Top Advisor Podcast

Ep. 113 – 3 Must-Have Reputation Strategies for Client Acquisition with Brian Thorp

The way people choose a financial advisor has changed. Bill Cates talks with Brian Thorp, founder of Wealthtender, about why online reviews and internet presence and cred

Ep. 112 – Referrals Aren’t Dead But Are They Enough?  A Marketing Conversation with Molly McClure

In this episode of the Top Advisor Podcast, Bill Cates sits down with Molly McClure, Executive Director of Marketing at OnePoint BFG Wealth Partners, to look at how prosp

#111 – The Ideal Week for Financial Advisors with Brian Margolis

Are you running your week, or is your week running you? Brian Margolis, founder of Productivity Giant explains why most advisors spend too much time reacting to emails,

#110 – Cultivating Community and Challenging Retirement Myths with Derek Coburn

Thrilled to have interviewed Derek Coburn on the latest episode of the Top Advisor Podcast! Derek built and sold a thriving financial practice, created the renowned netw

#109 – How Financial Advisors Win & Keep Business Owner Assets with Scott Bushkie

Did you know? 96% of business owners are open to switching advisors right before, during, or after the sale of their business. That’s a staggering stat from a recent stu

#108 – Maximizing Client & Advisor Outcomes Through Cash Flow Management with David Mozeika

The national average savings rate in the U.S. is a dismal 4%.  If you could help your clients raise that rate as high as 20%, what would that mean to your clients and to

#107 – 3 Top Advisor Growth Strategies – Part 1 with Bill Cates, CSP, CPAE

Welcome to a special solo edition of the Top Advisor Podcast! In this episode, host Bill Cates pulls from decades of coaching, interviewing, and his own experience to del

#106 – Unlocking Profitability for You & Your Clients with Mike Michalowicz

“I actually call myself – lovingly – the angel of death because I was not an angel investor. Yeah, I destroyed businesses and, in the process, wiped myself out financiall

#105 – Your Road Map to Ideal Clients, Ideal Business, and Ideal Life with Bill Bachrach, CSP, CPAE

“Most financial advisors work too many hours for too little money for too many of the wrong clients.” – Bill Bachrach, CSP, CPAE . If you’re a financial advisor lookin

Rewriting Your Money Story: How Beliefs Shape Your Wealth

Most financial challenges aren’t math problems—they’re belief problems. In my recent podcast conversation with Corey Mosley, we talked about money stories: the beliefs p

#104 – Building an 8-Figure Financial Practice with Julia Carlson

“To grow to an 8-figure business, you have to fire yourself – let go of doing all of the things that you think you have to do as the founder, as the advisor, and really l

#103 – Rewire Your Brain: The neuroscience behind the emotions and beliefs that drive financial decisions with Tessa Santarpia

For the human brain, we all have a negativity bias. It’s not a flaw; it’s actually a survival mechanism. So, it’s not that your clients are necessarily overreacting, it’s

#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE

Client expectations in financial services have evolved. Today’s clients aren’t just looking for great service; they’re seeking authentic connection and meaningful experie

#101 – Becoming the First-Call Advisor: Insights from Family Office Expert Rich Wolkowitz

What can financial advisors learn from those guiding the world’s wealthiest and most complex families? And how can you position yourself as the advisor your A+ clients c

#100 – From Top Advisor to Industry Leader: Derrick Kinney’s Secrets for Making Competitors Irrelevant and Attracting Clients

Standing out as a financial advisor requires more than credentials; it’s about clarity, connection, and purpose. How do you move from being “just another advisor” to som

#99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony

If you think numbers and charts are enough to win clients, think again. In this episode, Referral Coach Bill Cates interviews renowned author and speaker Mitch Anthony a

#98 – The Crisis of Differentiation: Michael Kitces on What Actually Works for Advisors

Financial advisors face the real challenge of proving their worth to clients who have more options and skepticism than ever before.  How do today’s top advisors cut thro

#97 – Sustainable Success for Financial Advisors – Integrating Work and Life with Kristin Harad, CFP

Many advisors build thriving practices, only to feel trapped by the very work they love. What if your career could energize, rather than drain, your life? In this intri

#96 – The Financial Mindset Fix: Joyce Marter on Mental Fitness for Advisors and Clients

Do your clients’ money mindsets ever drive you crazy? Do you wish you could get them to just “think right” about their money? What if you knew that some of your clients

#95 – The $30 Trillion Opportunity: Serving Women Investors Better with Cary Carbonaro, CFP®

Most advisors know women will control the majority of wealth by 2030—so why aren’t more of them preparing now? In this episode, Referral Coach Bill Cates interviews Cary