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
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! →
