What does it mean to truly scale your advisory team without sacrificing quality or culture? In this episode, Referral Coach Bill Cates interviews Steve Perry, founder and president of Well Recruiting

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 high-performing financial advisors from the

Does financial security keep you up at night? In this episode, Referral Coach Bill Cates interviews Pamela Sams, founder of Jackson Sams Wealth Strategies. Discover how Pamela has harnessed the power

My book is titled Exactly What to Say, but maybe I should have called it, Exactly What to Ask. In this enlightening episode of the Top Advisor Podcast, host Bill Cates sits down with Phil M. Jones,

What if you could cut through the noise and offer your clients true value beyond just product performance? In this episode, Referral Coach Bill Cates interviews co-founders of Holistic Financial Plann

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, education, and strategic branding? In this episode,

In todays episode, we dive deep into the world of multigenerational wealth management and generational wealth transfer with esteemed guest Josh Kanter, JD, a family office executive, advisor, and fou

What would you call a strategic partner if not a center of influence? Today on the Top Advisor Podcast, Referral Coach Bill Cates interviews Duncan MacPherson about transforming how financial advisors

Are your money beliefs holding you back in your practice? In this episode, Referral Coach Bill Cates interviews Tammy Lally, CMC, LUTCF, a certified money coach, financial planner, TED speaker, and a

Creating a memorable client experience is key to standing out in the competitive world of financial advising. How can you automate thoughtfulness and build emotional connections to boost referrals? In