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

#87 Building Your Financial Advisory Team with Top Talent – Insights from Steve Perry

Posted April 16, 2025 • 00:43:24

What does it mean to truly scale your advisory team without sacrificing quality or culture?

In this episode, Referral Coach Bill Cates...

#86 Become a Million-Dollar-Advisor with Dave Mullen

Posted April 2, 2025 • 00:42:07

Are you ready to become a million-dollar advisor, or are you already there wanting to push your success further? Discover the core strategies that separate...

#85 Helping Clients Sleep Well at Night with Financial Planning with Pamela Sams

Posted March 19, 2025 • 00:36:46

Does financial security keep you up at night?

In this episode, Referral Coach Bill Cates interviews Pamela Sams, founder of Jackson Sams Wealth...

#84 EXACTLY What to Say (And Ask) with Phil M. Jones, CSP, CPAE

Posted March 5, 2025 • 00:54:04

“My book is titled Exactly What to Say, but maybe I should have called it, Exactly What to Ask.”

In...

#83 Charging for Financial Planning Services with Steven Kaplan & Ben Skupp

Posted February 19, 2025 • 00:43:56

What if you could cut through the noise and offer your clients true value beyond just product performance?

In this episode, Referral Coach Bill...