Top Advisor Podcast
Bill Cates
Welcome to the Top Advisor Podcast, brought to you by ProudMouth’s Influence Accelerator Academy, with your host, Bill Cates, CSP, CPAE. Bill interviews the financial service industry’s top performers to learn their secrets to sustained success. These short interviews will get right to the heart of what each top advisor is doing to acquire more right-fit clients. You’ll be reminded, renewed, and inspired to take powerful action. You’ll impact more lives and increase your income at the same time.
Episodes
Mentioned books
May 25, 2022 • 44min
Ep. #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play
In business, when you hear someone talk about the CEO’s role in a company, your first thought is that they’re the leader and top decision-maker for the company. What if we told you that there are two other integral roles in a company that also fall under the CEO umbrella? In this episode, Referral Coach … Continue reading Ep. #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play →
May 11, 2022 • 40min
Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner
Many business partnerships begin with two people coming together with like-minded business ideas. In the beginning things are great, both parties get along well and the creative juices flow. Eventually a legal partnership is formed. However, once the business is formed, do you know how your partner deals with setbacks and success? Do you know … Continue reading Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner →
Apr 27, 2022 • 35min
Ep. #20: Cultivating a Company Culture that Drives Long-Term Success with Scott Leibfried, ChFC®, APMA®
How much of a difference does your company culture really make for your clients and your employees? In this episode, Bill invites Scott Leibfried to talk about the “Premium Client Experience” and how his years in the industry have helped him develop the toolkit to strengthen his clients’ and employees’ relationship with his business. Bill … Continue reading Ep. #20: Cultivating a Company Culture that Drives Long-Term Success with Scott Leibfried, ChFC®, APMA® →
Apr 13, 2022 • 35min
Ep. #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith
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 →
Mar 16, 2022 • 19min
Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP®
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® →
Mar 2, 2022 • 25min
Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP® (Ep. 16)
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) →
Feb 16, 2022 • 41min
The Truth about Social Media for Financial Advisors with Kristen Walker (Ep. 15)
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) →
Feb 9, 2022 • 44min
Ep. #14: Financial Advisor Best Practices – What’s Working (and What’s Not)?
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)? →
Feb 2, 2022 • 42min
Ep. #13: Using Philanthropic Leadership to Grow Your Business and Serve Your Community With Jeff Chaddock
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 →
Jan 19, 2022 • 21min
Ep. #12: Using the “Wow Factor” to Maximize Client Engagement & Create Advocates with Scott Miller
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 →
