Top Advisor Podcast

When most people think of financial advisors who work with professional athletes, they probably imagine a glamorous lifestyle of spending time with their favorite players, getting a behind-the-scenes look into professional sports, and free tickets to games. But what is it really like being a financial advisor for athletes? In this episode, Referral Coach Bill … Continue reading Ep. #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith →

When I heard how Joe De Sena was using his personal Facebook page to build his business (and have fun in the process) I was skeptical. Boy was I wrong. In this episode, Bill Cates is joined (for a second time) by Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group, … Continue reading Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP® →

Having a very specific financial advisor new client onboarding process can get your relationship off to a great start – help them feel good about choosing you and create referrals early in the new relationship. In this episode, Referral Coach Bill Cates is joined by Rod Gibbings CFP®, senior executive financial consultant with Gibbings and … Continue reading Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP® (Ep. 16) →

What is your relationship with social media?  Social media for financial advisors means different things. Some advisors have embraced social media as a concept, posting content and occasionally engaging with others, but wonder why they bother because they haven’t seen any noticeable results.  Other advisors have embraced social media as a way of strengthening their … Continue reading The Truth about Social Media for Financial Advisors with Kristen Walker (Ep. 15) →

Despite all the challenges in reaching qualified prospects, some advisors are doing quite well, while others are not rising to the challenges that we all face. So, what are the financial advisor best practices that separate the wheat from the chaff? In this episode, Bill Cates interviews Mark Williams, president and CEO of Brokers International, … Continue reading Ep. #14: Financial Advisor Best Practices – What’s Working (and What’s Not)? →

It can be personally rewarding to make a contribution to a philanthropic cause to impact your community. But can philanthropic leadership be professionally rewarding as well? In this episode, Bill Cates speaks with Jeff Chaddock, a private wealth advisor at Envisage Wealth. Jeff has philanthropy in his DNA, which has been extremely helpful for the … Continue reading Ep. #13: Using Philanthropic Leadership to Grow Your Business and Serve Your Community With Jeff Chaddock →

An engaged client is someone who feels connected to your value and connected to you as an advisor. Is your business truly maximizing client engagement? In this episode, Bill Cates speaks with E. Scott Miller, Vice President and Investment Officer at Wells Fargo Advisors. Scott shares how he has created the “wow factor” in his … Continue reading Ep. #12: Using the “Wow Factor” to Maximize Client Engagement & Create Advocates with Scott Miller →

Stop prospecting … and let your clients prospect for you!  Creating great relationships with your clients who value the work you do and value you as a professional will open up the doors to many more in-segment clients. In this episode, Bill Cates speaks with Randy Carver CRPC®, CDFA®, President and CEO at Carver Financial … Continue reading Ep. #11: How to Grow Your Business Without Prospecting With Randy Carver →

Even advisors who are already successful may consider turning some of their focus to a specific target market. They often wonder if they should create a new company name and/or a new website to reflect that specific niche. There is no right or wrong answer here.  In this episode, Bill Cates speaks with Tiffany Charles, … Continue reading Ep. #10: Adding a Target Market to An Already Successful Practice with Tiffany Charles →

The right mix of reputation marketing strategies, such as target marketing, hosting a podcast, and even getting paid to speak at events, all work together to bring more right-fit prospects into your business. In this episode, Bill Cates is joined by Malcolm Ethridge CFP®, CRPC®, Executive Vice President and Financial Planner at CIC Wealth Management. … Continue reading Ep. #9: Attract More Ideal Clients Using Reputation Marketing with Malcolm Ethridge CFP®, CRPC® →