Top Advisor Podcast

By Bill CatesBusiness Education Self-Improvement Marketing

Top Advisor Podcast episodes

March 11 #106 – Unlocking Profitability for You & Your Clients with Mike Michalowicz
“I actually call myself – lovingly – the angel of death because I was not an angel investor. Yeah, I destroyed businesses and, in the process, wiped myself out financially.” – Mike Michalowicz I believe that the message in Mike Michalowicz’ book, Profit First is both elegantly simple and powerful I’ve adopted most of these strategies over … Continue reading #106 – Unlocking Profitability for You & Your Clients with Mike Michalowicz →
38 min
February 18 #105 – Your Road Map to Ideal Clients, Ideal Business, and Ideal Life with Bill Bachrach, CSP, CPAE
“Most financial advisors work too many hours for too little money for too many of the wrong clients.” – Bill Bachrach, CSP, CPAE . If you’re a financial advisor looking to grow your ideal practice, this session is a must-listen. We unpacked the power of building high-trust relationships and how just 50 ideal clients paying $20,000 a … Continue reading #105 – Your Road Map to Ideal Clients, Ideal Business, and Ideal Life with Bill Bachrach, CSP, CPAE →
1 hr 4 min
January 19 Rewriting Your Money Story: How Beliefs Shape Your Wealth
Most financial challenges aren’t math problems—they’re belief problems. In my recent podcast conversation with Corey Mosley, we talked about money stories: the beliefs people absorb early in life that quietly shape how they save, invest, earn, and even value themselves. Clients don’t always resist your advice because they “don’t get it.”Often, they resist because the … Continue reading Rewriting Your Money Story: How Beliefs Shape Your Wealth →
0 min
December 17, 2025 #104 – Building an 8-Figure Financial Practice with Julia Carlson
“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 … Continue reading #104 – Building an 8-Figure Financial Practice with Julia Carlson →
44 min
December 03, 2025 #103 – Rewire Your Brain: The neuroscience behind the emotions and beliefs that drive financial decisions with Tessa Santarpia
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 … Continue reading #103 – Rewire Your Brain: The neuroscience behind the emotions and beliefs that drive financial decisions with Tessa Santarpia →
45 min
November 20, 2025 #102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE
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 Weylman to explore how advisors can build deeper client engagement, loyalty, and advocacy. Drawing on … Continue reading #102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE →
42 min
November 19, 2025#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE
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 Weylman to explore how advisors can build deeper client engagement, loyalty, and advocacy.
Drawing on decades of research and field experience, Richard explains why empathy, thoughtful communication, and personalized experiences are now the keys to standing out – to attract and retain ideal clients.
Richard shares practical strategies and real-life examples, including how small, intentional actions can generate lasting relationships and even significant referrals.
Bill and Richard Discuss:
The four keys to remarkable client experiences
Why “great service” isn’t enough anymore
Why a structured, proactive communication plan sets top advisors apart and how often our clients really expect to hear from you
The power of asking better questions
Why clients who are merely “satisfied” are always at risk of leaving and how to become the kind of advisor they advocate for with their friends and colleagues
And more!
Sponsor:
EPISODE SPONSOR: Oberle Risk Strategies
www.Oberle-Risk.com/private-client
Connect With Richard Weylman:
LinkedIn: https://www.linkedin.com/in/richard-weylman-keynotespeaker/
Websites:
www.richardweylman.com
www.weylmancenter.com
weylmanconsultinggroup.com
Resources:
RapidFire Referrals
Get a copy of “The Language of Referrals”
Get a copy of “Radical Relevance”
Grab your copy of The Hidden Heist today!
Find Mitch Anthony’s books here!
Connect With Bill Cates:
[email protected]
Referral Coach Homepage
Hire Bill for Coaching
Enroll in The Cates Academy
About Richard Weylman:
Richard was orphaned at age 6, lived in 19 foster homes and attended 11 different schools. Breaking out of those circumstances, he led an award-winning Rolls-Royce Motorcar operation then progressed to heading and then creating the initial sales and marketing organization for The Robb Report, an internationally recognized magazine for the affluent lifestyle.
For nearly three decades Richard has been honored to show business owners and professionals around the world the path to proven business growth and success. He uses his unique ability to see things from the client’s or customer’s perspective and interpret their needs to then create the prescriptive strategies and tactics needed to elevate business performance in today’s marketplace.
As a researcher, author, consultant, and serial entrepreneur, he helps to deliver personalized and dynamic presentations that achieve real outcomes and measurable results.
40 min
November 05, 2025 #101 – Becoming the First-Call Advisor: Insights from Family Office Expert Rich Wolkowitz
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, and founder of Xylogenesis. From White House counsel to family … Continue reading #101 – Becoming the First-Call Advisor: Insights from Family Office Expert Rich Wolkowitz →
37 min
October 22, 2025 #100 – From Top Advisor to Industry Leader: Derrick Kinney’s Secrets for Making Competitors Irrelevant and Attracting Clients
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 special … Continue reading #100 – From Top Advisor to Industry Leader: Derrick Kinney’s Secrets for Making Competitors Irrelevant and Attracting Clients →
37 min
October 08, 2025 #99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony
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 financial advisors … Continue reading #99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony →
48 min

About Top Advisor Podcast

From the publisher's feed

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…