Top Advisor Podcast

Do you have an “origin story”? Are you using it to attract more Right-Fit Clients™ and become more referable? Have you figured out how to find your niche market – specifically one that’s clearly defined and profitable? Have you moved away from prospecting to attracting people to you? In this episode of Top Advisor Podcast, … Continue reading Episode #68 Crafting Your Origin Story to Build Trust and Finding Your Niche Market with Dan Brothers, CFP® →

What would your business (and life) look like if you started working with ultra-wealthy clients ranging from $40 to $100 million?  Working with ultra-wealthy clients can be more complex than “merely” high-net-worth clients. These individuals have distinct needs, expectations, and concerns that require a specialized approach from financial advisors, planners, and wealth managers.  In this … Continue reading Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum →

Tired of blending into the crowd? Discover the strategies that will help you forge solid client relationships and become a standout financial advisor. In this episode, Referral Coach Bill Cates interviews Tony Maree Torrey, author of Your Million Dollar Accelerator: Six Proven Strategies to Grow a 7-Figure Financial Practice, and Business Coach for Financial Professionals, … Continue reading Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey →

It is my sincere hope that you are not attempting to do financial planning without gaining the full context of your clients.  Our guest on this next episode of Top Advisor Podcast, Abbey Henderson, has coined the phrase, “Authentic Wealth.” In a nutshell, Authentic Wealth is bigger than just financial accumulation and management. It recognizes … Continue reading Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️ →

Your continued success is predicated on your continued relevance and becoming “the advisor of choice.”  Sometimes, that’s easier said than done. However, one of the most effective ways to accomplish this and build lasting client relationships is through storytelling for financial advisors.  Our guest calls this the Founders Story. As artificial intelligence (AI) and the … Continue reading Episode #64 Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins →

Good health and sufficient wealth go hand in hand. They are intricately intertwined.  Most advisors try to ensure their clients don’t outlive their wealth. A select few advisors work to ensure their clients wealth does not outlive their health.  As a nutritional expert and the author of the book Wealthy, Healthy, and Wise: How To … Continue reading Episode #63 Wealthy, Healthy & Wise with David Meinz, MS, RDN, FAND, CSP →

Speed Kills?  Speed Wins?  It depends! According to research – speed impacts revenue, speed impacts loyalty, and speed impacts emotions. Understanding this crucial dynamic, Bill Cates engages in a compelling conversation with Jay Baer, a distinguished business growth and customer experience strategist, researcher, author, keynote speaker, and B2B influencer.  Jay’s newest book, Time to Win: … Continue reading Episode #62 The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE →

Announcing! Bill Cates’s Newest Book… The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients. Every financial professional understands the power of referrals and personal introductions. Marketing experts extol the virtues of building a referral-based business. However, while providing overarching strategies and concepts, they don’t tell you how to … Continue reading Episode #61 Becoming Fluent with The Language of Referrals – A Special Episode with Bob Burg Interviewing Bill Cates →

According to actuaries, you and your clients are underestimating how long you are going to live. Therefore, most people don’t plan properly, and most financial advisors aren’t even aware of this.  This interview with Marc Pace – Founder of the Vital Longevity Institute – has two parts: Part 1 – Why most people (advisors included) … Continue reading Episode #60 The Biggest Mistake Clients & Advisors Make in Life Expectancy Planning with Mark Pace, CLU, RHU, ChFC →

Are you producing results with LinkedIn? Or do you wonder why you even have an account? I’ve run into very few advisors who are seeing a straight line to ROI with their activities on LinkedIn. Mando Sallavanti is clearly an exception! Effective LinkedIn prospecting for financial advisors requires more than just creating a profile and … Continue reading Episode #59 Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC® →