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
#97 – Sustainable Success for Financial Advisors – Integrating Work and Life with Kristin Harad, CFP
Many advisors build thriving practices, only to feel trapped by the very work they love.
What if your career could energize, rather than drain,...
#96 – The Financial Mindset Fix: Joyce Marter on Mental Fitness for Advisors and Clients
Do your clients’ money mindsets ever drive you crazy?
Do you wish you could get them to just “think right” about their money?
What...
#95 – The $30 Trillion Opportunity: Serving Women Investors Better with Cary Carbonaro, CFP®
Most advisors know women will control the majority of wealth by 2030—so why aren’t more of them preparing now?
In this episode, Referral...
#94 – From Stuck to Scaling: How Top Advisors Build Momentum with David DeCelle
Are you building a business you love — or one that’s wearing you down?
In this episode of Top Advisor Podcast, I interview David DeCelle,...
#93 – Advising Business Owners Through Their Exit with Scott Bushkie, CBI, M&AMI, CM&AP
Selling a business is a monumental decision, filled with considerations that can significantly impact the owner’s future.
How can advisors...
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