Top Advisor Podcast

“I tried networking once. It didn’t work!” Yes!  This is an actual quote from a financial advisor.  Sad! Networking for financial advisors is not just going to networking events – which even “The Referral Coach” loathes. Networking is forming our own “community” of mutually beneficial relationships. And it can be done without ever going to … Continue reading Episode #42 The Power of Effective Networking for Financial Advisors – with Michael Goldberg →

Client Engagement!  Client Experience!  Creating “Wow!”  What’s all the fuss? Did you know that client service, client experience, and client engagement are NOT the same things? Julie Littlechild, founder of Absolute Engagement and author of The Pursuit of Absolute Engagement has focused her business on showing advisors how to move their clients from satisfied to … Continue reading Episode #41 Client Experience vs. Engagement: Strategies To Take Your Business To The Next Level with Julie Littlechild →

Imagine that you are getting so many unsolicited referrals that your new prospective clients are willing to be placed on a 4-month waiting list to see you. A pipe dream?  Not necessarily. Our featured guests on today’s show are experiencing this right now.   How are they getting so many referrals without asking?  With strategic relationship … Continue reading Ep. #40 Explosive Growth and Getting Referrals Without Asking with Warren Brooks and Terry Parham Jr. →

If you’ve ever wondered if sending video messages to your prospects and clients can actually produce tangible, profitable results; then you need to listen to this interview.   Have you harnessed the power of a clear, well-defined, and reachable target market – that’s hungry for your value?   Are you using client successes, your client-focused why, and … Continue reading Ep. #39 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU →

“Outspoken” “Controversial” “Disruptive”  These are some of the words that have been used to describe Sara Grillo. Sara’s on a mission to help advisors rise above the platitudes and sameness they use to describe the valuable work they bring to their clients.  In this lively interview, Bill and Sara discuss 2 important (but often overlooked) … Continue reading Ep. #38 2 Big Marketing Strategies for Financial Advisors that Most Fail to Use – featuring Sara Grillo, CFA →

How are YOU doing when it comes to attracting and working with affluent women? At this moment in time, women control one-third of total U.S. household financial assets – representing more than 10 trillion dollars.  By 2030, women in the U.S. are projected to control much of the $30 trillion in financial assets that baby … Continue reading Ep. #37 Strategies for Attracting Affluent Women Clients with Adri Miller-Heckmann →

“Targeting niche markets for financial advisors” is a common theme these days. Are you sick of hearing that?  Do you have a well-defined niche market? Are you casting too wide a net in your marketing efforts? Could you benefit from a narrower target or adopting 2 narrow targets rather than one large target? When you … Continue reading Ep. #36 Attracting Affluent Women – Great Niche Markets for Financial Advisors –An Interview with Russ Thornton →

Your ability to ask for referrals – to get more new clients through personal introductions – has to start with your mindset. This means that before you ask for referrals and introductions you must first eliminate any limiting beliefs and mistaken assumptions. Without the right thinking and perspective, you’ll be unlikely to use the methods … Continue reading Ep. #35 Before you ask for referrals, get your mindset right with Bill Cates, CSP, CPAE →

6% of retirees say that health is more important than wealth. Are you helping your clients (regardless of their age) with their most important asset – their health?  There are two ways you can be of value to your clients in terms of holistic financial planning: Be a purveyor of great information in this area. … Continue reading Ep. #34 “Growing Wellthy”: The Importance of Holistic Financial Planning With Stevyn Guinnip →

What if you could net over $1M per year working 30-hour weeks and taking 13 full weeks off every year?    What would that mean to you?  More time with family and friends?  More time on the golf course, boating, fishing, cooking, traveling, and whatever the heck you feel like doing? And what if you could … Continue reading Ep. #33: How This Advisor Built a $1M+ Boutique Financial Practice Taking 248 Days off per Year →