Top Advisor Podcast

Latest Episodes
#92 Connecting Generations Through Financial Literacy with Jeff Panik, CFP®, MSFS, CRPS
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
#91 Standing Out: Niche Marketing for Financial Advisors with Kristen Luke
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,
#90 Ric Edelman on Growing Your Financial Practice and Trends Reshaping the Advisor World
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
#89 Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh
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
#88 The Do’s and Don’ts of Intergenerational Wealth Transfer with Barry Banther, CMD, CSP, CPAE
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
#87 Building Your Financial Advisory Team with Top Talent – Insights from Steve Perry
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
#86 Become a Million-Dollar-Advisor with Dave Mullen
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
#85 Helping Clients Sleep Well at Night with Financial Planning with Pamela Sams
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
#84 EXACTLY What to Say (And Ask) with Phil M. Jones, CSP, CPAE
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,
#83 Charging for Financial Planning Services with Steven Kaplan & Ben Skupp
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