
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
| Publishes | Twice monthly | Episodes | 103 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Self-ImprovementEducationBusinessMarketing | |||

“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 leadership role that most founders wan... more
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 when none might even be there. more
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, Bill Cates is joined by acc... more
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 Podcast, Bill Cates interviews ... more
People also subscribe to these shows.




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.
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.
Bill and his guests give some great ideas on how to improve.
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.
I’ve known Bill for years! He’s an expert in coaching advisors in growing their business and working with clients.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #221 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
The podcast explores the financial services industry, featuring insightful discussions with top performers who share their strategies for success in acquiring well-suited clients. Each episode focuses on actionable ideas and practical tactics that listeners can apply to boost their own practices and enhance their financial advisory skills. Unique topics range from talent recruitment and effective client relationships to financial literacy, wealth management, and the evolving dynamics of financial planning. The engaging format aims to inspire listeners to take meaningful action in their careers while positively impacting their clients' lives.
Noteworthy is the emphasis on not just business strategies, but also the personal journeys of succe... more
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.
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.
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.
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.
These podcasts share a similar audience with Top Advisor Podcast:
1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Huberman Lab
3. The Mel Robbins Podcast
4. The Perfect RIA
5. Kitces and Carl - Real Talk for Real Financial Advisors
Top Advisor Podcast launched 5 years ago and published 103 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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.
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.
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.
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.