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

#96 – The Financial Mindset Fix: Joyce Marter on Mental Fitness for Advisors and Clients

August 27, 2025 • 35 mins

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 … Continue reading

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#95 – The $30 Trillion Opportunity: Serving Women Investors Better with Cary Carbonaro, CFP®

August 8, 2025 • 38 mins

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 … Continue reading

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#94 – From Stuck to Scaling: How Top Advisors Build Momentum with David DeCelle

July 31, 2025 • 42 mins

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 … Continue reading

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#93 – Advising Business Owners Through Their Exit with Scott Bushkie, CBI, M&AMI, CM&AP

July 16, 2025 • 39 mins

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 of Cornerstone Business Services, about the key steps and considerations involved … Continue reading

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#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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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;}#96 – The Financial Mindset Fix: Joyce Marter on Mental Fitness for Advisors and Clients

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}#95 – The $30 Trillion Opportunity: Serving Women Investors Better with Cary Carbonaro, CFP®

#94 – From Stuck to Scaling: How Top Advisors Build Momentum with David DeCelle

#93 – Advising Business Owners Through Their Exit with Scott Bushkie, CBI, M&AMI, CM&AP

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

#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®

Popular Podcasts

#96 – The Financial Mindset Fix: Joyce Marter on Mental Fitness for Advisors and Clients

#95 – The $30 Trillion Opportunity: Serving Women Investors Better with Cary Carbonaro, CFP®