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 to learn their secrets to sustained success. These sho
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Recent Episodes
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...
#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,...
#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...
#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...
#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...
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