Top Advisor Podcast

Top Advisor Podcast

Latest Episodes

Episode #48 Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham
September 20, 2023

This may be one of the most important interviews weve done since the inception of Top Advisor Podcast. The very best advisors know that their job is more than managing investments or selling insuranc

Episode #47 From Bucket Lists to Live It Lists – an Advisor’s path to $1M in Annual Production in 5 Years with Nicole Middendorf, CDFA
September 06, 2023

From $0 to $1M in annual production in only 5 years sounds impossible, right? Think again. Successful wealth advisor and certified divorce financial analyst, Nicole Middendorf, CDFA, joins us to share

Episode #46 The Why & How to Writing a Book That Attracts Ideal Financial Advisory Clients with Paul G. McManus
August 23, 2023

Have you ever pondered the idea of writing a book? You know that it could boost your credibility, demonstrate your expertise, and serve as an impressive introduction to your clients and centers of inf

Episode #45 How to Revolutionize Digital Marketing for Financial Advisors with Stephen Beach
August 02, 2023

Digital marketing for financial advisors can be an overwhelming and/or confusing topic for many. Financial advisors are often challenged by what marketing strategy is right for them, how to communicat

Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®
July 12, 2023

The evidence is in and its compelling. Narrowing a target market to focus on financial planning for women has proven to be a successful move for many advisors. (Most) Women approach financial plannin

Episode #43 Are the Riches Really in the Niches? Best Target Markets for Financial Advisors with Bill Cates, CSP, CPAE
June 14, 2023

If I target a specific market, what about my current clients? And wont I be missing out on other opportunities? These are a few of the common questions that come up in the discussion about niche mar

Episode #42 The Power of Effective Networking for Financial Advisors – with Michael Goldberg
May 24, 2023

I tried networking once. It didnt work! Yes! This is an actual quote from a financial advisor. Sad! Networking for financial advisors is not just going to networking events which even The Refe

Episode #41 Client Experience vs. Engagement: Strategies To Take Your Business To The Next Level with Julie Littlechild
May 10, 2023

Client Engagement! Client Experience! Creating Wow! Whats all the fuss? Did you know that client service, client experience, and client engagement are NOT the same things? Julie Littlechild, fou

Ep. #40 Explosive Growth and Getting Referrals Without Asking with Warren Brooks and Terry Parham Jr.
April 26, 2023

Imagine that you are getting so many unsolicited referrals that your new prospective clients are willing to be placed on a 4-month waiting list to see you. A pipe dream? Not necessarily. Our featured

Ep. #39 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU
April 12, 2023

If youve ever wondered if sending video messages to your prospects and clients can actually produce tangible, profitable results; then you need to listen to this interview. Have you harnessed the p