Top Advisor Podcast

Bill Cates
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Nov 15, 2023 • 38min

Episode #52 Using Curiosity to Ignite Your Prospecting & Client Acquisition with Chris Ridgway

While curiosity may have killed the cat, it didn’t hurt this advisor! How about you?  Have you developed a strong Curiosity Muscle?  Do you exercise it often as you endeavor to bring more ideal clients into your business? Curiosity will serve you well in this business: You will meet new people. You will serve your … Continue reading Episode #52 Using Curiosity to Ignite Your Prospecting & Client Acquisition with Chris Ridgway →
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Nov 1, 2023 • 47min

Episode #51 Creating Interesting, Edgy, and Authentic Content Marketing for Financial Advisors That Turns Prospects into Clients with David B. Armstrong, CFA

This is an interview you don’t want to miss. David Armstrong, CFA has found a way to message his value and attract new clients who are perfect for his business. He does it in a genuine, compelling, and slightly fun way.  In this episode, Referral Coach Bill Cates interviews David Armstrong, President & Co-Founder of … Continue reading Episode #51 Creating Interesting, Edgy, and Authentic Content Marketing for Financial Advisors That Turns Prospects into Clients with David B. Armstrong, CFA →
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Oct 18, 2023 • 40min

Episode #50 How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin, CPA, CFP®

To say that people have an emotional relationship with money would be an understatement! While you may be a CFP, or a ChFC, or any number of the many certifications available in this industry, perhaps the most important thing you could do to serve your clients is obtain an PhD in psychology.  (Smile) Today, my … Continue reading Episode #50 How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin, CPA, CFP® →
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Oct 4, 2023 • 47min

Episode #49 LinkedIn for Financial Advisors: Insider Strategies for Getting Your Posts Seen with Richard Bliss

I’m willing to wager that you and your marketing team have no clue how the LinkedIn algorithm works. And because of that, you are wasting precious resources (time and dollars) on posting content that hardly anyone sees. So, what are the best strategies on LinkedIn for financial advisors to get their posts seen? LinkedIn has … Continue reading Episode #49 LinkedIn for Financial Advisors: Insider Strategies for Getting Your Posts Seen with Richard Bliss →
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Sep 20, 2023 • 46min

Episode #48 Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham

This may be one of the most important interviews we’ve done since the inception of Top Advisor Podcast. The very best advisors know that their job is more than managing investments or selling insurance.  The very best advisors are increasingly focused on Longevity Planning for the Baby Boomer clients. These advisors prioritize building strong, meaningful … Continue reading Episode #48 Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham →
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Sep 6, 2023 • 44min

Episode #47 From Bucket Lists to Live It Lists – an Advisor’s path to $1M in Annual Production in 5 Years with Nicole Middendorf, CDFA

From $0 to $1M in annual production in only 5 years sounds impossible, right? Think again. Successful wealth advisor and certified divorce financial analyst, Nicole Middendorf, CDFA, joins us to share her journey from a troubled marriage to discovering her true purpose and helping others along the way – while building a truly Top Advisor … Continue reading Episode #47 From Bucket Lists to Live It Lists – an Advisor’s path to $1M in Annual Production in 5 Years with Nicole Middendorf, CDFA →
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Aug 23, 2023 • 47min

Episode #46 The Why & How to Writing a Book That Attracts Ideal Financial Advisory Clients with Paul G. McManus

Have you ever pondered the idea of writing a book? You know that it could boost your credibility, demonstrate your expertise, and serve as an impressive introduction to your clients and centers of influence. So why haven’t you done it yet?  More than likely, it feels overwhelming – you don’t have the time or it’s … Continue reading Episode #46 The Why & How to Writing a Book That Attracts Ideal Financial Advisory Clients with Paul G. McManus →
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Aug 2, 2023 • 49min

Episode #45 How to Revolutionize Digital Marketing for Financial Advisors with Stephen Beach

Digital marketing for financial advisors can be an overwhelming and/or confusing topic for many. Financial advisors are often challenged by what marketing strategy is right for them, how to communicate their value, and what outside resources might be right for them. Can you relate?  While Bill Cates is the recognized expert and supreme advocate for … Continue reading Episode #45 How to Revolutionize Digital Marketing for Financial Advisors with Stephen Beach →
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Jul 12, 2023 • 27min

Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®

The evidence is in and it’s compelling. Narrowing a target market to focus on financial planning for women has proven to be a successful move for many advisors. (Most) Women approach financial planning differently than men.  “Just the facts mam.”  Women currently control one-third of total U.S. household financial assets – representing more than 10 … Continue reading Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA® →
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Jun 14, 2023 • 35min

Episode #43 Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE

“If I target a specific market, what about my current clients? And won’t I be missing out on other opportunities? These are a few of the common questions that come up in the discussion about niche marketing and the best target markets for financial advisors. While these are valid concerns, they are easily addressed.  Listen … Continue reading Episode #43 Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE →

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