Top Advisor Podcast

“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 from s...

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 diving deep into the fa...

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 and consultant Richard W...

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, advisor...

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?

In this ...

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 financia...

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 Michael Kitces...

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!)

In this episode, Bill Cate...

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 what ...

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 while maintaining passion and enthu...

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 interviews Jeff...

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 Adv...

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...

Referrals have always been the fastest and most predominant way that advisors have grown their business. But… it’s not the only way.

When it comes to generational wealth, it’s not just about money; it’s about relationships.  Don’t believe me?  Listen to this interview!!!

What does it mean to truly scale your advisory team without sacrificing quality or culture?

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.