If you think numbers and charts are enough to win clients, think again. In this episode, Referral Coach Bill Cates interviews renowned author and speaker Mitch Anthony about the decisive role of story

Financial advisors face the real challenge of proving their worth to clients who have more options and skepticism than ever before. How do todays top advisors cut through the noise, establish credib

Many advisors build thriving practices, only to feel trapped by the very work they love. What if your career could energize, rather than drain, your life? In this intriguing conversation, Referral Coa

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