Top Advisor Podcast
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.
Latest episodes
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® →
Sep 29, 2021 • 20min
Ep. #5: Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC
Most advisors have an internal new client onboarding checklist, but few have discovered the value of a comprehensive client onboarding process that creates both a value connection and a personal connection. Done well, the client onboarding process will help your new clients feel great about their decision to work with you and make you super … Continue reading Ep. #5: Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC →
Sep 13, 2021 • 29min
Ep. #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey CFP®
Most financial advisors get into this business to create freedom and flexibility in their lives. The problem is, very few actually achieve that. Instead, they are tied to their business. The business owns them. Can you relate to the pain of this unhealthy scenario? If so, how do you create a financial advisor business plan … Continue reading Ep. #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey CFP® →
Sep 13, 2021 • 38min
Ep. #3: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock CFP®, CRPC®, APMA®
Many financial advisors like to keep an arm’s length distance between themselves and their clients, keeping everything strictly on the professional level. But many of the most successful financial advisors are doing the opposite. In this episode, Referral Coach Bill Cates, CSP, CPAE is joined by Lester Matlock CFP®, CRPC®, APMA®, private wealth advisor. Lester … Continue reading Ep. #3: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock CFP®, CRPC®, APMA® →
Sep 13, 2021 • 36min
Ep. #2: The Benefits of Narrow Target Markets for Financial Advisors with Adam Cmejla CFP®
You’ve undoubtedly heard about the benefits of highly-focused target markets for financial advisors. But perhaps you have reservations and worry that if you go too narrow, you’ll be missing out on valuable opportunities. If you’ve been considering a specific target market, then perhaps this interview will tip the scales in that direction for you. In … Continue reading Ep. #2: The Benefits of Narrow Target Markets for Financial Advisors with Adam Cmejla CFP® →
Sep 13, 2021 • 31min
Ep. #1: From Receptionist to Rockstar: Helping a Team Member Become a Financial Advisor with Alanna Morey, CFP®, AMPA
In this episode, Bill Cates is joined by Alanna Morey, CFP®, APMA®, private wealth advisor at Siena Wealth Advisory Group. Alanna shares her inspiring journey that took her from living in her car to becoming a financial advisor generating $1.2 million in revenue this year. Do you have a promising team member who you’re grooming … Continue reading Ep. #1: From Receptionist to Rockstar: Helping a Team Member Become a Financial Advisor with Alanna Morey, CFP®, AMPA →
Sep 13, 2021 • 22min
Premiere Episode – Introducing The Top Advisor Podcast!
Are you a successful advisor with plans for additional growth, and you’re just looking for some fresh insight on how to supercharge that growth? You are in the right place. Welcome to The Top Advisor Podcast! In this debut episode of The Top Advisor Podcast, join your host Bill Cates, Referral Coach, as he introduces … Continue reading Premiere Episode – Introducing The Top Advisor Podcast! →
