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
Episode #51 Creating Interesting, Edgy, and Authentic Content Marketing for Financial Advisors That Turns Prospects into Clients with David B. Armstrong, CFA
This is an interview you don’t want to miss.
David Armstrong, CFA has found a way to message his value and attract new clients who are perfect...
Episode #50 How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin, CPA, CFP®
To say that people have an emotional relationship with money would be an understatement!
While you may be a CFP, or a ChFC, or any number of...
Episode #49 LinkedIn for Financial Advisors: Insider Strategies for Getting Your Posts Seen with Richard Bliss
I’m willing to wager that you and your marketing team have no clue how the LinkedIn algorithm works.
And because of that, you are wasting...
Episode #48 Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham
This may be one of the most important interviews we’ve done since the inception of Top Advisor Podcast.
The very best advisors know...
Episode #47 From Bucket Lists to Live It Lists – an Advisor’s path to $1M in Annual Production in 5 Years with Nicole Middendorf, CDFA
From $0 to $1M in annual production in only 5 years sounds impossible, right? Think again.
Successful wealth advisor and certified divorce financial...
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