Top Advisor Podcast

Top Advisor Podcast

Latest Episodes

Ep. #32: 5 Brilliant Steps to an Effective Client Acquisition Process with Sandro Forte, FCII, FPFS, FPSA, CSP
December 01, 2022

Sandro Forte serves as a financial advisor to the Royal Family in the United Kingdom. But thats not why we interviewed him. We interviewed Sandro because of the insight and wisdom he brings to the cl

Ep. #31: The Secret Sauce to Winning High Net Worth Prospects in the First Meeting with Erin Botsford, CFP®
November 09, 2022

How would you like to turn high net worth prospects into clients in the very first meeting, instead of chasing them or wondering if they are going to come back for a second appointment? I think its s

Ep. #30: Asking for Referrals and Getting Referred Up With Maribeth Kuzmeski, PhD. (Part 2)
October 26, 2022

In Part 1 of this 2-part series Bill Cates interviewed Maribeth Kuzmeski, Ph.D ( about creating more unsolicited referrals. In Part 2, we flip the table! Maribeth is interview

Ep. #29: The Difference Between Pursuing Unsolicited Referrals and Asking for Referrals (Part 1) – with Maribeth Kuzmeski, PhD.
October 12, 2022

Every financial advisor wants referrals without asking as long as those prospects are an ideal fit for their business. How do you get these qualified unsolicited referrals? And whats the differenc

Ep. #28: Building a Referral Only Practice on a Powerful Story With Tyson Vines
September 28, 2022

When it comes to building a referral only practice, you want to attract prospects and build client relationships by making two intertwined connections. You want to make a value connection and you want

Ep. #27: Triple Threat: The Exponential Power of an Effective Financial Advisor Website, Podcast, and Target Market with Jeremy Keil, CFP®, CFA, CIMA®
September 14, 2022

Is your marketing strategy a Triple Threat? There are three important marketing strategies that every top advisor should consider using in their effort to attract more Right-Fit Clients: A well-define

Ep. #26: How to Target Millennials as Financial Advisory Clients with Ivory Johnson, CFP®, ChFC
August 03, 2022

According to Forbes, Millennials will hold five times as much wealth as they have today, and the group is anticipated to inherit over $68 trillion from their Baby Boomer parents by the year 2030. Thi

Ep. #25: How Your Personal Brand Story Helps Attract New Clients with Deirdre Van Nest
July 20, 2022

Do you have a Personal Brand Story Do you know your why as in, why you believe in the importance and value of your work? And are you using it to connect with your prospects and clients in a meanin

Ep. #24: How to Guide Your Clients as a Sudden Wealth Financial Advisor Featuring Myah Moore Irick
June 22, 2022

Sudden Wealth can strike in many ways. It can come through an inheritance, an athlete signing a lucrative contract, a legal settlement, the sale of a company, or even winning the lottery. Sudden wealt

Ep. #23: Defining a Target Market Strategy That Brings More Perceived & Real Value with Don Hilario
June 08, 2022

Many top financial advisors use a target market strategy that enhances just about every other aspect of their client-acquisition efforts. They are able to build a reputation that begins to draw people