Top Advisor Podcast

What does it mean to truly scale your advisory team without sacrificing quality or culture? In this episode, Referral Coach Bill Cates interviews Steve Perry, founder and president of Well Recruiting Solutions, as they delve into the art of building teams with top talent. Discover the innovative approaches Steve uses to overcome the biggest hurdles financial advisors face in recruiting the right p...

Are you ready to become a million-dollar advisor, or are you already there wanting to push your success further? Discover the core strategies that separate high-performing financial advisors from the rest in our latest episode. In this episode, Referral Coach Bill Cates interviews Dave Mullen, a veteran in developing top financial advisors, for an engaging discussion. With over 44 years of experie...

Does financial security keep you up at night? In this episode, Referral Coach Bill Cates interviews Pamela Sams, founder of Jackson Sams Wealth Strategies. Discover how Pamela has harnessed the power of having a clear mission and target market to build a thriving community of advocates. With a focus on helping professional women secure their financial future so they can “sleep well at night,...

“My book is titled Exactly What to Say , but maybe I should have called it, Exactly What to Ask .” In this enlightening episode of the Top Advisor Podcast, host Bill Cates sits down with Phil M. Jones, CSP, CPAE, the renowned expert and author of the bestselling book – Exactly What to Say : The Magic Words for Influence and Impact.   Phil and Bill delve into the art and science of building a...

What if you could cut through the noise and offer your clients true value beyond just product performance? In this episode, Referral Coach Bill Cates interviews co-founders of Holistic Financial Planners Steven Kaplan and Benjamin Skupp about charging for advice. They share their journey into adopting a new financial model that enabled them to work a flexible schedule and still deliver high client...

Ever wondered how financial advisors can truly connect with niche markets? What if we told you the secret lies in a unique combination of athletics, education, and strategic branding? In this episode, Referral Coach Bill Cates interviews Jeff Durr from RU Financial Athletic Department, revealing how he’s turning the world of financial planning on its head by focusing on college athletes. Jef...

In today’s episode, we dive deep into the world of multigenerational wealth management and generational wealth transfer with esteemed guest Josh Kanter, JD, a family office executive, advisor, and founder of leafplanner .  We explore the groundbreaking “100-Year Family” concept, emphasizing the importance of maintaining family legacy and wealth across generations. Josh shares inv...

What would you call a strategic partner if not a center of influence? Today on the Top Advisor Podcast, Referral Coach Bill Cates interviews Duncan MacPherson about transforming how financial advisors establish and maintain strategic partnerships. Discover why the phrase “centers of influence” might be holding you back and how strategic partnerships can lead to more seamless client ref...

Are your money beliefs holding you back in your practice? In this episode, Referral Coach Bill Cates interviews Tammy Lally, CMC®, LUTCF, a certified money coach, financial planner, TED speaker, and author of the book “Money Detox,” about the unproductive and limiting beliefs around money many financial advisors unknowingly harbor. Tammy brings invaluable insights from her years of exp...

Creating a memorable client experience is key to standing out in the competitive world of financial advising. How can you automate thoughtfulness and build emotional connections to boost referrals? In this episode, Referral Coach Bill Cates interviews Jeff Jackel, Chief Strategy Officer and Co-founder of Client Giant, to share his expertise on how financial advisors can enhance their referability...

Video marketing is a powerful tool for financial advisors to build trust, provide value, and create meaningful connections with clients. How can you effectively use video to attract clients and maintain strong client relationships? In this episode, Referral Coach Bill Cates interviews Katie Braden, CFP®, Founder and Chief Video Officer of Advisor Video Marketing, to explore how financial advisors...

Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business. Do you do your financial planning in a vacuum, or do you consider all aspects of your clients’ lives as you work with them?  In this episode, Referral Coach Bill Cates interviews Tyson Ray, the CEO and founding partner of FORM Wealth Advisors and author of the bo...

Philanthropists!  That’s where the money is! In this episode, Referral Coach Bill Cates and Barron Damon, a Certified Philanthropic Coach, dive into the world of strategic financial advisor philanthropy and meaningful giving.  Barron and Bill discuss how financial firms can integrate philanthropy into their brand for a quadruple win: Attracting significant assets. Benefiting the community. Engagin...

If you think work-life balance is hard to achieve, you’re probably right. With that said, THIS advisor has done it. His path to success is amazing! The strategic decisions he made early in his career have allowed him to build a practice and a life that many aspire to. In this episode, Referral Coach Bill Cates interviews Chad Hufford, owner of Veritas Wealth Management and bestselling author of &#...

Yohance Harrison has hit the trifecta for success. He’s focused on a clear and profitable target market . He’s getting a ton of right-fit referrals . And he’s identified and nurturing his advocates in a fun way. He’s also become a master at bringing financial education to clients who think they already know it all.  In this episode, Referral Coach Bill Cates interviews Yohance Harrison, Founder an...

Client events can be a game-changer for financial advisors, offering a unique and personal way to build client relationships and grow your business. Are you leveraging client events to their full potential? In this episode, Referral Coach Bill Cates interviews Angela York and Elyse Stoner from Event Advisors to share real-life examples of how client events for financial advisors can be leveraged s...

Are you looking for the secret to unlocking your client’s financial potential and taking your advisory business to the next level?  Of course you are! In this episode of Top Advisor Podcast, Bill Cates and guest Reese Harper – founder of Dentist Advisors – take a deep dive into the strategic benefits of niche marketing for financial advisors.  Reese shares his personal success story of targe...

Is email marketing for financial advisors dead?  Not by a long shot! Are there productive and unproductive ways to use email in your marketing process?  You bet! Email is still an effective and affordable marketing/prospecting tool that – if used correctly – can contribute significantly to your new-client growth.  Discover the secret to leveraging the potent power of personalized email marketing f...

When it comes to financial advisor target markets, one proven strategy to create extraordinary success in your business is to be crystal clear and laser focused on your Right-Fit Clients . That’s exactly what our guest has done to build his successful advisory practice.   And one tool he uses to demonstrate his focus, credibility, and wisdom is a book – a book written specifically for his target m...

Do you have an “origin story”? Are you using it to attract more Right-Fit Clients and become more referable? Have you figured out how to find your niche market – specifically one that’s clearly defined and profitable? Have you moved away from prospecting to attracting people to you ? In this episode of Top Advisor Podcast, host Bill Cates interviews financial advisor Dan Brothers, CFP®, who...

What would your business (and life) look like if you started working with ultra-wealthy clients ranging from $40 to $100 million?  Working with ultra-wealthy clients can be more complex than “merely” high-net-worth clients. These individuals have distinct needs, expectations, and concerns that require a specialized approach from financial advisors, planners, and wealth managers.  In this episode o...

Tired of blending into the crowd? Discover the strategies that will help you forge solid client relationships and become a standout financial advisor. In this episode, Referral Coach Bill Cates interviews Tony Maree Torrey, author of Your Million Dollar Accelerator: Six Proven Strategies to Grow a 7-Figure Financial Practice , and Business Coach for Financial Professionals, to explore strategies t...

It is my sincere hope that you are not attempting to do financial planning without gaining the full context of your clients.  Our guest on this next episode of Top Advisor Podcast, Abbey Henderson, has coined the phrase, “Authentic Wealth.” In a nutshell, Authentic Wealth is bigger than just financial accumulation and management. It recognizes the interconnectedness of all aspects of life.  It is...

Your continued success is predicated on your continued relevance and becoming “the advisor of choice.”  Sometimes, that’s easier said than done. However, one of the most effective ways to accomplish this and build lasting client relationships is through storytelling for financial advisors.   Our guest calls this the Founders Story . As artificial intelligence (AI) and the internet continue to tran...

Good health and sufficient wealth go hand in hand. They are intricately intertwined.  Most advisors try to ensure their clients don’t outlive their wealth. A select few advisors work to ensure their clients wealth does not outlive their health.  As a nutritional expert and the author of the book Wealthy, Healthy, and Wise: How To Make Sure Your Health Lasts As Long As Your Money Does , David Meinz...