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 short interviews will get right to the heart of what each top advisor is doing to acquire more right-fit clients. You’ll be reminded, renewed, and inspired to take powerful action. You’ll impact more lives and increase your income at the same time.

wavePod

Episodes

#103 – Rewire Your Brain: The neuroscience behind the emotions and beliefs that drive financial decisions with Tessa Santarpia

#102 – Low-Cost Ways to Turn Client Satisfaction into Client Loyalty with Richard Weylman, CPAE

#101 – Becoming the First-Call Advisor: Insights from Family Office Expert Rich Wolkowitz

#100 – From Top Advisor to Industry Leader: Derrick Kinney’s Secrets for Making Competitors Irrelevant and Attracting Clients

#99 – What Every Advisor Needs to Know About Storyselling and Life Planning with Mitch Anthony

#98 – The Crisis of Differentiation: Michael Kitces on What Actually Works for Advisors

#97 – Sustainable Success for Financial Advisors – Integrating Work and Life with Kristin Harad, CFP

#87 Building Your Financial Advisory Team with Top Talent – Insights from Steve Perry

#86 Become a Million-Dollar-Advisor with Dave Mullen

#85 Helping Clients Sleep Well at Night with Financial Planning with Pamela Sams