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 →

Sudden Wealth can strike in many ways. It can come through an inheritance, an athlete signing a lucrative contract, a legal settlement, the sale of a company, or even winning the lottery. Sudden wealth can bring elation and a host of challenges. Without a sound plan of action, sudden wealth can escape almost as quickly … Continue reading Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick →

Many top financial advisors use a target market strategy that enhances just about every other aspect of their client-acquisition efforts. They are able to build a reputation that begins to draw people in – where they are sought out by prospects with their hand raised saying, “I’ve heard great things about you. You were highly … Continue reading Ep. #23: Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario →

In business, when you hear someone talk about the CEO’s role in a company, your first thought is that they’re the leader and top decision-maker for the company.  What if we told you that there are two other integral roles in a company that also fall under the CEO umbrella?  In this episode, Referral Coach … Continue reading Ep. #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play →

Many business partnerships begin with two people coming together with like-minded business ideas.  In the beginning things are great, both parties get along well and the creative juices flow. Eventually a legal partnership is formed.  However, once the business is formed, do you know how your partner deals with setbacks and success? Do you know … Continue reading Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner →

How much of a difference does your company culture really make for your clients and your employees? In this episode, Bill invites Scott Leibfried to talk about the “Premium Client Experience” and how his years in the industry have helped him develop the toolkit to strengthen his clients’ and employees’ relationship with his business. Bill … Continue reading Ep. #20: Cultivating a Company Culture that Drives Long-Term Success with Scott Leibfried, ChFC®, APMA® →

When most people think of financial advisors who work with professional athletes, they probably imagine a glamorous lifestyle of spending time with their favorite players, getting a behind-the-scenes look into professional sports, and free tickets to games. But what is it really like being a financial advisor for athletes? In this episode, Referral Coach Bill … Continue reading Ep. #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith →

If you ever doubted that hard work, along with a competitive mindset doesn’t pay off, you will want to listen to this episode. In this episode, Referral Coach Bill Cates talks with Bob Petrocelli, founder and managing director of Petrocelli Financial Services, LLC. With 42 years in the business, Rob will discuss what has brought … Continue reading Ep. #18 – How to Produce Results at Levels Most Advisors Dream of With Robert Petrocelli →