Top Advisor Podcast

Top Advisor Podcast

Latest Episodes

2 Big Marketing Strategies for Financial Advisors that Most Fail to Use – featuring Sara Grillo, CFA
March 22, 2023

Outspoken Controversial Disruptive These are some of the words that have been used to describe Sara Grillo. Saras on a mission to help advisors rise above the platitudes and sameness they use

Ep. #37 Strategies for Attracting Affluent Women Clients with Adri Miller-Heckmann
February 15, 2023

How are YOU doing when it comes to attracting and working with affluent women? At this moment in time, women control one-third of total U.S. household financial assets representing more than 10 tril

Ep. #36 Attracting Affluent Women – Great Niche Markets for Financial Advisors –An Interview with Russ Thornton
February 01, 2023

Targeting niche markets for financial advisors is a common theme these days. Are you sick of hearing that? Do you have a well-defined niche market? Are you casting too wide a net in your marketing

Ep. #35 Before you ask for referrals, get your mindset right with Bill Cates, CSP, CPAE
January 18, 2023

Your ability to ask for referrals to get more new clients through personal introductions has to start with your mindset. This means that before you ask for referrals and introductions you must fir

Ep. #34 “Growing Wellthy”: The Importance of Holistic Financial Planning With Stevyn Guinnip
January 04, 2023

6% of retirees say that health is more important than wealth. Are you helping your clients (regardless of their age) with their most important asset their health? There are two ways you can be of v

Ep. #33: How This Advisor Built a $1M+ Boutique Financial Practice Taking 248 Days off per Year
December 15, 2022

What if you could net over $1M per year working 30-hour weeks and taking 13 full weeks off every year? What would that mean to you? More time with family and friends? More time on the golf course

Ep. #32: 5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP
December 01, 2022

Sandro Forte serves as a financial advisor to the Royal Family in the United Kingdom. But thats not why we interviewed him. We interviewed Sandro because of the insight and wisdom he brings to the cl

Ep. #31: The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP®
November 09, 2022

How would you like to turn high net worth prospects into clients in the very first meeting, instead of chasing them or wondering if they are going to come back for a second appointment? I think its s

Ep. #30: Asking for Referrals and Getting Referred Up With Maribeth Kuzmeski, PhD. (Part 2)
October 26, 2022

In Part 1 of this 2-part series Bill Cates interviewed Maribeth Kuzmeski, Ph.D ( about creating more unsolicited referrals. In Part 2, we flip the table! Maribeth is interview

Ep. #29: The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth Kuzmeski, PhD.
October 12, 2022

Every financial advisor wants referrals without asking as long as those prospects are an ideal fit for their business. How do you get these qualified unsolicited referrals? And whats the differenc