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

Recent Episodes

Episode #56 A Simple Weekly Strategy for Elevating Financial Advisor Productivity with Brian Margolis

Posted January 17, 2024 • 00:45:23

It’s not an accident that Productivity and Proactive start with the same three letters.

Pro can mean For and...

Episode #55 Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko

Posted January 3, 2024 • 00:33:51

Are you winging it when it comes to serving your client all along the client journey?

Or do you embrace and follow a clear strategy for enhancing...

Episode #54 Family Legacy Planning: Guiding Your Clients on the Path to Generational Wealth with Randy Jones

Posted December 13, 2023 • 00:40:01

Family legacy planning involves more than just helping your clients accumulate assets.

Creating a lasting legacy for your clients means crafting...

Episode #53 Using Financial Advisor Podcasts to Acquire Ideal Clients with Misty Lynch, CFP®

Posted November 29, 2023 • 00:39:27

Have you ever wondered if the hosts of financial advisor podcasts actually get new clients from it? Is all the effort worth it?

And, by the...

Episode #52 Using Curiosity to Ignite Your Prospecting & Client Acquisition with Chris Ridgway

Posted November 15, 2023 • 00:37:45

While curiosity may have killed the cat, it didn’t hurt this advisor!

How about you? Have you developed a strong...