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

Video marketing is a powerful tool for financial advisors to build trust, provide value, and create meaningful connections with clients. How can you effectively use video to attract clients and mainta

Building robust client relationships can lead to an increase in referrals, better client retention, and ultimately, a thriving business. Do you do your financial planning in a vacuum, or do you consid

Philanthropists! Thats where the money is! In this episode, Referral Coach Bill Cates and Barron Damon, a Certified Philanthropic Coach, dive into the world of strategic financial advisor philanthro

If you think work-life balance is hard to achieve, youre probably right. With that said, THIS advisor has done it. His path to success is amazing! The strategic decisions he made early in his career

Yohance Harrison has hit the trifecta for success. Hes focused on a clear and profitable target market. Hes getting a ton of right-fit referrals. And hes identified and nurturing his advocates in a

Client events can be a game-changer for financial advisors, offering a unique and personal way to build client relationships and grow your business. Are you leveraging client events to their full pote

Are you looking for the secret to unlocking your clients financial potential and taking your advisory business to the next level? Of course you are! In this episode of Top Advisor Podcast, Bill Cate

Is email marketing for financial advisors dead? Not by a long shot! Are there productive and unproductive ways to use email in your marketing process? You bet! Email is still an effective and afford