Top Advisor Podcast

It’s not an accident that Productivity and Proactive start with the same three letters.  Pro can mean For and Forward. I’m all for moving forward, how about you? If you’re like most advisors, there are days where you feel very productive and know that you are moving your business forward. You probably have other days … Continue reading Episode #56 A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis →

Are you winging it when it comes to serving your client all along the client journey? Or do you embrace and follow a clear strategy for enhancing client and prospect experiences and establishing strong relationships with them throughout the entire client journey?  Attending to all phases of the client journey will always be the fuel … Continue reading Episode #55 Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko →

Family legacy planning involves more than just helping your clients accumulate assets. Creating a lasting legacy for your clients means crafting a set of values, purpose, and financial knowledge that lasts for generations. In this episode, Referral Coach Bill Cates interviews Randy Jones, Wealth Management Advisor at Financial Growth Partners. Randy shares his insights on … Continue reading Episode #54 Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones →

Have you ever wondered if the hosts of financial advisor podcasts actually get new clients from it?  Is all the effort worth it?  And, by the way, do many of your prospects and clients seem to have limiting beliefs and mistaken assumptions about money? In this episode, Referral Coach Bill Cates and his guest Misty … Continue reading Episode #53 Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP® →

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 →

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 →

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® →

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 →

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 →

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 →