Top Advisor Podcast

Recent Episodes

#77 Using Video to Attract, Engage, and Retain Your Ideal Clients with Katie Braden, CFP®

Posted November 13, 2024 • 00:41:09

Video marketing is a powerful tool for financial advisors to build trust, provide value, and create meaningful connections with clients.

How...

Episode #76 The Power of Total Client Relationships: Transforming Client Engagement for Exponential Growth with Tyson Ray, CFP®, CExP®, CIMA®

Posted October 30, 2024 • 00:44:03

Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business.

Do...

Episode #75 Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Special Guest, Barron Damon

Posted October 16, 2024 • 00:29:39

Philanthropists! That’s where the money is!

In this episode, Referral Coach Bill Cates and Barron Damon, a Certified Philanthropic...

Episode #74 How Target Markets and Work-Life Balance Drive Client Growth with Chad Hufford

Posted October 2, 2024 • 00:35:57

If you think work-life balance is hard to achieve, you’re probably right.

With that said, THIS advisor has done it. His path to success...

Episode #73 3 Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC®

Posted September 18, 2024 • 00:39:48

Yohance Harrison has hit the trifecta for success. He’s focused on a clear and profitable target market. He’s getting a ton...

«
1
...
7
8
9
...
22
»