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
Ep. #36 Attracting Affluent Women – Great Niche Markets for Financial Advisors –An Interview with Russ Thornton
“Targeting niche markets for financial advisors” is a common theme these days. Are you sick of hearing that? Do you have a well-defined niche...
Ep. #35 Before you ask for referrals, get your mindset right with Bill Cates, CSP, CPAE
Your ability to ask for referrals – to get more new clients through personal introductions – has to start with your mindset. This means that before...
Ep. #34 “Growing Wellthy”: The Importance of Holistic Financial Planning With Stevyn Guinnip
6% of retirees say that health is more important than wealth.
Are you helping your clients (regardless of their age) with their most important...
Ep. #33: How This Advisor Built a $1M+ Boutique Financial Practice Taking 248 Days off per Year
What if you could net over $1M per year working 30-hour weeks and taking 13 full weeks off every year?
What would that mean to you? More...
Ep. #32: 5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP
Sandro Forte serves as a financial advisor to the Royal Family in the United Kingdom. But that’s not why we interviewed him.
We interviewed...
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