Top Advisor Podcast
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.
Episodes
What does it take to build a financial practice that grows to $1.5 billion in assets under management? In this episode, Bill Cates talks with Albert Fox, co-managing partner of Fox, Penberthy, and Dean, about the systems, mindset, and mission behind that growth.
Albert Fox explains how his team helps clients navigate major life transitions, turning complicated financial puzzles into clear, workable plans.
Bill Cates loves the way A...
What if the problem you’re trying to solve isn’t the real problem at all? How might that damage rather than help your business?
Jeff Thorsteinson argues that advisors often look for better answers when they should be asking better questions.
- A growth challenge may actually be a capacity problem.
- A referral problem may point to weak positioning.
- A full calendar may signal over-reliance on the advisor.
In this ...
We’re diving deep into what it really takes to build an advisory firm that not only grows but truly scales, without sacrificing client experience or firm culture.
Our guest is Andy Schwartz, CEO and managing partner of OnePoint BFG Wealth Partners, a national RIA managing over $19 billion in client assets. With more than four decades of experience, Andy shares the inside story of how he and his twin brother Scott evolved a tw...
The way people choose a financial advisor has changed. Bill Cates talks with Brian Thorp, founder of Wealthtender, about why online reviews and internet presence and credibility now play an important role in the decision to meet with you and, hopefully, work with you. They discuss what advisors can do to make sure their digital credibility supports the trust they have built offline.
Brian shares findings from a study of 500 mass-af...
In this episode of the Top Advisor Podcast, Bill Cates sits down with Molly McClure, Executive Director of Marketing at OnePoint BFG Wealth Partners, to look at how prospects choose a financial advisor today.
A trusted introduction may put an advisor at the top of the list, but prospects still do their homework. They check your website. They look at your LinkedIn profile. They search Google, and increasingly, they ask AI. ...
Are you running your week, or is your week running you?
Brian Margolis, founder of Productivity Giant explains why most advisors spend too much time reacting to emails, distractions, and day-to-day chaos, and how you can reverse that trend.
Key Takeaways:
- Pillar System: Identify 5-7 weekly “pillars” – the most high-leverage activities that, done consistently, drive your long-term results. Success lie...
Thrilled to have interviewed Derek Coburn on the latest episode of the Top Advisor Podcast!
Derek built and sold a thriving financial practice, created the renowned networking community Cadre, and is a bestselling author challenging the conventional views on retirement.
Whether you’re a financial advisor or a growth-minded professional, his journey and perspectives are a must-listen. Here are 3 key takeaways for you:
Did you know? 96% of business owners are open to switching advisors right before, during, or after the sale of their business.
That’s a staggering stat from a recent study discussed on the Top Advisor Podcast with Scott Bushkie – highlighting both a threat and a huge opportunity for financial advisors.
If you’re working with business owners or want to attract more, here are three actionable takeaways from the epis...
The national average savings rate in the U.S. is a dismal 4%.
If you could help your clients raise that rate as high as 20%, what would that mean to your clients and to your business?
Our featured guest, David Mozeika, is a top-performing financial advisor with over two decades of experience and Forbes recognition, who has revolutionized the way advisors and clients think about money movement.
Rather than relying on tradit...
Welcome to a special solo edition of the Top Advisor Podcast! In this episode, host Bill Cates pulls from decades of coaching, interviewing, and his own experience to deliver a powerful session on best practices for bringing in new clients and creating real advocates for your business.
Unlike typical interview-driven episodes, today’s focus is on actionable principles, strategies, and tactics that top advisors are using right...
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