Top Advisor Podcast
Bill CatesWelcome 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 i... more
| Publishes | Monthly | Episodes | 111 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationMarketingSelf-ImprovementBusiness | |||
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Latest Episodes
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 reverse that trend.
Key Ta... more
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 author challenging the conventiona... more
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 Bushkie – highlighting both ... more
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, is a top-performing finan... more
Key Facts
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- FA Business growth expert you must follow
Bill Cates is not only the financial advisory industry leader on creating and receiving introductions to prospective clients…he is also indispensable as a source of advice for different avenues of growth within your practice via this podcast series in which he interviews a very diverse group of advisors who have a variety of different tactics they use to effectively meet qualified prospects. I’ve been following Bill for a couple of decades, and I’m grateful for the positive growth he has helped ... more
Apple Podcasts5Mine J J
United Statesa month ago - Innovative, perspectives on financial advising
Bill attracts an impressive assortment of innovative advisors to interview. He does an excellent job of drawing out what is distinctive about each guest and keeping the conversation focused. In his questioning, Bill conscientiously keeps the listeners in mind so that we don’t get lost. I turn to this podcast regularly to hear what successful advisors do to go above and beyond the ordinary.
Apple Podcasts5margenkinUnited States9 months ago - A must listen for every financial professional
Bill will help you grow your business. Every episode is full of amazing wisdom and practical strategies to help you succeed. This is a must listen.
Apple Podcasts5Jason RaitzUnited Statesa year ago - Great content
Bill and his guests give some great ideas on how to improve.
Apple Podcasts5Mr GeicoUnited States2 years ago - Quality Content
Bill Cates, is a treasure trove of wisdom for anyone in the financial services industry. His knack for getting to the heart of what makes top advisors successful is unparalleled.
Apple Podcasts5Tony Maree TorreyUnited States3 years ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #173 | United States/Business/Marketing |
Apple Podcasts | #214 |  Canada/Business/Marketing |
Apple Podcasts | #166 |  Singapore/Business/Marketing |
Talking Points
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Audience Metrics
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Frequently Asked Questions About Top Advisor Podcast
What is Top Advisor Podcast about and what kind of topics does it cover?
The program centers on practical, battle-tested strategies for growing and protecting advisory businesses in the financial services space. Episodes consistently cover win-and-keep tactics for high-value client segments, cash-flow optimization, profitability frameworks, client experience, storytelling in advisory marketing, and navigating complex wealth events like ownership transfers and business exits. A distinctive trait is bringing in practitioners and educators who blend behavioral insights, systems thinking, and step-by-step playbooks to drive growth, differentiation, and lasting client relationships. The format favors concise interviews with hands-on takeaways, case studies, and sponsor messages woven into actionable conversations. Po... more
Where can I find podcast stats for Top Advisor Podcast?
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How many listeners does Top Advisor Podcast get?
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What are the audience demographics for Top Advisor Podcast?
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How many subscribers and views does Top Advisor Podcast have?
To see how many followers or subscribers Top Advisor Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Top Advisor Podcast?
These podcasts share a similar audience with Top Advisor Podcast:
1. The Perfect RIA
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Barron's Advisor
5. Capital Ideas podcast
How many episodes of Top Advisor Podcast are there?
Top Advisor Podcast launched 5 years ago and published 111 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Top Advisor Podcast?
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Where can I see ratings and reviews for Top Advisor Podcast?
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How do I access podcast episode transcripts for Top Advisor Podcast?
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What guests have appeared on Top Advisor Podcast?
Recent guests on Top Advisor Podcast include:
1. Derek Coburn
2. Scott Bushkie
3. David Mozeika
4. Mike Michalowicz
5. Bill Bachrach
6. Bill Cates
7. Julia Carlson
8. Tessa Santarpia
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.