12 episodes

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.

Top Advisor Podcast Bill Cates

    • Business
    • 5.0 • 11 Ratings

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.

    Ep. #11: How to Grow Your Business Without Prospecting With Randy Carver

    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 →

    • 29 min
    Ep. #10: Adding a Target Market to An Already Successful Practice with Tiffany Charles

    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 →

    • 46 min
    Ep. #9: Attract More Ideal Clients Using Reputation Marketing with Malcolm Ethridge CFP®, CRPC®

    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® →

    • 35 min
    Ep. #8: How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA®

    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® →

    • 22 min
    Ep. #7: Build a Successful Business Operating By Referral Only With Diana DeFrate CFP®, CLU® and Katriina Paavola CFP®

    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® →

    • 31 min
    Ep. #6: Client Appreciation Events: Using Retirement Parties to Grow Your Business with Joe De Sena, CFP®

    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® →

    • 19 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

Gossmer86 ,

Practical examples

I’ve been a fan of Bill for some time now. I always enjoy his webinars, not only for his simple approach for referrals, but for the case studies he describes from those he has coached. Now he has taken those case studies and packaged them in a podcast. Each one brings a unique perspective. Can’t wait to hear more!

mschmidtmann ,

Actionable Ideas

I’ve followed Bill Cates for many years. I’ve learned so many insightful practices that have dramatically grown my business.

DC based user ,

Phenomenal show!

Bill Cates is a master speaker and interviewer! While his industry focus may be financial services, his content and expertise is universal. Bill’s own story is so inspiring; he will always be one of my most important mentors. His show is a must for all growth-minded professionals.

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