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

#82 Financial Focus for College Athletes: A Winning Game Plan with Jeff Durr

Posted February 5, 2025 • 00:24:28

Ever wondered how financial advisors can truly connect with niche markets? What if we told you the secret lies in a unique combination of athletics,...

#81 Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter, JD

Posted January 22, 2025 • 00:36:27

In today’s episode, we dive deep into the world of multigenerational wealth management and generational wealth transfer with esteemed guest Josh Kanter,...

#80 Building Strong Strategic Partnerships with Duncan MacPherson

Posted January 8, 2025 • 00:42:57

What would you call a strategic partner if not a center of influence?

Today on the Top Advisor Podcast, Referral Coach Bill Cates interviews...

#79 Do You and Your Clients Need a Money Detox? with Tammy Lally

Posted December 18, 2024 • 00:39:51

Are your money beliefs holding you back in your practice? In this episode, Referral Coach Bill Cates interviews Tammy Lally, CMC®, LUTCF, a certified...

#78 Maximize Your Referrals: The Secret to Becoming a Highly Referable Financial Advisor with Jeff Jackel

Posted December 4, 2024 • 00:40:17

Creating a memorable client experience is key to standing out in the competitive world of financial advising.

How can you automate thoughtfulness...