Top Advisor Podcast

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 He debunks the myth that email marketing is obsolete, emphasizing its power in client acquisition.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!

What would your business (and life) look like if you started working with ultra-wealthy clients ranging from $40 to $100 million?  Working with ultra-wealthy clients can be more complex than “merely” high-net-worth clients. These individuals have distinct needs, expectations, and concerns that require a specialized approach from financial advisors, planners, and wealth managers.  In this … Continue reading Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum →

Tired of blending into the crowd? Discover the strategies that will help you forge solid client relationships and become a standout financial advisor. In this episode, Referral Coach Bill Cates interviews Tony Maree Torrey, author of Your Million Dollar Accelerator: Six Proven Strategies to Grow a 7-Figure Financial Practice, and Business Coach for Financial Professionals, … Continue reading Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey →

It is my sincere hope that you are not attempting to do financial planning without gaining the full context of your clients.  Our guest on this next episode of Top Advisor Podcast, Abbey Henderson, has coined the phrase, “Authentic Wealth.” In a nutshell, Authentic Wealth is bigger than just financial accumulation and management. It recognizes … Continue reading Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️ →

Your continued success is predicated on your continued relevance and becoming “the advisor of choice.”  Sometimes, that’s easier said than done. However, one of the most effective ways to accomplish this and build lasting client relationships is through storytelling for financial advisors.  Our guest calls this the Founders Story. As artificial intelligence (AI) and the … Continue reading Episode #64 Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins →