Top Advisor Podcast
By Bill Cates
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Subscribers: 3
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Episodes: 64
Description
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 | Date |
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Episode #63 Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP
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Apr 24, 2024 |
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Episode #62 The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE
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Apr 10, 2024 |
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Episode #61 Becoming Fluent with The Language of Referrals – A Special Episode with Bob Burg Interviewing Bill Cates
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Mar 27, 2024 |
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Episode #60 The Biggest Mistake Clients & Advisors Make in Life Expectancy Planning with Mark Pace, CLU, RHU, ChFC
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Mar 13, 2024 |
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Episode #59 Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC®
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Feb 28, 2024 |
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Episode #58 Building Connections that Turn Into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting
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Feb 14, 2024 |
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Episode #57 Achieving Rapid Business Growth as a Financial Advisor with Emanuel Jones II, MBA
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Jan 31, 2024 |
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Episode #56 A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis
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Jan 17, 2024 |
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Episode #55 Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko
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Jan 03, 2024 |
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Episode #54 Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones
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Dec 13, 2023 |
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Episode #53 Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP®
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Nov 29, 2023 |
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Episode #52 Using Curiosity to Ignite Your Prospecting & Client Acquisition with Chris Ridgway
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Nov 15, 2023 |
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Episode #51 Creating Interesting, Edgy, and Authentic Content Marketing for Financial Advisors That Turns Prospects into Clients with David B. Armstrong, CFA
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Nov 01, 2023 |
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Episode #50 How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin, CPA, CFP®
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Oct 18, 2023 |
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Episode #49 LinkedIn for Financial Advisors: Insider Strategies for Getting Your Posts Seen with Richard Bliss
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Oct 04, 2023 |
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Episode #48 Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham
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Sep 20, 2023 |
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Episode #47 From Bucket Lists to Live It Lists – an Advisor’s path to $1M in Annual Production in 5 Years with Nicole Middendorf, CDFA
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Sep 06, 2023 |
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Episode #46 The Why & How to Writing a Book That Attracts Ideal Financial Advisory Clients with Paul G. McManus
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Aug 23, 2023 |
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Episode #45 How to Revolutionize Digital Marketing for Financial Advisors with Stephen Beach
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Aug 02, 2023 |
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Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®
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Jul 12, 2023 |
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Episode #43 Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE
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Jun 14, 2023 |
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Episode #42 The Power of Effective Networking for Financial Advisors – with Michael Goldberg
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May 24, 2023 |
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Episode #41 Client Experience vs. Engagement: Strategies To Take Your Business To The Next Level with Julie Littlechild
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May 10, 2023 |
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Ep. #40 Explosive Growth and Getting Referrals Without Asking with Warren Brooks and Terry Parham Jr.
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Apr 26, 2023 |
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Ep. #39 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU
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Apr 12, 2023 |
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Ep. #38 2 Big Marketing Strategies for Financial Advisors that Most Fail to Use – featuring Sara Grillo, CFA
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Mar 22, 2023 |
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Ep. #37 Strategies for Attracting Affluent Women Clients with Adri Miller-Heckmann
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Feb 15, 2023 |
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Ep. #36 Attracting Affluent Women – Great Niche Markets for Financial Advisors –An Interview with Russ Thornton
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Feb 01, 2023 |
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Ep. #35 Before you ask for referrals, get your mindset right with Bill Cates, CSP, CPAE
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Jan 18, 2023 |
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Ep. #34 “Growing Wellthy”: The Importance of Holistic Financial Planning With Stevyn Guinnip
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Jan 04, 2023 |
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Ep. #33: How This Advisor Built a $1M+ Boutique Financial Practice Taking 248 Days off per Year
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Dec 15, 2022 |
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Ep. #32: 5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP
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Dec 01, 2022 |
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Ep. #31: The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP®
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Nov 09, 2022 |
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Ep. #30: Asking for Referrals and Getting Referred Up With Maribeth Kuzmeski, PhD. (Part 2)
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Oct 26, 2022 |
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Ep. #29: The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth Kuzmeski, PhD.
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Oct 12, 2022 |
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Ep. #28: Building a Referral Only Practice on a Powerful Story With Tyson Vines
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Sep 28, 2022 |
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Ep. #27: Triple Threat: The Exponential Power of an Effective Financial Advisor Website, Podcast, and Target Market with Jeremy Keil, CFP®, CFA, CIMA®
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Sep 14, 2022 |
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Ep. #26: How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC
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Aug 03, 2022 |
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Ep. #25: How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest
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Jul 20, 2022 |
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Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick
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Jun 22, 2022 |
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Ep. #23: Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario
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Jun 08, 2022 |
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Ep. #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play
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May 25, 2022 |
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Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner
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May 11, 2022 |
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Ep. #20: Cultivating a Company Culture that Drives Long-Term Success with Scott Leibfried, ChFC®, APMA®
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Apr 27, 2022 |
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Ep. #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith
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Apr 13, 2022 |
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Ep. #18 – How to Produce Results at Levels Most Advisors Dream of With Robert Petrocelli
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Mar 30, 2022 |
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Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP®
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Mar 16, 2022 |
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Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP® (Ep. 16)
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Mar 02, 2022 |
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The Truth about Social Media for Financial Advisors with Kristen Walker (Ep. 15)
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Feb 16, 2022 |
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Ep. #14: Financial Advisor Best Practices – What’s Working (and What’s Not)?
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Feb 09, 2022 |
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Ep. #13: Using Philanthropic Leadership to Grow Your Business and Serve Your Community With Jeff Chaddock
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Feb 02, 2022 |
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Ep. #12: Using the “Wow Factor” to Maximize Client Engagement & Create Advocates with Scott Miller
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Jan 19, 2022 |
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Ep. #11: How to Grow Your Business Without Prospecting With Randy Carver
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Jan 05, 2022 |
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Ep. #10: Adding a Target Market to An Already Successful Practice with Tiffany Charles
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Dec 15, 2021 |
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Ep. #9: Attract More Ideal Clients Using Reputation Marketing with Malcolm Ethridge CFP®, CRPC®
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Dec 02, 2021 |
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Ep. #8: How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA®
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Nov 10, 2021 |
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Ep. #7: Build a Successful Business Operating By Referral Only With Diana DeFrate CFP®, CLU® and Katriina Paavola CFP®
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Oct 27, 2021 |
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Ep. #6: Client Appreciation Events: Using Retirement Parties to Grow Your Business with Joe De Sena, CFP®
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Oct 13, 2021 |
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Ep. #5: Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC
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Sep 29, 2021 |
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Ep. #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey CFP®
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Sep 13, 2021 |
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Ep. #3: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock CFP®, CRPC®, APMA®
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Sep 13, 2021 |
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Ep. #2: The Benefits of Narrow Target Markets for Financial Advisors with Adam Cmejla CFP®
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Sep 13, 2021 |
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Ep. #1: From Receptionist to Rockstar: Helping a Team Member Become a Financial Advisor with Alanna Morey, CFP®, AMPA
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Sep 13, 2021 |
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Premiere Episode – Introducing The Top Advisor Podcast!
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Sep 13, 2021 |