Top Advisor Podcast

Top Advisor Podcast


Latest Episodes

Ep. #22: The 3 Roles Any Entrepreneur Financial Advisor Must Play
May 25, 2022

In business, when you hear someone talk about the CEOs role in a company, your first thought is that theyre the leader and top decision-maker for the company. What if we told you that there are two

Ep. #21: Succession Planning for Financial Advisors with Karen Jessey & Neill Turner
May 11, 2022

Many business partnerships begin with two people coming together with like-minded business ideas. In the beginning things are great, both parties get along well and the creative juices flow. Eventual

Ep. #20: Cultivating a Company Culture that Drives Long-Term Success with Scott Leibfried, ChFC®, APMA®
April 27, 2022

How much of a difference does your company culture really make for your clients and your employees? In this episode, Bill invites Scott Leibfried to talk about the Premium Client Experience and how

Ep. #19: What’s the Skinny on Becoming a Financial Advisor for Athletes? with Walter Stith
April 13, 2022

When most people think of financial advisors who work with professional athletes, they probably imagine a glamorous lifestyle of spending time with their favorite players, getting a behind-the-scenes

Ep. #18 – How to Produce Results at Levels Most Advisors Dream of With Robert Petrocelli
March 30, 2022

If you ever doubted that hard work, along with a competitive mindset doesnt pay off, you will want to listen to this episode. In this episode, Referral Coach Bill Cates talks with Bob Petrocelli, fou

Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP®
March 16, 2022

When I heard how Joe De Sena was using his personal Facebook page to build his business (and have fun in the process) I was skeptical. Boy was I wrong. In this episode, Bill Cates is joined (for a sec

Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP® (Ep. 16)
March 02, 2022

Having a very specific financial advisor new client onboarding process can get your relationship off to a great start help them feel good about choosing you and create referrals early in the new rel

The Truth about Social Media for Financial Advisors with Kristen Walker (Ep. 15)
February 16, 2022

What is your relationship with social media? Social media for financial advisors means different things. Some advisors have embraced social media as a concept, posting content and occasionally engagi

Ep. #14: Financial Advisor Best Practices – What’s Working (and What’s Not)?
February 09, 2022

Despite all the challenges in reaching qualified prospects, some advisors are doing quite well, while others are not rising to the challenges that we all face. So, what are the financial advisor best

Ep. #13: Using Philanthropic Leadership to Grow Your Business and Serve Your Community With Jeff Chaddock
February 02, 2022

It can be personally rewarding to make a contribution to a philanthropic cause to impact your community. But can philanthropic leadership be professionally rewarding as well? In this episode, Bill Cat