Top Advisor Podcast

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 →

Sandro Forte serves as a financial advisor to the Royal Family in the United Kingdom. But that’s not why we interviewed him. We interviewed Sandro because of the insight and wisdom he brings to the client acquisition process.   In this episode of The Top Advisor Podcast, Referral Coach Bill Cates sits down with Sandro Forte, … Continue reading Ep. #32: 5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP →

How would you like to turn high net worth prospects into clients in the very first meeting, instead of chasing them or wondering if they are going to come back for a second appointment? I think it’s safe to say that your answer to the above question is “yes” – as long as that prospect … Continue reading Ep. #31: The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP® →

In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D (RedZoneMarketing.com) about creating more unsolicited referrals.  In Part 2, we flip the table!  Maribeth is interviewing Bill about asking for referrals and how to get referred up! Maribeth Kuzmeski Gets Bill to Discuss:  Why getting referrals without asking is incomplete.  The … Continue reading Ep. #30: Asking for Referrals and Getting Referred Up With Maribeth Kuzmeski, PhD. (Part 2) →