Top Advisor Podcast
Latest Episodes
Episode #73 3 Strategies for Success: Referrals, Target Marketing, and Celebrating Advocates with Yohance Harrison BFA™, CRPC®
Yohance Harrison has hit the trifecta for success. Hes focused on a clear and profitable target market. Hes getting a ton of right-fit referrals. And hes identified and nurturing his advocates in a
Episode #72 Boost Client Loyalty and Revenue with Client Events for Financial Advisors with Angela York & Elyse Stoner
Client events can be a game-changer for financial advisors, offering a unique and personal way to build client relationships and grow your business. Are you leveraging client events to their full pote
Episode #71 The Future of Niche Marketing for Financial Advisors – Proper Diagnosis and Targeting with Reese Harper, CFP®
Are you looking for the secret to unlocking your clients financial potential and taking your advisory business to the next level? Of course you are! In this episode of Top Advisor Podcast, Bill Cate
Episode #70 Strategic Email Marketing for Financial Advisors with James Pollard
Is email marketing for financial advisors dead? Not by a long shot! Are there productive and unproductive ways to use email in your marketing process? You bet! Email is still an effective and afford
Episode #69 Growth Through Books and Financial Advisor Target Markets with Michael Budnick
When it comes to financial advisor target markets, one proven strategy to create extraordinary success in your business is to be crystal clear and laser focused on your Right-Fit Clients. Thats exac
Episode #68 Crafting Your Origin Story to Build Trust and Finding Your Niche Market with Dan Brothers, CFP®
Do you have an origin story? Are you using it to attract more Right-Fit Clients and become more referable? Have you figured out how to find your niche market specifically one thats clearly defin
Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum
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
Episode #66 Strategies for Attracting, Converting, and Accelerating Client Relationships with Tony Maree Torrey
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
Episode #65 Beyond Financial Planning: Integrating Life Coaching into Your Practice with Abbey Henderson, CFP®️ RLP®️ CPCC®️ CAP®️ AEP®️
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
Episode #64 Storytelling for Financial Advisors: How to Stand Out and Win More Ideal Clients with Jason Jenkins
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