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Top Advisor Podcast

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... Read more

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Ranked #1

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Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick

Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick

Sudden Wealth can strike in many ways. It can come through an inheritance, an athlete signing a lucrative contract, a le... Read more

22 Jun 2022

40mins

Ranked #2

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Ep. #23: Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario

Ep. #23: Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario

Many top financial advisors use a target market strategy that enhances just about every other aspect of their client-acq... Read more

8 Jun 2022

34mins

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Ranked #3

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Ep. #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play

Ep. #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play

In business, when you hear someone talk about the CEO’s role in a company, your first thought is that they’re the leader... Read more

25 May 2022

44mins

Ranked #4

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Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner

Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner

Many business partnerships begin with two people coming together with like-minded business ideas.  In the beginning thin... Read more

11 May 2022

39mins

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Ranked #5

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Ep. #20: Cultivating a Company Culture that Drives Long-Term Success with Scott Leibfried, ChFC®, APMA®

Ep. #20: Cultivating a Company Culture that Drives Long-Term Success with Scott Leibfried, ChFC®, APMA®

How much of a difference does your company culture really make for your clients and your employees? In this episode, Bil... Read more

27 Apr 2022

34mins

Ranked #6

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Ep. #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith

Ep. #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith

When most people think of financial advisors who work with professional athletes, they probably imagine a glamorous life... Read more

13 Apr 2022

34mins

Ranked #7

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Ep. #18 – How to Produce Results at Levels Most Advisors Dream of With Robert Petrocelli

Ep. #18 – How to Produce Results at Levels Most Advisors Dream of With Robert Petrocelli

If you ever doubted that hard work, along with a competitive mindset doesn’t pay off, you will want to listen to this ep... Read more

30 Mar 2022

40mins

Ranked #8

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Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP®

Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP®

When I heard how Joe De Sena was using his personal Facebook page to build his business (and have fun in the process) I ... Read more

16 Mar 2022

18mins

Ranked #9

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Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP® (Ep. 16)

Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP® (Ep. 16)

Having a very specific financial advisor new client onboarding process can get your relationship off to a great start – ... Read more

2 Mar 2022

24mins

Ranked #10

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The Truth about Social Media for Financial Advisors with Kristen Walker (Ep. 15)

The Truth about Social Media for Financial Advisors with Kristen Walker (Ep. 15)

What is your relationship with social media?  Social media for financial advisors means different things. Some advisors ... Read more

16 Feb 2022

41mins

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