Top Advisor Podcast

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, Chief Growth Officer of two financial firms; Destiny Capital and Entrepreneur A...

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. Malcolm discusses how his reputation marketing...

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 worked to boost engagement with his clients and maintain...

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 referrals and introductions?  In this episode, Bill Cates speaks with Diana D...

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 prospects. In this episode, Bill Cate...

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 referable quickly. In this episode, Bill Cates is joined...

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 that is actually in alignment with the life you WANT to lead? In this epis...

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 discusses his Bucket List Campa...

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 this episode, Referral Coach Bill Cates is...

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 for more responsibility, in the hopes they will become a financial adv...

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 the show and shares new ideas with others about how to successfully curate knowle...