69 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
    • 4.7 • 29 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.

    Episode #68 Crafting Your Origin Story to Build Trust and Finding Your Niche Market with Dan Brothers, CFP®

    Episode #68 Crafting Your Origin Story to Build Trust and Finding Your Niche Market with Dan Brothers, CFP®

    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, … Continue reading Episode #68 Crafting Your Origin Story to Build Trust and Finding Your Niche Market with Dan Brothers, CFP® →

    • 30 min
    Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum

    Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum

    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 … Continue reading Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum →

    • 39 min
    Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey

    Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey

    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, … Continue reading Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey →

    • 36 min
    Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️

    Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️

    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 … Continue reading Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️ →

    • 35 min
    Episode #64 Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins

    Episode #64 Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins

    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 … Continue reading Episode #64 Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins →

    • 40 min
    Episode #63 Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP

    Episode #63 Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP

    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 … Continue reading Episode #63 Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP →

    • 34 min

Customer Reviews

4.7 out of 5
29 Ratings

29 Ratings

Tony Maree Torrey ,

Quality Content

Bill Cates, is a treasure trove of wisdom for anyone in the financial services industry. His knack for getting to the heart of what makes top advisors successful is unparalleled.

SANDREWS904 ,

Bill is an Expert!

I’ve known Bill for years! He’s an expert in coaching advisors in growing their business and working with clients.

DCurtis18 ,

Invaluable insights

A must listen podcast for advisors. Nuggets every time I listen!

Top Podcasts In Business

People Magic: How to Build a $1M Community
Mighty Networks & Pod People
REAL AF with Andy Frisella
Andy Frisella #100to0
Money Rehab with Nicole Lapin
Money News Network
The Ramsey Show
Ramsey Network
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network
The Diary Of A CEO with Steven Bartlett
DOAC

You Might Also Like

Financial Advisor Success
Michael Kitces
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Barron's Advisor
Barron's Advisor
Down the Middle
Peter Mallouk & Jonathan Clements
The Great Retirement Debate with Ed Slott & Jeffrey Levine
The Great Retirement Debate with Ed Slott & Jeffrey Levine