Rephonic
Artwork for Top Advisor Podcast

Top Advisor Podcast

Bill Cates
Financial Planning
Client Engagement
Financial Advisory
Video Marketing
Referrals
Financial Advising
Financial Services
Wealth Management
Human Connection
Client-Advisor Relationship
Personal Storytelling
Financial Advisors
Mission
Recreation
Family
Retirement Planning
Founder Story
Niche Market
Dan Brothers
Bill Cates

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 i... more

PublishesTwice monthlyEpisodes97Founded4 years ago
Number of ListenersCategories
BusinessMarketingSelf-ImprovementEducation

Listen to this Podcast

Artwork for Top Advisor Podcast

Latest Episodes

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 clients in a way that actually ... more

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, CAPE interviews Kristin Hara... more

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 that possible?  It’s called ... more

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 the Women and Wealth Ambassador at... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Perfect RIA
The Perfect RIAMatthew Jarvis, CFP® & Micah Shilanski, CFP®
Kitces and Carl - Real Talk for Real Financial Advisors
Kitces and Carl - Real Talk for Real Financial AdvisorsMichael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Barron's Advisor
Barron's AdvisorBarron's Advisor

Recent Guests

Steve Perry
Founder and President of Well Recruiting Solutions
Well Recruiting Solutions
Episode: #87 Building Your Financial Advisory Team with Top Talent – Insights from Steve Perry
Dave Mullen
Founder of Altius Learning, former managing director at Merrill Lynch, and author of several best-selling books.
Altius Learning
Episode: #86 Become a Million-Dollar-Advisor with Dave Mullen
Pamela Sams
Founder of Jackson Sams Wealth Strategies, focusing on women and financial planning
Jackson Sams Wealth Strategies
Episode: #85 Helping Clients Sleep Well at Night with Financial Planning with Pamela Sams
Ben Skupp
Co-founder of Holistic Financial Planners and MindShift Financial Coaching
Holistic Financial Planners
Episode: #83 Charging for Financial Planning Services with Steven Kaplan & Ben Skupp
Steven Kaplan
Co-founder of Holistic Financial Planners and MindShift Financial Coaching
MindShift Financial Coaching
Episode: #83 Charging for Financial Planning Services with Steven Kaplan & Ben Skupp
Jeff Durr
Senior Partner at RU Financial Athletic Department
RU Financial Athletic Department
Episode: #82 Financial Focus for College Athletes: A Winning Game Plan with Jeff Durr
Josh Kanter
Attorney and principal at Josh Kanter Wealth Advisory Services, founder of Leaf Planner
Josh Kanter Wealth Advisory Services
Episode: #81 Generational Wealth Transfer: The 100 Year Family Strategy with Josh Kanter, JD
Duncan MacPherson
CEO of Pareto Systems and co-author of The Advisor Playbook and The Blue Square Method
Pareto Systems
Episode: #80 Building Strong Strategic Partnerships with Duncan MacPherson
Tammy Lally
Certified Money Coach, financial planner, TED speaker, and author of the book Money Detox
Money Detox
Episode: #79 Do You and Your Clients Need a Money Detox? with Tammy Lally

Host

Bill Cates
Bill Cates is a prominent host and expert in coaching financial advisors to achieve success through effective strategies in client acquisition and engagement. He emphasizes building sustainable client relationships and utilizes his vast experience to inspire others in the financial services industry.

Reviews

4.8 out of 5 stars from 50 ratings
  • 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 Podcasts
    5
    Jason Raitz
    United States5 months ago
  • Great content

    Bill and his guests give some great ideas on how to improve.

    Apple Podcasts
    5
    Mr Geico
    United Statesa year 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 Podcasts
    5
    Tony Maree Torrey
    United States2 years ago
  • Bill is an Expert!

    I’ve known Bill for years! He’s an expert in coaching advisors in growing their business and working with clients.

    Apple Podcasts
    5
    SANDREWS904
    United States2 years ago
  • Invaluable insights

    A must listen podcast for advisors. Nuggets every time I listen!

    Apple Podcasts
    5
    DCurtis18
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many find the discussions inspiring and motivating, often marking the podcast as essential for their professional growth in the financial sector.
The content is regarded as high quality, with experts providing unique perspectives on building client relationships and managing financial advisory practices.
Listeners praise the actionable insights and practical strategies shared by the host and guests, highlighting their effectiveness in enhancing their practices.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Episode #69 Growth Through Books and Financial Advisor Target Markets with Michael Budnick
Q: How do you use your book for client acquisition?
Michael involves his books in client activities, leveraging relationships and networking opportunities for introductions.
Episode #69 Growth Through Books and Financial Advisor Target Markets with Michael Budnick
Q: What should another advisor do if they want to offer 401k to their client base?
Michael offers a sub-advisor relationship where his firm does all the work.
Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum
Q: What message did Ellen Rogan bring to your group regarding mistakes financial advisors make?
She emphasized that many advisors ignore the woman's role in financial decisions, which can lead to issues during divorce or loss.
Episode #67 The Keys to Courting Ultra High Net Worth Wealth Management Clients with David Kirshenbaum
Q: What is Tiger 21? Who are the members?
Tiger 21 is an organization of ultra high net worth individuals focusing on various wealth management and life issues.
#87 Building Your Financial Advisory Team with Top Talent – Insights from Steve Perry
Q: How can firms strategically grow their teams without sacrificing quality or culture?
Steve emphasizes the need to define the mission, vision, and values of the organization and integrate those into the hiring process.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Top Advisor Podcast

What is Top Advisor Podcast about and what kind of topics does it cover?

This podcast is centered on empowering financial advisors by interviewing top performers from the financial services industry. Each episode features successful advisors who share their insights and strategies for acquiring ideal clients and building meaningful relationships. Emphasis is placed on actionable advice that covers areas like referrals, client engagement, and innovative practices in financial marketing. This show is distinguished by its focus on both personal and professional growth within the financial advisory space, aiming to inspire listeners to enhance their practices and improve the lives of their clients.

Where can I find podcast stats for Top Advisor Podcast?

Rephonic provides a wide range of podcast stats for Top Advisor Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Top Advisor Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Top Advisor Podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Top Advisor Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Top Advisor Podcast?

Rephonic provides comprehensive predictive audience data for Top Advisor Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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. The Morgan Housel Podcast

How many episodes of Top Advisor Podcast are there?

Top Advisor Podcast launched 4 years ago and published 97 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Top Advisor Podcast?

Rephonic pulls ratings and reviews for Top Advisor Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Top Advisor Podcast?

Rephonic provides full transcripts for episodes of Top Advisor Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Top Advisor Podcast?

Recent guests on Top Advisor Podcast include:

1. Steve Perry
2. Dave Mullen
3. Pamela Sams
4. Ben Skupp
5. Steven Kaplan
6. Jeff Durr
7. Josh Kanter
8. Duncan MacPherson

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days