Top Advisor Podcast

From $0 to $1M in annual production in only 5 years sounds impossible, right? Think again. Successful wealth advisor and certified divorce financial analyst, Nicole Middendorf, CDFA, joins us to share her journey from a troubled marriage to discovering her true purpose and helping others along the way – while building a truly Top Advisor … Continue reading Episode #47 From Bucket Lists to Live It Lists – an Advisor’s path to $1M in Annual Production in 5 Years with Nicole Middendorf, CDFA →

Have you ever pondered the idea of writing a book? You know that it could boost your credibility, demonstrate your expertise, and serve as an impressive introduction to your clients and centers of influence. So why haven’t you done it yet?  More than likely, it feels overwhelming – you don’t have the time or it’s … Continue reading Episode #46 The Why & How to Writing a Book That Attracts Ideal Financial Advisory Clients with Paul G. McManus →

Digital marketing for financial advisors can be an overwhelming and/or confusing topic for many. Financial advisors are often challenged by what marketing strategy is right for them, how to communicate their value, and what outside resources might be right for them. Can you relate?  While Bill Cates is the recognized expert and supreme advocate for … Continue reading Episode #45 How to Revolutionize Digital Marketing for Financial Advisors with Stephen Beach →

The evidence is in and it’s compelling. Narrowing a target market to focus on financial planning for women has proven to be a successful move for many advisors. (Most) Women approach financial planning differently than men.  “Just the facts mam.”  Women currently control one-third of total U.S. household financial assets – representing more than 10 … Continue reading Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA® →

“If I target a specific market, what about my current clients? And won’t I be missing out on other opportunities? These are a few of the common questions that come up in the discussion about niche marketing and the best target markets for financial advisors. While these are valid concerns, they are easily addressed.  Listen … Continue reading Episode #43 Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE →

“I tried networking once. It didn’t work!” Yes!  This is an actual quote from a financial advisor.  Sad! Networking for financial advisors is not just going to networking events – which even “The Referral Coach” loathes. Networking is forming our own “community” of mutually beneficial relationships. And it can be done without ever going to … Continue reading Episode #42 The Power of Effective Networking for Financial Advisors – with Michael Goldberg →

Client Engagement!  Client Experience!  Creating “Wow!”  What’s all the fuss? Did you know that client service, client experience, and client engagement are NOT the same things? Julie Littlechild, founder of Absolute Engagement and author of The Pursuit of Absolute Engagement has focused her business on showing advisors how to move their clients from satisfied to … Continue reading Episode #41 Client Experience vs. Engagement: Strategies To Take Your Business To The Next Level with Julie Littlechild →

Imagine that you are getting so many unsolicited referrals that your new prospective clients are willing to be placed on a 4-month waiting list to see you. A pipe dream?  Not necessarily. Our featured guests on today’s show are experiencing this right now.   How are they getting so many referrals without asking?  With strategic relationship … Continue reading Ep. #40 Explosive Growth and Getting Referrals Without Asking with Warren Brooks and Terry Parham Jr. →

If you’ve ever wondered if sending video messages to your prospects and clients can actually produce tangible, profitable results; then you need to listen to this interview.   Have you harnessed the power of a clear, well-defined, and reachable target market – that’s hungry for your value?   Are you using client successes, your client-focused why, and … Continue reading Ep. #39 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU →

“Outspoken” “Controversial” “Disruptive”  These are some of the words that have been used to describe Sara Grillo. Sara’s on a mission to help advisors rise above the platitudes and sameness they use to describe the valuable work they bring to their clients.  In this lively interview, Bill and Sara discuss 2 important (but often overlooked) … Continue reading Ep. #38 2 Big Marketing Strategies for Financial Advisors that Most Fail to Use – featuring Sara Grillo, CFA →