What would your business (and life) look like if you started working with ultra-wealthy clients ranging from $40 to $100 million? Working with ultra-wealthy clients can be more complex than merely

Tired of blending into the crowd? Discover the strategies that will help you forge solid client relationships and become a standout financial advisor. In this episode, Referral Coach Bill Cates interv

It is my sincere hope that you are not attempting to do financial planning without gaining the full context of your clients. Our guest on this next episode of Top Advisor Podcast, Abbey Henderson, ha

Your continued success is predicated on your continued relevance and becoming the advisor of choice. Sometimes, thats easier said than done. However, one of the most effective ways to accomplish t

Good health and sufficient wealth go hand in hand. They are intricately intertwined. Most advisors try to ensure their clients dont outlive their wealth. A select few advisors work to ensure their c

Speed Kills? Speed Wins? It depends! According to research speed impacts revenue, speed impacts loyalty, and speed impacts emotions. Understanding this crucial dynamic, Bill Cates engages in a com

Announcing! Bill Catess Newest Book The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients. Every financial professional understands the power of refer

According to actuaries, you and your clients are underestimating how long you are going to live. Therefore, most people dont plan properly, and most financial advisors arent even aware of this. Thi

Are you producing results with LinkedIn? Or do you wonder why you even have an account? Ive run into very few advisors who are seeing a straight line to ROI with their activities on LinkedIn. Mando S

Alice Tang, a highly successful financial advisor known for her passion for supporting millionaire women and helping the next generation achieve financial success. Its no secret that the affluent wom