Top Advisor Podcast
Latest Episodes
Episode #52 Using Curiosity to Ignite Your Prospecting & Client Acquisition with Chris Ridgway
While curiosity may have killed the cat, it didnt hurt this advisor! How about you? Have you developed a strong Curiosity Muscle? Do you exercise it often as you endeavor to bring more ideal client
Episode #51 Creating Interesting, Edgy, and Authentic Content Marketing for Financial Advisors That Turns Prospects into Clients with David B. Armstrong, CFA
This is an interview you dont want to miss. David Armstrong, CFA has found a way to message his value and attract new clients who are perfect for his business. He does it in a genuine, compelling, an
Episode #50 How Advisors Can Reverse a Client’s Negative Relationship with Money with Ellen Rogin, CPA, CFP®
To say that people have an emotional relationship with money would be an understatement! While you may be a CFP, or a ChFC, or any number of the many certifications available in this industry, perhaps
Episode #49 LinkedIn for Financial Advisors: Insider Strategies for Getting Your Posts Seen with Richard Bliss
Im willing to wager that you and your marketing team have no clue how the LinkedIn algorithm works. And because of that, you are wasting precious resources (time and dollars) on posting content that
Episode #48 Conversations about Longevity Planning and Preparing for the Unexpected with Steve Gresham
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
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
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
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®
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
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