“To grow to an 8-figure business, you have to fire yourself let go of doing all of the things that you think you have to do as the founder, as the advisor, and really let go so you can step into this visionary leadership role that most founders wa

For the human brain, we all have a negativity bias. Its not a flaw; its actually a survival mechanism. So, its not that your clients are necessarily overreacting, its more that their biology is perceiving a threat when none might even be there.Tessa

Client expectations in financial services have evolved. Todays clients arent just looking for great service; theyre seeking authentic connection and meaningful experiences.In this episode of the Top Advisor Podcast, Bill Cates is joined by acclaimed

What can financial advisors learn from those guiding the worlds wealthiest and most complex families?And how can you position yourself as the advisor your A+ clients call first?In this episode of the Top Advisor Podcast, Bill Cates interviews Rich Wolk

Standing out as a financial advisor requires more than credentials; its about clarity, connection, and purpose.How do you move from being just another advisor to someone clients instantly trust and want to work with? How do you stop competing on title

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 storytelling and life-centered financial planning.Mitch sh

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 credibility, and attract clients in a way that actually works

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 Coach Bill Cates, CSP, CAPE interviews Kristin Harad, CFP

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 rooted in their DNA? Is that possible? Its called epigen

Most advisors know women will control the majority of wealth by 2030so why aren’t more of them preparing now?In this episode, Referral Coach Bill Cates interviews Cary Carbonaro, CFP, Managing Wealth Advisor and the Women and Wealth Ambassador at