Top Advisor Podcast

Nov 13 2024 76 ep. 37 mins 28
Top Advisor Podcast artwork

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.

  Business  Education
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


#77 Using Video to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP®

Nov 13 2024 41 mins  
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 … Continue r

Episode #76 The Power of Total Client Relationships: Transforming Client Engagement for Exponential Growth with Tyson Ray, CFP®, CExP®, CIMA®

Oct 30 2024 44 mins  
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 … Continue reading Episode #76 The Power of To

Episode #75 Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Special Guest, Barron Damon

Oct 16 2024 29 mins  
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 co

Episode #74 How Target Markets and Work-Life Balance Drive Client Growth with Chad Hufford

Oct 02 2024 35 mins  
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 … Continue reading Episode #74 How Target Markets and Work-Life Balance Dr

Episode #73 3 Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC®

Sep 18 2024 39 mins  
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 … Continue reading Episode #73 3 Strategies for Suc

Episode #72 Boost Client Loyalty and Revenue with Client Events for Financial Advisors with Angela York & Elyse Stoner

Sep 04 2024 47 mins  
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 … Continue reading Episode #72

Episode #71 The Future of Niche Marketing for Financial Advisors – Proper Diagnosis and Targeting with Reese Harper, CFP®

Aug 21 2024 42 mins  
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 … Continue reading Episode #71 The Future of Niche Marke

Episode #70 Strategic Email Marketing for Financial Advisors with James Pollard

Aug 07 2024 38 mins  
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 … Continue reading Episode

Episode #69 Growth Through Books and Financial Advisor Target Markets with Michael Budnick

Jul 24 2024 29 mins  
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 … Continue reading Episode #69 Growt

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

Jul 10 2024 30 mins  
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 Or