Most advisors have an internal new client onboarding checklist, but few have discovered the value of a comprehensive client onboarding process that creates both a value connection and a personal connection.  Done well, the client onboarding process will help your new clients feel great about their decision to work with you and make you super … Continue reading Ep. #5: Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC →

Most financial advisors get into this business to create freedom and flexibility in their lives. The problem is, very few actually achieve that. Instead, they are tied to their business. The business owns them.  Can you relate to the pain of this unhealthy scenario? If so, how do you create a financial advisor business plan … Continue reading Ep. #4: Building a Financial Advisor Business Plan that Aligns with Your Ideal Life with Peter Oldziey CFP® →

Many financial advisors like to keep an arm’s length distance between themselves and their clients, keeping everything strictly on the professional level. But many of the most successful financial advisors are doing the opposite. In this episode, Referral Coach Bill Cates, CSP, CPAE is joined by Lester Matlock CFP®, CRPC®, APMA®, private wealth advisor. Lester … Continue reading Ep. #3: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock CFP®, CRPC®, APMA® →

You’ve undoubtedly heard about the benefits of highly-focused target markets for financial advisors. But perhaps you have reservations and worry that if you go too narrow, you’ll be missing out on valuable opportunities. If you’ve been considering a specific target market, then perhaps this interview will tip the scales in that direction for you. In … Continue reading Ep. #2: The Benefits of Narrow Target Markets for Financial Advisors with Adam Cmejla CFP® →

In this episode, Bill Cates is joined by Alanna Morey, CFP®, APMA®, private wealth advisor at Siena Wealth Advisory Group. Alanna shares her inspiring journey that took her from living in her car to becoming a financial advisor generating $1.2 million in revenue this year. Do you have a promising team member who you’re grooming … Continue reading Ep. #1: From Receptionist to Rockstar: Helping a Team Member Become a Financial Advisor with Alanna Morey, CFP®, AMPA →

Are you a successful advisor with plans for additional growth, and you’re just looking for some fresh insight on how to supercharge that growth? You are in the right place. Welcome to The Top Advisor Podcast! In this debut episode of The Top Advisor Podcast, join your host Bill Cates, Referral Coach, as he introduces … Continue reading Premiere Episode – Introducing The Top Advisor Podcast! →