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. #26: How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC
According to Forbes, “Millennials will hold five times as much wealth as they have today, and the group is anticipated to inherit over $68 trillion...
Ep. #25: How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest
Do you have a Personal Brand Story Do you know your “why” – as in, why you believe in the importance and value of your work?
And are you...
Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick
Sudden Wealth can strike in many ways. It can come through an inheritance, an athlete signing a lucrative contract, a legal settlement,...
Ep. #23: Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario
Many top financial advisors use a target market strategy that enhances just about every other aspect of their client-acquisition efforts. They are able...
Ep. #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play
In business, when you hear someone talk about the CEO’s role in a company, your first thought is that they’re the leader and top decision-maker...
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