Top Advisor Podcast

Recent Episodes

Episode #46 The Why & How to Writing a Book That Attracts Ideal Financial Advisory Clients with Paul G. McManus

Posted August 23, 2023 • 00:46:59

Have you ever pondered the idea of writing a book? You know that it could boost your credibility, demonstrate your expertise, and serve as an impressive...

Episode #45 How to Revolutionize Digital Marketing for Financial Advisors with Stephen Beach

Posted August 2, 2023 • 00:48:53

Digital marketing for financial advisors can be an overwhelming and/or confusing topic for many. Financial advisors are often challenged by what marketing...

Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®

Posted July 12, 2023 • 00:27:24

The evidence is in and it’s compelling.

Narrowing a target market to focus on financial planning for women has proven to be...

Episode #43 Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE

Posted June 14, 2023 • 00:35:05

“If I target a specific market, what about my current clients? And won’t I be missing out on other opportunities?

These are a few...

Episode #42 The Power of Effective Networking for Financial Advisors – with Michael Goldberg

Posted May 24, 2023 • 00:40:23

“I tried networking once. It didn’t work!”

Yes! This is an actual quote from a financial advisor. Sad!

Networking for...