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
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 →
Jan 5, 2022 • 29min
Ep. #11: How to Grow Your Business Without Prospecting With Randy Carver
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 →
Dec 15, 2021 • 47min
Ep. #10: Adding a Target Market to An Already Successful Practice with Tiffany Charles
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 →
Dec 2, 2021 • 36min
Ep. #9: Attract More Ideal Clients Using Reputation Marketing with Malcolm Ethridge CFP®, CRPC®
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® →
Nov 10, 2021 • 23min
Ep. #8: How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA®
Financial advisors who focus on an authentic client experience, tend to form the strongest bonds with their clients – where the clients see their advisor as irreplaceable. In this episode, Referral Coach Bill Cates is joined by Albert Fox CFP®, CIMA®, executive director and financial advisor at Fox, Penberthy & Dehn. Al discusses how he … Continue reading Ep. #8: How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA® →
Oct 27, 2021 • 32min
Ep. #7: Build a Successful Business Operating By Referral Only With Diana DeFrate CFP®, CLU® and Katriina Paavola CFP®
Advisors often ask, “Is it possible to build my business that runs by referral only?” The answer is, yes! However, not every advisory team has been able to create a “by referral only” business where the quantity and the quality of clients have been exactly the right fit. Are you getting enough in-segment clients through … Continue reading Ep. #7: Build a Successful Business Operating By Referral Only With Diana DeFrate CFP®, CLU® and Katriina Paavola CFP® →
Oct 13, 2021 • 19min
Ep. #6: Client Appreciation Events: Using Retirement Parties to Grow Your Business with Joe De Sena, CFP®
Retirement is such a major milestone in everyone’s life. And while there is no shortage of ideas for client appreciation events, retirement parties are definitely one worth considering. Hosting one of these unique client events not only helps financial advisors create client loyalty for life, it also provides an excellent opportunity for reaching new qualified … Continue reading Ep. #6: Client Appreciation Events: Using Retirement Parties to Grow Your Business with Joe De Sena, CFP® →
