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

Ep. #11: How to Grow Your Business Without Prospecting With Randy Carver

Posted January 5, 2022 • 00:29:12

Stop prospecting … and let your clients prospect for you! Creating great relationships with your clients who value the work you do and value you...

Ep. #10: Adding a Target Market to An Already Successful Practice with Tiffany Charles

Posted December 15, 2021 • 00:46:36

Even advisors who are already successful may consider turning some of their focus to a specific target market. They often wonder if they should create...

Ep. #9: Attract More Ideal Clients Using Reputation Marketing with Malcolm Ethridge CFP®, CRPC®

Posted December 2, 2021 • 00:35:45

The right mix of reputation marketing strategies, such as target marketing, hosting a podcast, and even getting paid to speak at events, all work together...

Ep. #8: How to Ensure an Authentic Client Experience with Albert Fox CFP®, CIMA®

Posted November 10, 2021 • 00:22:36

Financial advisors who focus on an authentic client experience, tend to form the strongest bonds with their clients – where the clients see their...

Ep. #7: Build a Successful Business Operating By Referral Only With Diana DeFrate CFP®, CLU® and Katriina Paavola CFP®

Posted October 27, 2021 • 00:31:38

Advisors often ask, “Is it possible to build my business that runs by referral only?” The answer is, yes! However, not every advisory team has...