6% of retirees say that health is more important than wealth. Are you helping your clients (regardless of their age) with their most important asset – their health?  There are two ways you can be of value to your clients in terms of holistic financial planning: Be a purveyor of great information in this area. … Continue reading Ep. #34 “Growing Wellthy”: The Importance of Holistic Financial Planning With Stevyn Guinnip →

What if you could net over $1M per year working 30-hour weeks and taking 13 full weeks off every year?    What would that mean to you?  More time with family and friends?  More time on the golf course, boating, fishing, cooking, traveling, and whatever the heck you feel like doing? And what if you could … Continue reading Ep. #33: How This Advisor Built a $1M+ Boutique Financial Practice Taking 248 Days off per Year →

Sandro Forte serves as a financial advisor to the Royal Family in the United Kingdom. But that’s not why we interviewed him. We interviewed Sandro because of the insight and wisdom he brings to the client acquisition process.   In this episode of The Top Advisor Podcast, Referral Coach Bill Cates sits down with Sandro Forte, … Continue reading Ep. #32: 5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP →

How would you like to turn high net worth prospects into clients in the very first meeting, instead of chasing them or wondering if they are going to come back for a second appointment? I think it’s safe to say that your answer to the above question is “yes” – as long as that prospect … Continue reading Ep. #31: The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP® →

In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D (RedZoneMarketing.com) about creating more unsolicited referrals.  In Part 2, we flip the table!  Maribeth is interviewing Bill about asking for referrals and how to get referred up! Maribeth Kuzmeski Gets Bill to Discuss:  Why getting referrals without asking is incomplete.  The … Continue reading Ep. #30: Asking for Referrals and Getting Referred Up With Maribeth Kuzmeski, PhD. (Part 2) →

Every financial advisor wants referrals without asking – as long as those prospects are an ideal fit for their business.  How do you get these qualified unsolicited referrals? And what’s the difference between pursuing unsolicited referrals and actually asking for referrals? In Part 1 of this 2-part interview, Referral Coach Bill Cates CSP, CPAE, interviews … Continue reading Ep. #29: The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth Kuzmeski, PhD. →

When it comes to building a referral only practice, you want to attract prospects and build client relationships by making two intertwined connections. You want to make a value connection and you want to make a personal connection. Both are necessary, though the mix of the two may vary from client to client. In this … Continue reading Ep. #28: Building a Referral Only Practice on a Powerful Story With Tyson Vines →

Is your marketing strategy a Triple Threat? There are three important marketing strategies that every top advisor should consider using in their effort to attract more Right-Fit Clients: A well-defined, profitable target market. A financial advisor website focused on client acquisition (not just a “digital brochure.”) A podcast that creates credibility in your target market. … Continue reading Ep. #27: Triple Threat: The Exponential Power of an Effective Financial Advisor Website, Podcast, and Target Market with Jeremy Keil, CFP®, CFA, CIMA® →

According to Forbes, “Millennials will hold five times as much wealth as they have today, and the group is anticipated to inherit over $68 trillion from their Baby Boomer parents by the year 2030. This will represent one of the greatest wealth transfers in the modern times.” There are already approximately 618,000 millennial millionaires. Millennial … Continue reading Ep. #26: How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC →

Do you have a Personal Brand Story Do you know your “why” – as in, why you believe in the importance and value of your work? And are you using it to connect with your prospects and clients in a meaningful way – that leads to winning their business and generating referrals? In this episode … Continue reading Ep. #25: How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest →