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
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...
“I actually call myself – lovingly – the angel of death because I was not an angel investor. Yeah, I destroyed businesses and, in the process, wiped myself out financially.”
– Mike Michalowicz
I believe that the message in Mike Michalowicz’ book, Profit First is both elegantly simple and powerful
I’ve adopted most of these strategies over the past 6 months and my business...
“Most financial advisors work too many hours for too little money for too many of the wrong clients.”
– Bill Bachrach, CSP, CPAE
.
If you’re a financial advisor looking to grow your ideal practice, this session is a must-listen.
We unpacked the power of building high-trust relationships and how just 50 ideal clients paying $20,000 a year can transform your business and your life...
Most financial challenges aren’t math problems—they’re belief problems.
In my recent podcast conversation with Corey Mosley, we talked about money stories: the beliefs people absorb early in life that quietly shape how they save, invest, earn, and even value themselves.
Read more
“To grow to an 8-figure business, you have to fire yourself – let go of doing all of the things that you think you have to do as the founder, as the advisor, and really let go so you can step into this visionary leadership role that most founders want to be in.”
Julia Carlson
In this conversation, Julia Carlson shares how she grew her practice ...
For the human brain, we all have a negativity bias. It’s not a flaw; it’s actually a survival mechanism. So, it’s not that your clients are necessarily overreacting, it’s more that their biology is perceiving a threat when none might even be there.
Tessa Santarpia.
In this episode of Top Advisor Podcast, my guest Tessa Santarpia and I are...
Client expectations in financial services have evolved. Today’s clients aren’t just looking for great service; they’re seeking authentic connection and meaningful experiences.
In this episode of the Top Advisor Podcast, Bill Cates is joined by acclaimed author a...
What can financial advisors learn from those guiding the world’s wealthiest and most complex families?
And how can you position yourself as the advisor your A+ clients call first?
In this episode of the Top Advisor Podcast, Bill Cates interviews Rich Wolkowitz – attorney, a...
Standing out as a financial advisor requires more than credentials; it’s about clarity, connection, and purpose.
How do you move from being “just another advisor” to someone clients instantly trust and want to work with? How do you stop competing on titles and start owning the problems your clients care about most?
Read more
If you think numbers and charts are enough to win clients, think again.
In this episode, Referral Coach Bill Cates interviews renowned author and speaker Mitch Anthony about the decisive role of storytelling and life-centered financial planning.
Mitch shares how neuroscience has proven that emotional connection, not just data, drives decisions, and how fin...
Financial advisors face the real challenge of proving their worth to clients who have more options and skepticism than ever before.
How do today’s top advisors cut through the noise, establish credibility, and attract clients in a way that actually works?
In this episode, Referral Coach Bill Cates interviews Mic...
#97 – Sustainable Success for Financial Advisors – Integrating Work and Life with Kristin Harad, CFP
Many advisors build thriving practices, only to feel trapped by the very work they love.
What if your career could energize, rather than drain, your life?
In this intriguing conversation, Referral Coach Bill Cates, CSP, CAPE interviews Kristin Harad, CFP®, founder of Full Advisor Coaching, who explains how financial advisors can embrace work-life integrat...
Do your clients’ money mindsets ever drive you crazy?
Do you wish you could get them to just “think right” about their money?
What if you knew that some of your clients’ financial challenges are rooted in their DNA? Is that possible? It’s called “epigenetics.” (BTW – This is true for you too!)
Most advisors know women will control the majority of wealth by 2030—so why aren’t more of them preparing now?
In this episode, Referral Coach Bill Cates interviews Cary Carbonaro, CFP®, Managing Wealth Advisor and the Women and Wealth Ambassador at Ashton Thomas. Cary explains how the financial industry has historically overlooked female clients and...
Are you building a business you love — or one that’s wearing you down?
In this episode of Top Advisor Podcast, I interview David DeCelle, CEO of Model FA, whose passion is helping advisors fall in love with their practice – either “again” or for “the first time.”
David shares actionable insights on scaling your business ...
Selling a business is a monumental decision, filled with considerations that can significantly impact the owner’s future.
How can advisors provide real value beyond investment advice during this crucial transition?
In this episode, Referral Coach Bill Cates interviews Scott Bushkie, CBI, M&AMI, CM&AP, founder ...
Building strong financial foundations isn’t just about numbers, it’s about nurturing relationships and leaving a legacy.
How can financial advisors inspire trust and empower the next generation? What role does education play in creating lasting client relationships?
In this episode, Referral Coach Bill Cates int...
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