Hosted by Bill Cates · 🇺🇸 US · EN-US · 109 episodes
Established thought leaders with verified media credentials.
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.
Bill Cates hosts Top Advisor Podcast, a business show with 109 episodes published.
Are you running your week, or is your week running you? Brian Margolis, founder of Productivity Giant explains why most advisors spend too much time reacting to emails, distractions, and day-to-day chaos, and how you can
Thrilled to have interviewed Derek Coburn on the latest episode of the Top Advisor Podcast! Derek built and sold a thriving financial practice, created the renowned networking community Cadre , and is a bestselling autho
Did you know? 96% of business owners are open to switching advisors right before, during, or after the sale of their business. That’s a staggering stat from a recent study discussed on the Top Advisor Podcast with Scott
The national average savings rate in the U.S. is a dismal 4%. If you could help your clients raise that rate as high as 20%, what would that mean to your clients and to your business? Our featured guest, David Mozeika, i
Welcome to a special solo edition of the Top Advisor Podcast! In this episode, host Bill Cates pulls from decades of coaching, interviewing, and his own experience to deliver a powerful session on best practices for brin
“I actually call myself – lovingly – the angel of death because I was not an angel investor. Yeah, I destroyed businesses and, in the process, wiped myself out financially.” – Mike Michalowicz I believe that the message
“Most financial advisors work too many hours for too little money for too many of the wrong clients.” – Bill Bachrach, CSP, CPAE . If you’re a financial advisor looking to grow your ideal practice, this session is a must
Most financial challenges aren’t math problems—they’re belief problems. In my recent podcast conversation with Corey Mosley, we talked about money stories : the beliefs people absorb early in life that quietly shape how
“To grow to an 8-figure business, you have to fire yourself – let go of doing all of the things that you think you have to do as the founder, as the advisor, and really let go so you can step into this visionary le
For the human brain, we all have a negativity bias. It’s not a flaw; it’s actually a survival mechanism. So, it’s not that your clients are necessarily overreacting, it’s more that their biology is perceiving a threat wh
Client expectations in financial services have evolved. Today’s clients aren’t just looking for great service; they’re seeking authentic connection and meaningful experiences. In this episode of the Top Advisor Podcast ,
What can financial advisors learn from those guiding the world’s wealthiest and most complex families? And how can you position yourself as the advisor your A+ clients call first? In this episode of the Top Advisor Podca
Standing out as a financial advisor requires more than credentials; it’s about clarity, connection, and purpose. How do you move from being “just another advisor” to someone clients instantly trust and want to work with?
If you think numbers and charts are enough to win clients, think again. In this episode, Referral Coach Bill Cates interviews renowned author and speaker Mitch Anthony about the decisive role of storytelling and life-cen
Financial advisors face the real challenge of proving their worth to clients who have more options and skepticism than ever before. How do today’s top advisors cut through the noise, establish credibility, and attract cl
Many advisors build thriving practices, only to feel trapped by the very work they love. What if your career could energize, rather than drain, your life? In this intriguing conversation, Referral Coach Bill Cates, CSP,
Do your clients’ money mindsets ever drive you crazy? Do you wish you could get them to just “think right” about their money? What if you knew that some of your clients’ financial challenges are rooted in their DNA? Is t
Most advisors know women will control the majority of wealth by 2030—so why aren’t more of them preparing now? In this episode, Referral Coach Bill Cates interviews Cary Carbonaro, CFP®, Managing Wealth Advisor and
Are you building a business you love — or one that’s wearing you down? In this episode of Top Advisor Podcast, I interview David DeCelle, CEO of Model FA, whose passion is helping advisors fall in love with their practic
Selling a business is a monumental decision, filled with considerations that can significantly impact the owner’s future. How can advisors provide real value beyond investment advice during this crucial transition?
Bill Cates
Exponential Growth Coach, Hall of Fame speaker, author of The Hidden Heist · Referral Coach International
4 appearances on this show
Mike Michalowicz
bestselling author and business expert · Profit First Professionals
1 appearance on this show
Julia Carlson
entrepreneur, financial advisor, author, speaker · Financial Freedom Wealth Management Group
1 appearance on this show
Richard Weylman
celebrated consultant and Hall of Fame speaker
1 appearance on this show
Michael Kitces
1 appearance on this show
Joyce Marter
psychotherapist, speaker, author · Urban Balance
1 appearance on this show
Cary Carbonaro
author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear
1 appearance on this show
Ric Edelman
Founder · Edelman Financial Services
1 appearance on this show
Steve Perry
Don't Stop Believin' · The Well Recruiting Solutions
1 appearance on this show
Phil M. Jones
author of Exactly What to Say
1 appearance on this show
Josh Kanter
Founder & CEO · Leafplanner
1 appearance on this show
Duncan MacPherson
Founder and CEO · Pareto Systems
1 appearance on this show
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Top Advisor Podcast is hosted by Bill Cates. The show is categorised under business (marketing) and has published 109 episodes.
Top Advisor Podcast has published 109 episodes.
Top Advisor Podcast regularly covers business, marketing, education. It sits in the business category, with a marketing focus.
Top Advisor Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Top Advisor Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Top Advisor Podcast average 45 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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