Top Advisor Podcast
Welcome to the Top Advisor Podcast, brought to you by ProudMouth’s Influence Accelerator Academy, with your host, Bill Cates, CSP, CPAE. Bill interviews the financial service industry’s top performers to learn their secrets to sustained success. These sho
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Recent Episodes
Episode #62 The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE
Speed Kills? Speed Wins? It depends!
According to research – speed impacts revenue, speed impacts loyalty, and speed impacts...
Episode #61 Becoming Fluent with The Language of Referrals – A Special Episode with Bob Burg Interviewing Bill Cates
Announcing! Bill Cates’s Newest Book…
The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal...
Episode #60 The Biggest Mistake Clients & Advisors Make in Life Expectancy Planning with Mark Pace, CLU, RHU, ChFC
According to actuaries, you and your clients are underestimating how long you are going to live.
Therefore, most people don’t plan properly,...
Episode #59 Strategic LinkedIn Prospecting for Financial Advisors with Armando (Mando) Sallavanti III, CFP®, CLTC®
Are you producing results with LinkedIn? Or do you wonder why you even have an account?
I’ve run into very few advisors who are seeing a straight...
Episode #58 Building Connections that Turn Into Clients Through COIs, LinkedIn, Target Marketing, and Podcasting
Alice Tang, a highly successful financial advisor known for her passion for supporting millionaire women and helping the next generation...
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