Top Advisor Podcast

What if the problem you’re trying to solve isn’t the real problem at all? How might that damage rather than help your business? Jeff Thorsteinson argues that advisors often look for better answers when they should be asking better questions. A growth challenge may actually be a capacity problem. A referral problem may point to weak positioning. A full calendar may signal over-reliance on the advisor. In this episode of Top Advisor Podcast, Bill and Jeff explore why questions are “the operat

We’re diving deep into what it really takes to build an advisory firm that not only grows but truly scales, without sacrificing client experience or firm culture. Our guest is Andy Schwartz, CEO and managing partner of OnePoint BFG Wealth Partners, a national RIA managing over $19 billion in client assets. With more than four decades of experience, Andy shares the inside story of how he and his twin brother Scott evolved a two-person practice into a thriving enterprise with hundreds of employee

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 credibility now play an important role in the decision to meet with you and, hopefully, work with you. They discuss what advisors can do to make sure their digital credibility supports the trust they have built offline. Brian shares findings from a study of 500 mass-affluent Americans. One result stands out: 83 percent of people wh

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 prospects choose a financial advisor today. A trusted introduction may put an advisor at the top of the list, but prospects still do their homework. They check your website. They look at your LinkedIn profile. They search Google, and increasingly, they ask AI. Yup! For better or worse, AI is playing a huge role in this dynamic now.

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, distractions, and day-to-day chaos, and how you can reverse that trend. Key Takeaways: Pillar System: Identify 5-7 weekly “pillars” – the most high-leverage activities that, done consistently, drive your long-term results. Success lies in consistency, even if the payoff isn’t immediately obvious. Pro Time (Protected, Proactiv

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 networking community Cadre, and is a bestselling author challenging the conventional views on retirement. Whether you’re a financial advisor or a growth-minded professional, his journey and perspectives are a must-listen. Here are 3 key takeaways for you: Curated Networking Beats Cold Outreach: Derek found greater success – and dee