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
#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE
Client expectations in financial services have evolved. Today’s clients aren’t just looking for great service; they’re seeking authentic...
#101 – Becoming the First-Call Advisor: Insights from Family Office Expert Rich Wolkowitz
What can financial advisors learn from those guiding the world’s wealthiest and most complex families?
And how can you position yourself...
#100 – From Top Advisor to Industry Leader: Derrick Kinney’s Secrets for Making Competitors Irrelevant and Attracting Clients
Standing out as a financial advisor requires more than credentials; it’s about clarity, connection, and purpose.
How do you move from being...
#99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony
If you think numbers and charts are enough to win clients, think again.
In this episode, Referral Coach Bill Cates interviews renowned...
#98 – The Crisis of Differentiation: Michael Kitces on What Actually Works for Advisors
Financial advisors face the real challenge of proving their worth to clients who have more options and skepticism than ever before.
How do...
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