Top Advisor Podcast

Recent Episodes

Episode #41 Client Experience vs. Engagement: Strategies To Take Your Business To The Next Level with Julie Littlechild

Posted May 10, 2023 • 00:39:42

Client Engagement! Client Experience! Creating “Wow!”

What’s all the fuss?

Did you know that client service,...

Ep. #40 Explosive Growth and Getting Referrals Without Asking with Warren Brooks and Terry Parham Jr.

Posted April 26, 2023 • 00:26:06

Imagine that you are getting so many unsolicited referrals that your new prospective clients are willing to be placed on a 4-month waiting list to see...

Ep. #39 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU

Posted April 12, 2023 • 00:37:21

If you’ve ever wondered if sending video messages to your prospects and clients can actually produce tangible, profitable results; then you need to...

Ep. #38 2 Big Marketing Strategies for Financial Advisors that Most Fail to Use – featuring Sara Grillo, CFA

Posted March 22, 2023 • 00:44:08

“Outspoken” “Controversial” “Disruptive”

These are some of the words that have been used to describe Sara Grillo.

Sara’s...

Ep. #37 Strategies for Attracting Affluent Women Clients with Adri Miller-Heckmann

Posted February 15, 2023 • 00:45:06

How are YOU doing when it comes to attracting and working with affluent women?

At this moment in time, women control one-third...