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

#92 Connecting Generations Through Financial Literacy with Jeff Panik, CFP®, MSFS, CRPS

July 2, 2025 • 30 mins

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 interviews Jeff Panik, CFP®, MSFS, CRPS, Principal of Balanced Wealth Partners, … Continue reading

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#91 Standing Out: Niche Marketing for Financial Advisors with Kristen Luke

June 19, 2025 • 37 mins

In a crowded market, how can financial advisors truly stand out and attract their ideal clients? What’s the key difference between a target market and a niche, and why does it matter? In this episode, Referral Coach Bill Cates interviews Kristen Luke, marketing strategist and author of: Uncomparable: The Financial Advisor’s Guide to Standing Out … Continue reading

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#90 Ric Edelman on Growing Your Financial Practice and Trends Reshaping the Advisor World

June 5, 2025 • 33 mins

In this episode of Top Advisor Podcast, I sat down with one of the most recognized and influential names in the financial services industry: Ric Edelman. From starting as a new advisor to building the largest RIA in the country, (over $300 Billion in assets managed) Ric’s journey is filled with insights, strategies, and bold … Continue reading

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#89 Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh

May 14, 2025 • 37 mins

Referrals have always been the fastest and most predominant way that advisors have grown their business. But… it’s not the only way. Abby Salameh, Chief Growth Officer at RFG Advisory, dives deep into what’s working right now when it comes to client acquisition for top-performing financial advisors. Abby shares insights into four primary strategies her … Continue reading

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#88 The Do’s and Don’ts of Intergenerational Wealth Transfer with Barry Banther, CMD, CSP, CPAE

April 30, 2025 • 49 mins

When it comes to generational wealth, it’s not just about money; it’s about relationships. Don’t believe me? Listen to this interview!!! In this episode, Referral Coach Bill Cates sits down with Barry Banther, CMC, CSP, CPAE, a seasoned family business advisor with over 30 years of experience helping families navigate the complexities of wealth transfer. … Continue reading

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#87 Building Your Financial Advisory Team with Top Talent – Insights from Steve Perry

April 16, 2025 • 43 mins

What does it mean to truly scale your advisory team without sacrificing quality or culture? In this episode, Referral Coach Bill Cates interviews Steve Perry, founder and president of Well Recruiting Solutions, as they delve into the art of building teams with top talent. Discover the innovative approaches Steve uses to overcome the biggest hurdles … Continue reading

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#86 Become a Million-Dollar-Advisor with Dave Mullen

April 2, 2025 • 42 mins

Are you ready to become a million-dollar advisor, or are you already there wanting to push your success further? Discover the core strategies that separate high-performing financial advisors from the rest in our latest episode. In this episode, Referral Coach Bill Cates interviews Dave Mullen, a veteran in developing top financial advisors, for an engaging … Continue reading

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#85 Helping Clients Sleep Well at Night with Financial Planning with Pamela Sams

March 19, 2025 • 36 mins

Does financial security keep you up at night? In this episode, Referral Coach Bill Cates interviews Pamela Sams, founder of Jackson Sams Wealth Strategies. Discover how Pamela has harnessed the power of having a clear mission and target market to build a thriving community of advocates. With a focus on helping professional women secure their … Continue reading

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#84 EXACTLY What to Say (And Ask) with Phil M. Jones, CSP, CPAE

March 5, 2025 • 54 mins

“My book is titled Exactly What to Say, but maybe I should have called it, Exactly What to Ask.” In this enlightening episode of the Top Advisor Podcast, host Bill Cates sits down with Phil M. Jones, CSP, CPAE, the renowned expert and author of the bestselling book – Exactly What to Say: The Magic … Continue reading

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#83 Charging for Financial Planning Services with Steven Kaplan & Ben Skupp

February 19, 2025 • 43 mins

What if you could cut through the noise and offer your clients true value beyond just product performance? In this episode, Referral Coach Bill Cates interviews co-founders of Holistic Financial Planners Steven Kaplan and Benjamin Skupp about charging for advice. They share their journey into adopting a new financial model that enabled them to work … Continue reading

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#82 Financial Focus for College Athletes: A Winning Game Plan with Jeff Durr

February 5, 2025 • 24 mins

Ever wondered how financial advisors can truly connect with niche markets? What if we told you the secret lies in a unique combination of athletics, education, and strategic branding? In this episode, Referral Coach Bill Cates interviews Jeff Durr from RU Financial Athletic Department, revealing how he’s turning the world of financial planning on its … Continue reading

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#81 Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter, JD

January 22, 2025 • 36 mins

In today’s episode, we dive deep into the world of multigenerational wealth management and generational wealth transfer with esteemed guest Josh Kanter, JD, a family office executive, advisor, and founder of leafplanner. We explore the groundbreaking “100-Year Family” concept, emphasizing the importance of maintaining family legacy and wealth across generations. Josh shares invaluable insights on … Continue readi...

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#80 Building Strong Strategic Partnerships with Duncan MacPherson

January 8, 2025 • 42 mins

What would you call a strategic partner if not a center of influence? Today on the Top Advisor Podcast, Referral Coach Bill Cates interviews Duncan MacPherson about transforming how financial advisors establish and maintain strategic partnerships. Discover why the phrase “centers of influence” might be holding you back and how strategic partnerships can lead to … Continue reading

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#79 Do You and Your Clients Need a Money Detox? with Tammy Lally

December 18, 2024 • 39 mins

Are your money beliefs holding you back in your practice? In this episode, Referral Coach Bill Cates interviews Tammy Lally, CMC®, LUTCF, a certified money coach, financial planner, TED speaker, and author of the book “Money Detox,” about the unproductive and limiting beliefs around money many financial advisors unknowingly harbor. Tammy brings invaluable insights from … Continue reading

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#78 Maximize Your Referrals: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel

December 4, 2024 • 40 mins

Creating a memorable client experience is key to standing out in the competitive world of financial advising. How can you automate thoughtfulness and build emotional connections to boost referrals? In this episode, Referral Coach Bill Cates interviews Jeff Jackel, Chief Strategy Officer and Co-founder of Client Giant, to share his expertise on how financial advisors … Continue reading

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

November 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 reading

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

October 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

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

October 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 community. … Continue reading

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

October 2, 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

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

September 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

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Top Advisor Podcast

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}#92 Connecting Generations Through Financial Literacy with Jeff Panik, CFP®, MSFS, CRPS

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}#91 Standing Out: Niche Marketing for Financial Advisors with Kristen Luke

#90 Ric Edelman on Growing Your Financial Practice and Trends Reshaping the Advisor World

#89 Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh

#88 The Do’s and Don’ts of Intergenerational Wealth Transfer with Barry Banther, CMD, CSP, CPAE

#87 Building Your Financial Advisory Team with Top Talent – Insights from Steve Perry

#86 Become a Million-Dollar-Advisor with Dave Mullen

#85 Helping Clients Sleep Well at Night with Financial Planning with Pamela Sams

#84 EXACTLY What to Say (And Ask) with Phil M. Jones, CSP, CPAE

#83 Charging for Financial Planning Services with Steven Kaplan & Ben Skupp

#82 Financial Focus for College Athletes: A Winning Game Plan with Jeff Durr

#81 Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter, JD

#80 Building Strong Strategic Partnerships with Duncan MacPherson

#79 Do You and Your Clients Need a Money Detox? with Tammy Lally

#78 Maximize Your Referrals: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel

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

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

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

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

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

Popular Podcasts

#92 Connecting Generations Through Financial Literacy with Jeff Panik, CFP®, MSFS, CRPS

#91 Standing Out: Niche Marketing for Financial Advisors with Kristen Luke