Top Advisor Podcast

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, Chief Financial Planning Nerd … Continue reading #98 – The Crisis of Differentiation: Michael Kitces on What Actually Works for Advisors →

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 integration rather … Continue reading #97 – Sustainable Success for Financial Advisors – Integrating Work and Life with Kristin Harad, CFP →

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

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

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

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

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

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 #91 Standing Out: Niche Marketing for Financial Advisors with Kristen Luke →

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 #90 Ric Edelman on Growing Your Financial Practice and Trends Reshaping the Advisor World →

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 #89 Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh →