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
“I tried networking once. It didn’t work!” Yes! This is an actual quote from a financial advisor. Sad! Networking for financial advisors is not just going to networking events – which even “The Referral Coach” loathes. Networking is forming our own “community” of mutually beneficial relationships. And it can be done without ever going to … Continue reading Episode #42 The Power o...
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Client Engagement! Client Experience! Creating “Wow!” What’s all the fuss? Did you know that client service, client experience, and client engagement are NOT the same things? Julie Littlechild, founder of Absolute Engagement and author of The Pursuit of Absolute Engagement has focused her business on showing advisors how to move their clients from satisfied to … Continue reading
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Imagine that you are getting so many unsolicited referrals that your new prospective clients are willing to be placed on a 4-month waiting list to see you. A pipe dream? Not necessarily. Our featured guests on today’s show are experiencing this right now. How are they getting so many referrals without asking? With strategic relationship … Continue reading Ep. #40 Explosive Grow...
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If you’ve ever wondered if sending video messages to your prospects and clients can actually produce tangible, profitable results; then you need to listen to this interview. Have you harnessed the power of a clear, well-defined, and reachable target market – that’s hungry for your value? Are you using client successes, your client-focused why, and … Continue reading Ep. #39 3 S...
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“Outspoken” “Controversial” “Disruptive” These are some of the words that have been used to describe Sara Grillo. Sara’s on a mission to help advisors rise above the platitudes and sameness they use to describe the valuable work they bring to their clients. In this lively interview, Bill and Sara discuss 2 important (but often overlooked) … Continue reading Ep. #38 2 Big Marketin...
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February 15, 2023 • 45 mins
How are YOU doing when it comes to attracting and working with affluent women? At this moment in time, women control one-third of total U.S. household financial assets – representing more than 10 trillion dollars. By 2030, women in the U.S. are projected to control much of the $30 trillion in financial assets that baby … Continue reading Ep. #37 Strategies for Attracting Affluent ...
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“Targeting niche markets for financial advisors” is a common theme these days. Are you sick of hearing that? Do you have a well-defined niche market? Are you casting too wide a net in your marketing efforts? Could you benefit from a narrower target or adopting 2 narrow targets rather than one large target? When you … Continue reading Ep. #36 Attracting Affluent Women – Great Niche...
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January 18, 2023 • 24 mins
Your ability to ask for referrals – to get more new clients through personal introductions – has to start with your mindset. This means that before you ask for referrals and introductions you must first eliminate any limiting beliefs and mistaken assumptions. Without the right thinking and perspective, you’ll be unlikely to use the methods … Continue reading Ep. #35 Before you ask ...
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January 4, 2023 • 34 mins
6% of retirees say that health is more important than wealth. Are you helping your clients (regardless of their age) with their most important asset – their health? There are two ways you can be of value to your clients in terms of holistic financial planning: Be a purveyor of great information in this area. … Continue reading Ep. #34 “Growing Wellthy”: The Importance of Holistic ...
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December 15, 2022 • 42 mins
What if you could net over $1M per year working 30-hour weeks and taking 13 full weeks off every year? What would that mean to you? More time with family and friends? More time on the golf course, boating, fishing, cooking, traveling, and whatever the heck you feel like doing? And what if you could … Continue reading Ep. #33: How This Advisor Built a $1M+ Boutique Financial Pr...
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Sandro Forte serves as a financial advisor to the Royal Family in the United Kingdom. But that’s not why we interviewed him. We interviewed Sandro because of the insight and wisdom he brings to the client acquisition process. In this episode of The Top Advisor Podcast, Referral Coach Bill Cates sits down with Sandro Forte, … Continue reading Ep. #32: 5 Brilliant Steps to an Effec...
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How would you like to turn high net worth prospects into clients in the very first meeting, instead of chasing them or wondering if they are going to come back for a second appointment? I think it’s safe to say that your answer to the above question is “yes” – as long as that prospect … Continue reading Ep. #31: The Secret Sauce to Winning High Net Worth Prospects in the First Meet...
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October 26, 2022 • 37 mins
In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D (RedZoneMarketing.com) about creating more unsolicited referrals. In Part 2, we flip the table! Maribeth is interviewing Bill about asking for referrals and how to get referred up! Maribeth Kuzmeski Gets Bill to Discuss: Why getting referrals without asking is incomplete. The … Continue reading Ep....
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Every financial advisor wants referrals without asking – as long as those prospects are an ideal fit for their business. How do you get these qualified unsolicited referrals? And what’s the difference between pursuing unsolicited referrals and actually asking for referrals? In Part 1 of this 2-part interview, Referral Coach Bill Cates CSP, CPAE, interviews … Continue reading Ep. #...
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September 28, 2022 • 37 mins
When it comes to building a referral only practice, you want to attract prospects and build client relationships by making two intertwined connections. You want to make a value connection and you want to make a personal connection. Both are necessary, though the mix of the two may vary from client to client. In this … Continue reading Ep. #28: Building a Referral Only Practice on a...
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Is your marketing strategy a Triple Threat? There are three important marketing strategies that every top advisor should consider using in their effort to attract more Right-Fit Clients: A well-defined, profitable target market. A financial advisor website focused on client acquisition (not just a “digital brochure.”) A podcast that creates credibility in your target market. … Continue reading
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August 3, 2022 • 39 mins
According to Forbes, “Millennials will hold five times as much wealth as they have today, and the group is anticipated to inherit over $68 trillion from their Baby Boomer parents by the year 2030. This will represent one of the greatest wealth transfers in the modern times.” There are already approximately 618,000 millennial millionaires. Millennial … Continue reading Ep. #26: How ...
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July 20, 2022 • 47 mins
Do you have a Personal Brand Story Do you know your “why” – as in, why you believe in the importance and value of your work? And are you using it to connect with your prospects and clients in a meaningful way – that leads to winning their business and generating referrals? In this episode … Continue reading Ep. #25: How Your Personal Brand Story Helps Attract New Clients with Deir...
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Sudden Wealth can strike in many ways. It can come through an inheritance, an athlete signing a lucrative contract, a legal settlement, the sale of a company, or even winning the lottery. Sudden wealth can bring elation and a host of challenges. Without a sound plan of action, sudden wealth can escape almost as quickly … Continue reading Ep. #24: How to Guide Your Clients as a Sudd...
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Many top financial advisors use a target market strategy that enhances just about every other aspect of their client-acquisition efforts. They are able to build a reputation that begins to draw people in – where they are sought out by prospects with their hand raised saying, “I’ve heard great things about you. You were highly … Continue reading Ep. #23: Defining a Target Market Str...
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