective email strategies. He debunks the myth that email marketing is obsolete, emphasizing its power in client acquisition. Pollard reveals the importance of personalized emails and compelling subject lines, as well as strategic calls to action. He also highlights common mistakes that advisors make, showcasing how building trust and relationships can lead to greater success. A must-listen for any financial advisor!

When it comes to financial advisor target markets, one proven strategy to create extraordinary success in your business is to be crystal clear and laser focused on your Right-Fit Clients™. That’s exactly what our guest has done to build his successful advisory practice.   And one tool he uses to demonstrate his focus, credibility, and wisdom … Continue reading Episode #69 Growth Through Books and Financial Advisor Target Markets with Michael Budnick →

Dan Brothers, a seasoned financial advisor with over 14 years of experience, dives into the art of crafting an origin story to foster trust with clients. He discusses how sharing personal narratives can attract the right-fit clients and eliminate the need for cold prospecting. Dan reveals strategies for identifying a niche market, focusing on those nearing retirement and asset accumulators. He also highlights the impact of authenticity and the integral role his wife, Ashley, plays in targeting blue-collar millionaires. It’s a journey of connection and clarity!