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

Recent Episodes

#92 Connecting Generations Through Financial Literacy with Jeff Panik, CFP®, MSFS, CRPS

Posted July 2, 2025 • 00:30:19

Building strong financial foundations isn’t just about numbers, it’s about nurturing relationships and leaving a legacy.

How can financial...

#91 Standing Out: Niche Marketing for Financial Advisors with Kristen Luke

Posted June 19, 2025 • 00:37:19

In a crowded market, how can financial advisors truly stand out and attract their ideal clients?

What’s the key difference between a target...

#90 Ric Edelman on Growing Your Financial Practice and Trends Reshaping the Advisor World

Posted June 5, 2025 • 00:33:24

In this episode of Top Advisor Podcast, I sat down with one of the most recognized and influential names in the financial services industry:...

#89 Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh

Posted May 14, 2025 • 00:37:27

Referrals have always been the fastest and most predominant way that advisors have grown their business. But… it’s not the only way.

Abby...

#88 The Do’s and Don’ts of Intergenerational Wealth Transfer with Barry Banther, CMD, CSP, CPAE

Posted April 30, 2025 • 00:49:35

When it comes to generational wealth, it’s not just about money; it’s about relationships. Don’t believe me? Listen to this interview!!!

In...