Top Advisor Podcast

Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner

Many business partnerships begin with two people coming together with like-minded business ideas. 

In the beginning things are great, both parties...

Ep. #20: Cultivating a Company Culture that Drives Long-Term Success with Scott Leibfried, ChFC®, APMA®

How much of a difference does your company culture really make for your clients and your employees? In this episode, Bill invites Scott Leibfried to...

Ep. #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith

When most people think of financial advisors who work with professional athletes, they probably imagine a glamorous lifestyle of spending time with...

Ep. #18 - How to Produce Results at Levels Most Advisors Dream of With Robert Petrocelli

If you ever doubted that hard work, along with a competitive mindset doesn’t pay off, you will want to listen to this episode. In this episode, Referral...

Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP®

When I heard how Joe De Sena was using his personal Facebook page to build his business (and have fun in the process) I was skeptical. Boy was I wrong.

In...