Top Advisor Podcast

Ep. #31: The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP®

How would you like to turn high net worth prospects into clients in the very first meeting, instead of chasing them or wondering if they are going to...

Ep. #30: Asking for Referrals and Getting Referred Up With Maribeth Kuzmeski, PhD. (Part 2)

In Part 1 of this 2-part series – Bill Cates interviewed Maribeth Kuzmeski, Ph.D (RedZoneMarketing.com) about creating more unsolicited referrals. 

In...

Ep. #29: The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth Kuzmeski, PhD.

Every financial advisor wants referrals without asking – as long as those prospects are an ideal fit for their business. 

How do you get these...

Ep. #28: Building a Referral Only Practice on a Powerful Story With Tyson Vines

When it comes to building a referral only practice, you want to attract prospects and build client relationships by making two intertwined connections....

Ep. #27: Triple Threat: The Exponential Power of an Effective Financial Advisor Website, Podcast, and Target Market with Jeremy Keil, CFP®, CFA, CIMA®

Is your marketing strategy a Triple Threat?

There are three important marketing strategies that every top advisor should...