Strategies for Client Referrals with Bill Cates

In this episode of the Active Advisor podcast, host Bryan Moore speaks with Steve Otten, CFP®, CRPC®, and Executive Vice President at Seventy2 Capital Wealth Management, about the transition from wholesaler to independent advisor. They discuss why client goals—not investments—should drive strategy, the benefits of independence, and how experience paired with longevity has the potential to create a competitive edge. Whether you're a financial professional or an investor, this episode offers insights into building meaningful client relationships and navigating the evolving landscape of wealth management.

In this episode of the Active Advisor podcast, host Bryan Moore welcomes Jeremiah Dellas, CFP®, CPFA®, and President of Heirloom Wealth Partners, to discuss his journey from humble beginnings to building a thriving financial advisory practice. Jeremiah shares how blending personal passions with strategic community involvement fosters lasting client relationships. He also offers insights on navigating market downturns, the importance of active management, and key strategies for advisors looking to grow their businesses. Whether new or experienced, listeners will gain actionable advice for sustainable success.

In this episode of the Active Advisor podcast, host Bryan Moore sits down with Michael D'Aquila, Partner and private wealth adviser at Heritage Planning Partners. Recognized as one of Forbes' top financial security professionals, Michael shares his journey from early financial influences to co-founding a firm tailored to high-net-worth clients. They discuss mentorship, transitioning to collaborative practice, and adapting to a rapidly evolving industry. Packed with insights, this episode offers inspiration for building meaningful client relationships and mastering financial planning.

On this episode of The Active Advisor podcast, host Bryan Moore is joined by Mary Schmid, Founder and CEO of Mary Schmid Consulting. Mary is a communication and leadership expert specializing in the neuroscience of conversations. They discuss the art of effective communication and the need to build trust through meaningful interactions. Mary shares insights from her journey and practical strategies to enhance conversational skills. The episode offers valuable takeaways for financial professionals and anyone aiming to deepen connections in both professional and personal relationships.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Madison Broyles, Executive Vice President at Astra Wealth Management. Madison shares her unique approach to serving NIL athletes, influencers, and young professionals through personalized financial planning and innovative tools. She also opens up about her challenges as a woman in wealth management and her mission to create a more inclusive and supportive environment.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Dosh, CRPC® and Financial Planner at Bentron. Join them as they discuss their professional journeys, the importance of active management, and personalized, purpose-driven retirement planning to empower clients.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Phil Buchanan, Executive Chairman of Cannon Financial Institute. Phil explores key strategies for advisors who are looking to dial up their client conversations. He discusses daily challenges for advisors, actionable tips to have deeper and more meaningful conversations, and building successful practice management strategies.

On this episode of The Active Advisor podcast, guest host Rebecca Muse-Orlinoff is joined by Bill Cates of Referral Coach International. Bill explores effective referral strategies for financial advisors, the evolving landscape of client acquisition, and the key principles of "relationship marketing."

On this episode of The Active Advisor podcast, host Bryan Moore chats with Benjamin Westney, SVP of Wealth Management at World Investment Advisors. Benjamin shares his fascinating journey from professional cellist to financial advisor, as well as insights into the nuances of client-advisor relationships, the challenges of 401k plans, and the evolving landscape of wealth management.

On this episode of The Active Advisor podcast, host Bryan Moore chats with best-selling author, Paul McManus. Bryan and Paul discuss storytelling and its transformative role in the financial advisory sector, building trust and credibility with clients through authorship, and Paul’s short book formula for becoming an author.