Do your clients money mindsets ever drive you crazy? Do you wish you could get them to just think right about their money? What if you knew that some of your clients financial challenges are roote

Most advisors know women will control the majority of wealth by 2030so why arent more of them preparing now? In this episode, Referral Coach Bill Cates interviews Cary Carbonaro, CFP, Managing Weal

Are you building a business you love or one thats wearing you down? In this episode of Top Advisor Podcast, I interview David DeCelle, CEO of Model FA, whose passion is helping advisors fall in lov

Selling a business is a monumental decision, filled with considerations that can significantly impact the owners future. How can advisors provide real value beyond investment advice during this cruci

Building strong financial foundations isnt just about numbers, its about nurturing relationships and leaving a legacy. How can financial advisors inspire trust and empower the next generation? What

In a crowded market, how can financial advisors truly stand out and attract their ideal clients? Whats the key difference between a target market and a niche, and why does it matter? In this episode,

In this episode of Top Advisor Podcast, I sat down with one of the most recognized and influential names in the financial services industry: Ric Edelman. From starting as a new advisor to building the

Referrals have always been the fastest and most predominant way that advisors have grown their business. But its not the only way. Abby Salameh, Chief Growth Officer at RFG Advisory, dives deep into

When it comes to generational wealth, its not just about money; its about relationships. Dont believe me? Listen to this interview!!! In this episode, Referral Coach Bill Cates sits down with Bar

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