Top Advisor Podcast – Details, episodes & analysis

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Top Advisor Podcast

Top Advisor Podcast

Bill Cates

Business
Education

Frequency: 1 episode/15d. Total Eps: 92

Blubrry
Welcome to the Top Advisor Podcast, brought to you by ProudMouth’s Influence Accelerator Academy, with your host, Bill Cates, CSP, CPAE. Bill interviews the financial service industry’s top performers to learn their secrets to sustained success. These short interviews will get right to the heart of what each top advisor is doing to acquire more right-fit clients. You’ll be reminded, renewed, and inspired to take powerful action. You’ll impact more lives and increase your income at the same time.
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Apple Podcasts

  • 🇺🇸 USA - marketing

    29/07/2025
    #92

  • 🇨🇦 Canada - marketing

    03/07/2025
    #82

  • 🇨🇦 Canada - marketing

    02/07/2025
    #40

  • 🇨🇦 Canada - marketing

    01/07/2025
    #17

  • 🇨🇦 Canada - marketing

    30/06/2025
    #38

  • 🇬🇧 Great Britain - marketing

    27/06/2025
    #95

  • 🇺🇸 USA - marketing

    21/06/2025
    #92

  • 🇺🇸 USA - marketing

    20/06/2025
    #85

  • 🇨🇦 Canada - marketing

    19/06/2025
    #96

  • 🇨🇦 Canada - marketing

    18/06/2025
    #40

Spotify

    No recent rankings available

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Score global : 53%

Publication history

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Episode #71 The Future of Niche Marketing for Financial Advisors – Proper Diagnosis and Targeting with Reese Harper, CFP®

mercredi 21 août 2024 • Duration 42:28

Are you looking for the secret to unlocking your client’s financial potential and taking your advisory business to the next level?  Of course you are! In this episode of Top Advisor Podcast, Bill Cates and guest Reese Harper – founder of Dentist Advisors – take a deep dive into the strategic benefits of niche marketing … Continue reading Episode #71 The Future of Niche Marketing for Financial Advisors – Proper Diagnosis and Targeting with Reese Harper, CFP® →

Episode #70 Strategic Email Marketing for Financial Advisors with James Pollard

mercredi 7 août 2024 • Duration 38:48

Is email marketing for financial advisors dead?  Not by a long shot! Are there productive and unproductive ways to use email in your marketing process?  You bet! Email is still an effective and affordable marketing/prospecting tool that – if used correctly – can contribute significantly to your new-client growth.  Discover the secret to leveraging the … Continue reading Episode #70 Strategic Email Marketing for Financial Advisors with James Pollard →

Episode #61 Becoming Fluent with The Language of Referrals – A Special Episode with Bob Burg Interviewing Bill Cates

mercredi 27 mars 2024 • Duration 44:56

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 →

Episode #60 The Biggest Mistake Clients & Advisors Make in Life Expectancy Planning with Mark Pace, CLU, RHU, ChFC

mercredi 13 mars 2024 • Duration 41:03

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 →

Episode #59 Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC®

mercredi 28 février 2024 • Duration 37:01

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® →

Episode #58 Building Connections that Turn Into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting

mercredi 14 février 2024 • Duration 29:49

Alice Tang, a highly successful financial advisor known for her passion for supporting millionaire women and helping the next generation achieve financial success. It’s no secret that the affluent women’s market is a lucrative, ever-growing niche in the financial industry. This episode touches on this topic AND a whole lot more! In this episode, Bill … Continue reading Episode #58 Building Connections that Turn Into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting →

Episode #56 A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis

mercredi 17 janvier 2024 • Duration 45:23

It’s not an accident that Productivity and Proactive start with the same three letters.  Pro can mean For and Forward. I’m all for moving forward, how about you? If you’re like most advisors, there are days where you feel very productive and know that you are moving your business forward. You probably have other days … Continue reading Episode #56 A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis →

Episode #55 Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko

mercredi 3 janvier 2024 • Duration 33:51

Are you winging it when it comes to serving your client all along the client journey? Or do you embrace and follow a clear strategy for enhancing client and prospect experiences and establishing strong relationships with them throughout the entire client journey?  Attending to all phases of the client journey will always be the fuel … Continue reading Episode #55 Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko →

Episode #54 Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones

mercredi 13 décembre 2023 • Duration 40:01

Family legacy planning involves more than just helping your clients accumulate assets. Creating a lasting legacy for your clients means crafting a set of values, purpose, and financial knowledge that lasts for generations. In this episode, Referral Coach Bill Cates interviews Randy Jones, Wealth Management Advisor at Financial Growth Partners. Randy shares his insights on … Continue reading Episode #54 Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones →

Episode #53 Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP®

mercredi 29 novembre 2023 • Duration 39:27

Have you ever wondered if the hosts of financial advisor podcasts actually get new clients from it?  Is all the effort worth it?  And, by the way, do many of your prospects and clients seem to have limiting beliefs and mistaken assumptions about money? In this episode, Referral Coach Bill Cates and his guest Misty … Continue reading Episode #53 Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP® →

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