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

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